Gavilan Investment Partners LLC Q3 2025 Filing
Filed November 13, 2025
Portfolio Value
$447.6B
Holdings
13
Report Date
Q3 2025
Filing Type
13F-HR
All Holdings (13 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | METAMETA PLATFORMS INC | 74,500 | $54.7B | 12.22% | |
| 2 | AMZNAMAZON COM INC | 230,000 | $50.5B | 11.28% | |
| 3 | SHOPSHOPIFY INC | 305,000 | $45.3B | 10.13% | |
| 4 | CPNGCOUPANG INC | 1,265,000 | $40.7B | 9.10% | |
| 5 | ASMLASML HOLDING N V | 38,000 | $36.8B | 8.22% | |
| 6 | MLB1MERCADOLIBRE INC | 15,000 | $35.1B | 7.83% | |
| 7 | PCORPROCORE TECHNOLOGIES INC | 420,000 | $30.6B | 6.84% | |
| 8 | SPOTSPOTIFY TECHNOLOGY S A | 40,000 | $27.9B | 6.24% | |
| 9 | UBERUBER TECHNOLOGIES INC | 275,000 | $26.9B | 6.02% | |
| 10 | GWREGUIDEWIRE SOFTWARE INC | 115,000 | $26.4B | 5.91% | |
| 11 | CVNACARVANA CO | 69,000 | $26.0B | 5.82% | |
| 12 | MAMASTERCARD INCORPORATED | 44,000 | $25.0B | 5.59% | |
| 13 | VVISA INC | 63,000 | $21.5B | 4.80% |