GAVILAN INVESTMENT PARTNERS LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | CPNG | 1.26M | $40.73M |
 | PCOR | 420K | $30.63M |
 | SHOP | 305K | $45.33M |
 | UBER | 275K | $26.94M |
 | AMZN | 230K | $50.50M |
 | GWRE | 115K | $26.43M |
 | META | 75K | $54.71M |
 | CVNA | 69K | $26.03M |
 | V | 63K | $21.51M |
 | MA | 44K | $25.03M |
 | SPOT | 40K | $27.92M |
 | ASML | 38K | $36.79M |
 | MELI | 15K | $35.05M |
Coupang, Inc.
CPNG
Shares Held
1.26M
Value
$40.73M
Procore Technologies, Inc.
PCOR
Shares Held
420K
Value
$30.63M
Shopify Inc.
SHOP
Shares Held
305K
Value
$45.33M
Uber Technologies, Inc.
UBER
Shares Held
275K
Value
$26.94M
Amazon.com, Inc.
AMZN
Shares Held
230K
Value
$50.50M
Guidewire Software, Inc.
GWRE
Shares Held
115K
Value
$26.43M
Meta Platforms, Inc.
META
Shares Held
75K
Value
$54.71M
Carvana Co.
CVNA
Shares Held
69K
Value
$26.03M
Visa Inc.
V
Shares Held
63K
Value
$21.51M
Mastercard Incorporated
MA
Shares Held
44K
Value
$25.03M
Spotify Technology S.A.
SPOT
Shares Held
40K
Value
$27.92M
ASML Holding N.V.
ASML
Shares Held
38K
Value
$36.79M
MercadoLibre, Inc.
MELI
Shares Held
15K
Value
$35.05M