Gavilan Investment Partners LLC
Gavilan Investment Partners LLC reported 15 holdings worth US$411M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 13, 2026
Gavilan Investment Partners LLC reported 15 holdings worth US$411M as of Jun 30, 2026. Largest: Amazon.com, Inc., Asml Holding Nv and Meta Platforms, Inc. Filed Aug 13, 2026 (Form 13F).
- Holdings
- 15
- Value as reported
- US$411M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|---|---|---|
| Amazon.com, Inc. | 190K | US$45.3M | 11.0% |
| Asml Holding Nv | 19,500 | US$38.8M | 9.4% |
| Meta Platforms, Inc. | 64,500 | US$36.3M | 8.8% |
| Taiwan Semiconductor Manufacturing Co., Ltd. | 76,000 | US$36.3M | 8.8% |
| Mercadolibre, Inc. | 20,700 | US$35.1M | 8.6% |
| Carvana Co. | 495K | US$32.6M | 7.9% |
| Mastercard Incorporated | 53,500 | US$27.5M | 6.7% |
| Shopify Inc. | 230K | US$26.3M | 6.4% |
| Coupang, Inc. | 1.47M | US$25.4M | 6.2% |
| Visa Inc. | 63,000 | US$21.6M | 5.3% |
| Roblox Corporation | 310K | US$16.9M | 4.1% |
| Uber Technologies, Inc. | 230K | US$16.6M | 4.0% |
| Procore Technologies, Inc. | 305K | US$12.4M | 3.0% |
| Guidewire Software, Inc. | 95,000 | US$11.7M | 2.8% |