Gavilan Investment Partners as of June 30, 2025
Portfolio Holdings for Gavilan Investment Partners
Gavilan Investment Partners holds 12 positions in its portfolio as reported in the June 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Meta Platforms Cl A (META) | 14.3 | $59M | 81k | 738.09 | |
| Amazon (AMZN) | 12.1 | $51M | 230k | 219.39 | |
| MercadoLibre (MELI) | 9.4 | $39M | 15k | 2613.63 | |
| Shopify Cl A Sub Vtg Shs (SHOP) | 9.1 | $38M | 330k | 115.35 | |
| Spotify Technology S A SHS (SPOT) | 8.5 | $35M | 46k | 767.34 | |
| Coupang Cl A (CPNG) | 8.3 | $35M | 1.2M | 29.96 | |
| Asml Holding N V N Y Registry Shs (ASML) | 7.3 | $31M | 38k | 801.39 | |
| Procore Technologies (PCOR) | 6.9 | $29M | 420k | 68.42 | |
| Guidewire Software (GWRE) | 6.5 | $27M | 115k | 235.45 | |
| Uber Technologies (UBER) | 6.2 | $26M | 275k | 93.30 | |
| Mastercard Incorporated Cl A (MA) | 5.9 | $25M | 44k | 561.94 | |
| Visa Com Cl A (V) | 5.4 | $22M | 63k | 355.05 |
