Gavilan Investment Partners as of March 31, 2026
Portfolio Holdings for Gavilan Investment Partners
Gavilan Investment Partners holds 14 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Amazon (AMZN) | 12.9 | $48M | 230k | 208.27 | |
| Meta Platforms Cl A (META) | 9.4 | $35M | 61k | 572.13 | |
| MercadoLibre (MELI) | 9.1 | $34M | 20k | 1729.02 | |
| Carvana Cl A (CVNA) | 7.8 | $29M | 92k | 314.38 | |
| Coupang Cl A (CPNG) | 7.4 | $28M | 1.5M | 18.88 | |
| Shopify Cl A Sub Vtg Shs (SHOP) | 7.3 | $27M | 230k | 118.62 | |
| Asml Hldg Nv N Y Registry Shs (ASML) | 6.9 | $26M | 20k | 1320.83 | |
| Mastercard Incorporated Cl A (MA) | 6.6 | $25M | 50k | 499.66 | |
| Spotify Technology S A SHS (SPOT) | 6.4 | $24M | 50k | 484.91 | |
| Guidewire Software (GWRE) | 6.0 | $22M | 150k | 149.56 | |
| Procore Technologies (PCOR) | 5.9 | $22M | 385k | 57.00 | |
| Visa Com Cl A (V) | 5.1 | $19M | 63k | 302.24 | |
| Roblox Corp Cl A (RBLX) | 4.7 | $18M | 310k | 56.56 | |
| Uber Technologies (UBER) | 4.4 | $17M | 230k | 71.93 |
