Gavilan Investment Partners as of Dec. 31, 2025
Portfolio Holdings for Gavilan Investment Partners
Gavilan Investment Partners holds 13 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Amazon (AMZN) | 12.8 | $53M | 230k | 230.82 | |
| Meta Platforms Cl A (META) | 9.7 | $40M | 61k | 660.09 | |
| MercadoLibre (MELI) | 9.4 | $39M | 20k | 2014.26 | |
| Shopify Cl A Sub Vtg Shs (SHOP) | 8.9 | $37M | 230k | 160.97 | |
| Carvana Cl A (CVNA) | 8.7 | $36M | 86k | 422.02 | |
| Asml Holding N V N Y Registry Shs (ASML) | 8.0 | $33M | 31k | 1069.86 | |
| Coupang Cl A (CPNG) | 7.9 | $33M | 1.4M | 23.59 | |
| Procore Technologies (PCOR) | 7.3 | $31M | 420k | 72.74 | |
| Mastercard Incorporated Cl A (MA) | 6.4 | $27M | 47k | 570.88 | |
| Spotify Technology S A SHS (SPOT) | 5.6 | $23M | 40k | 580.71 | |
| Guidewire Software (GWRE) | 5.6 | $23M | 115k | 201.01 | |
| Visa Com Cl A (V) | 5.3 | $22M | 63k | 350.71 | |
| Uber Technologies (UBER) | 4.5 | $19M | 230k | 81.71 |
