Gavilan Investment Partners LLC - Stock Holdings in 13F Filings (SEC)

Updated on March 15, 2026.

Based on 13F Filings filed with the SEC on February 13, 2026, for the 2025 Q4 period, Gavilan Investment Partners LLC held in its portfolio 13 assets valued at $416,351,990 (i.e. $416.35M).

The most valuable assets in the portfolio included: AMAZON COM INC ($53.09M), META PLATFORMS INC ($40.27M), and MERCADOLIBRE INC ($39.28M).

The chart below shows the top 10 valuable assets, and the table below shows the top 13 valuable assets.

You can see similar for other investment managers.

Related Topics: SEC Topic List.

Data Source: SEC.

Top Valuable Stocks in Gavilan Investment Partners LLC Portfolio

AMAZON COM INC

META PLATFORMS INC

MERCADOLIBRE INC

SHOPIFY INC

CARVANA CO

ASML HOLDING N V

COUPANG INC

PROCORE TECHNOLOGIES INC

MASTERCARD INCORPORATED

SPOTIFY TECHNOLOGY S A

Gavilan Investment Partners LLC - Stock Holdings in 13F Filings (SEC)

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Name of Issuer	No. of Shares	Value ($)	Class
AMAZON COM INC	230000	53088600	COM
META PLATFORMS INC	61000	40265490	CL A
MERCADOLIBRE INC	19500	39278070	COM
SHOPIFY INC	230000	37023100	CL A SUB VTG SHS
CARVANA CO	86000	36293720	CL A
ASML HOLDING N V	31000	33165660	N Y REGISTRY SHS
COUPANG INC	1395000	32908050	CL A
PROCORE TECHNOLOGIES INC	420000	30550800	COM
MASTERCARD INCORPORATED	46500	26545920	CL A
SPOTIFY TECHNOLOGY S A	40000	23228400	SHS
GUIDEWIRE SOFTWARE INC	115000	23116150	COM
VISA INC	63000	22094730	COM CL A
UBER TECHNOLOGIES INC	230000	18793300	COM