Institutional Fund
Gavilan Investment Partners LLC
Burlingame, CACIK 19634045 filings on record
Portfolio Value
$372.30M
Q1 2026
Holdings
14
Reported positions
New Buys
1
Opened this quarter
QoQ Change
-10.6%
from $416.35M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Amazon Com Inc12.9%
- Meta Platforms Inc9.4%
- Mercadolibre Inc9.1%
- Carvana Co7.8%
- Coupang Inc7.4%
- Shopify Inc7.3%
- Other46.2%
Portfolio Holdings
14 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Amazon Com Inc | 230.0K | $47.90M | 12.9% | 0 | Held |
| 2 | Meta Platforms Inc | 61.0K | $34.90M | 9.4% | 0 | Held |
| 3 | Mercadolibre Inc | 19.5K | $33.72M | 9.1% | 0 | Held |
| 4 | Carvana Co | 92.0K | $28.92M | 7.8% | +6.0K | Added |
| 5 | Coupang Inc | 1.47M | $27.66M | 7.4% | +70.0K | Added |
| 6 | Shopify Inc | 230.0K | $27.28M | 7.3% | 0 | Held |
| 7 | Asml Holding N V | 19.5K | $25.76M | 6.9% | −11.5K | Reduced |
| 8 | Mastercard Incorporated | 49.5K | $24.73M | 6.6% | +3.0K | Added |
| 9 | Spotify Technology S A | 49.5K | $24.00M | 6.4% | +9.5K | Added |
| 10 | Guidewire Software Inc | 149.5K | $22.36M | 6.0% | +34.5K | Added |
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