Gavilan Investment Partners as of Sept. 30, 2025
Portfolio Holdings for Gavilan Investment Partners
Gavilan Investment Partners holds 13 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Meta Platforms Cl A (META) | 12.2 | $55M | 75k | 734.38 | |
| Amazon (AMZN) | 11.3 | $51M | 230k | 219.57 | |
| Shopify Cl A Sub Vtg Shs (SHOP) | 10.1 | $45M | 305k | 148.61 | |
| Coupang Cl A (CPNG) | 9.1 | $41M | 1.3M | 32.20 | |
| Asml Holding N V N Y Registry Shs (ASML) | 8.2 | $37M | 38k | 968.09 | |
| MercadoLibre (MELI) | 7.8 | $35M | 15k | 2336.94 | |
| Procore Technologies (PCOR) | 6.8 | $31M | 420k | 72.92 | |
| Spotify Technology S A SHS (SPOT) | 6.2 | $28M | 40k | 698.00 | |
| Uber Technologies (UBER) | 6.0 | $27M | 275k | 97.97 | |
| Guidewire Software (GWRE) | 5.9 | $26M | 115k | 229.86 | |
| Carvana Cl A (CVNA) | 5.8 | $26M | 69k | 377.24 | |
| Mastercard Incorporated Cl A (MA) | 5.6 | $25M | 44k | 568.81 | |
| Visa Com Cl A (V) | 4.8 | $22M | 63k | 341.38 |
