Gavilan Investment Partners as of June 30, 2026
Portfolio Holdings for Gavilan Investment Partners
Gavilan Investment Partners holds 15 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Amazon (AMZN) | 11.0 | $45M | 190k | 238.34 | |
| Asml Hldg Nv N Y Registry Shs (ASML) | 9.4 | $39M | 20k | 1989.44 | |
| Meta Platforms Cl A (META) | 8.8 | $36M | 65k | 563.29 | |
| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 8.8 | $36M | 76k | 477.57 | |
| MercadoLibre (MELI) | 8.6 | $35M | 21k | 1697.39 | |
| Carvana Cl A (CVNA) | 7.9 | $33M | 495k | 65.82 | |
| Spotify Technology S A SHS (SPOT) | 6.8 | $28M | 61k | 459.13 | |
| Mastercard Incorporated Cl A (MA) | 6.7 | $28M | 54k | 513.60 | |
| Shopify Cl A Sub Vtg Shs (SHOP) | 6.4 | $26M | 230k | 114.18 | |
| Coupang Cl A (CPNG) | 6.2 | $25M | 1.5M | 17.37 | |
| Visa Com Cl A (V) | 5.3 | $22M | 63k | 343.09 | |
| Roblox Corp Cl A (RBLX) | 4.1 | $17M | 310k | 54.38 | |
| Uber Technologies (UBER) | 4.0 | $17M | 230k | 72.16 | |
| Procore Technologies (PCOR) | 3.0 | $12M | 305k | 40.62 | |
| Guidewire Software (GWRE) | 2.8 | $12M | 95k | 123.05 |
