Stock Taper 
GAVILAN INVESTMENT PARTNERS LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Coupang, Inc. | CPNG | 1.47M | $25.45M |
 Carvana Co. | CVNA | 495K | $32.58M |
 Roblox Corporation | RBLX | 310K | $16.86M |
 Procore Technologies, Inc. | PCOR | 305K | $12.39M |
 Uber Technologies, Inc. | UBER | 230K | $16.6M |
 Shopify Inc. | SHOP | 230K | $26.26M |
 Amazon.com, Inc. | AMZN | 190K | $45.28M |
 Guidewire Software, Inc. | GWRE | 95K | $11.69M |
 Taiwan Semiconductor Manufacturing Company Limited | TSM | 76K | $36.3M |
 Meta Platforms, Inc. | META | 64.5K | $36.33M |
 Visa Inc. | V | 63K | $21.61M |
 Spotify Technology S.A. | SPOT | 61K | $28.01M |
 Mastercard Incorporated | MA | 53.5K | $27.48M |
 MercadoLibre, Inc. | MELI | 20.7K | $35.14M |
 ASML Holding N.V. | ASML | 19.5K | $38.79M |