GAVILAN INVESTMENT PARTNERS LLC
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | UBER | 230K | $18.79M |
 | AMZN | 230K | $53.09M |
 | SHOP | 230K | $37.02M |
 | GWRE | 115K | $23.12M |
 | CVNA | 86K | $36.29M |
 | META | 61K | $40.27M |
 | ASML | 31K | $33.17M |
 | MELI | 20K | $39.28M |
Uber Technologies, Inc.
UBER
Shares Held
230K
Value
$18.79M
Amazon.com, Inc.
AMZN
Shares Held
230K
Value
$53.09M
Shopify Inc.
SHOP
Shares Held
230K
Value
$37.02M
Guidewire Software, Inc.
GWRE
Shares Held
115K
Value
$23.12M
Carvana Co.
CVNA
Shares Held
86K
Value
$36.29M
Meta Platforms, Inc.
META
Shares Held
61K
Value
$40.27M
ASML Holding N.V.
ASML
Shares Held
31K
Value
$33.17M
MercadoLibre, Inc.
MELI
Shares Held
20K
Value
$39.28M