GAVILAN INVESTMENT PARTNERS LLC
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | CPNG | 1.47M | $27.66M |
 | PCOR | 385K | $21.95M |
 | RBLX | 310K | $17.53M |
 | AMZN | 230K | $47.90M |
 | UBER | 230K | $16.54M |
 | SHOP | 230K | $27.28M |
 | GWRE | 150K | $22.36M |
 | CVNA | 92K | $28.92M |
 | V | 63K | $19.04M |
 | META | 61K | $34.90M |
 | SPOT | 50K | $24.00M |
 | MA | 50K | $24.73M |
 | MELI | 20K | $33.72M |
 | ASML | 20K | $25.76M |
Coupang, Inc.
CPNG
Shares Held
1.47M
Value
$27.66M
Procore Technologies, Inc.
PCOR
Shares Held
385K
Value
$21.95M
Roblox Corporation
RBLX
Shares Held
310K
Value
$17.53M
Amazon.com, Inc.
AMZN
Shares Held
230K
Value
$47.90M
Uber Technologies, Inc.
UBER
Shares Held
230K
Value
$16.54M
Shopify Inc.
SHOP
Shares Held
230K
Value
$27.28M
Guidewire Software, Inc.
GWRE
Shares Held
150K
Value
$22.36M
Carvana Co.
CVNA
Shares Held
92K
Value
$28.92M
Visa Inc.
V
Shares Held
63K
Value
$19.04M
Meta Platforms, Inc.
META
Shares Held
61K
Value
$34.90M
Spotify Technology S.A.
SPOT
Shares Held
50K
Value
$24.00M
Mastercard Incorporated
MA
Shares Held
50K
Value
$24.73M
MercadoLibre, Inc.
MELI
Shares Held
20K
Value
$33.72M
ASML Holding N.V.
ASML
Shares Held
20K
Value
$25.76M