Holdings
Gavilan Investment Partners LLC
As of Jun 30, 2026, Gavilan Investment Partners LLC reported 14 positions worth US$383M. Largest: Amazon.com, Inc., Asml Holding Nv and Meta Platforms, Inc. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Amazon.com, Inc. | 190K | US$45.3M | −40,000 | Jun 30, 2026 |
| Asml Holding Nv | 19,500 | US$38.8M | no change | Jun 30, 2026 |
| Meta Platforms, Inc. | 64,500 | US$36.3M | +3,500 | Jun 30, 2026 |
| Taiwan Semiconductor Manufacturing Co., Ltd. | 76,000 | US$36.3M | new | Jun 30, 2026 |
| Mercadolibre, Inc. | 20,700 | US$35.1M | +1,200 | Jun 30, 2026 |
| Carvana Co. | 495K | US$32.6M | +403K | Jun 30, 2026 |
| Mastercard Incorporated | 53,500 | US$27.5M | +4,000 | Jun 30, 2026 |
| Shopify Inc. | 230K | US$26.3M | no change | Jun 30, 2026 |
| Coupang, Inc. | 1.47M | US$25.4M | no change | Jun 30, 2026 |
| Visa Inc. | 63,000 | US$21.6M | no change | Jun 30, 2026 |