Gavilan Investment Partners LLC Q4 2025 Filing
Filed February 13, 2026
Portfolio Value
$416.4M
Holdings
13
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (13 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | AMZNAMAZON COM INC | 230,000 | $53.1M | 12.75% | |
| 2 | METAMETA PLATFORMS INC | 61,000 | $40.3M | 9.67% | |
| 3 | MLB1MERCADOLIBRE INC | 19,500 | $39.3M | 9.43% | |
| 4 | SHOPSHOPIFY INC | 230,000 | $37.0M | 8.89% | |
| 5 | CVNACARVANA CO | 86,000 | $36.3M | 8.72% | |
| 6 | ASMLASML HOLDING N V | 31,000 | $33.2M | 7.97% | |
| 7 | CPNGCOUPANG INC | 1,395,000 | $32.9M | 7.90% | |
| 8 | PCORPROCORE TECHNOLOGIES INC | 420,000 | $30.6M | 7.34% | |
| 9 | MAMASTERCARD INCORPORATED | 46,500 | $26.5M | 6.38% | |
| 10 | SPOTSPOTIFY TECHNOLOGY S A | 40,000 | $23.2M | 5.58% | |
| 11 | GWREGUIDEWIRE SOFTWARE INC | 115,000 | $23.1M | 5.55% | |
| 12 | VVISA INC | 63,000 | $22.1M | 5.31% | |
| 13 | UBERUBER TECHNOLOGIES INC | 230,000 | $18.8M | 4.51% |