Filed: 11/13/2025ACC: 0001398344-25-020818
📋 What this filing means
GAVILAN INVESTMENT PARTNERS LLC filed this quarterly 13F‑HR report disclosing 13 equity positions with a total reported market value of $447.60M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
13
Positions
$447.60M
Total AUM (reported)
2.95M
Total Shares
Allocation by class
COM$169.56M37.9%
CL A$146.50M32.7%
CL A SUB VTG SHS$45.33M10.1%
N Y REGISTRY SHS$36.79M8.2%
SHS$27.92M6.2%
COM CL A$21.51M4.8%
Portfolio Concentration
Top 3$150.54M33.6%
4–10$224.50M50.2%
11–25$72.56M16.2%
Top 3 weight
33.6%
Top 10 weight
83.8%
Voting Authority Distribution
Total shares with voting rights: 2.95M
Sole
Full voting authority
384.50K
shares
% of voting shares13.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
2.57M
shares
% of voting shares87.0%
Investment Discretion (by position count)
Sole13
Shared0
Other0
Dominant voting typeNone · 87.0% of voting shares
Institutional Holdings13
Rows:
META PLATFORMS INC
SOLEShares74.50K
TypeSH
Market value$54.71M
12.22%
Sole
9.50K
Shared
0.00
None
65K
AMAZON COM INC
SOLEShares230K
TypeSH
Market value$50.50M
11.28%
Sole
30K
Shared
0.00
None
200K
SHOPIFY INC
SOLEShares305K
TypeSH
Market value$45.33M
10.13%
Sole
40K
Shared
0.00
None
265K
COUPANG INC
SOLEShares1.26M
TypeSH
Market value$40.73M
9.10%
Sole
165K
Shared
0.00
None
1.10M
ASML HOLDING N V
SOLEShares38K
TypeSH
Market value$36.79M
8.22%
Sole
5K
Shared
0.00
None
33K
MERCADOLIBRE INC
SOLEShares15K
TypeSH
Market value$35.05M
7.83%
Sole
2K
Shared
0.00
None
13K
PROCORE TECHNOLOGIES INC
SOLEShares420K
TypeSH
Market value$30.63M
6.84%
Sole
55K
Shared
0.00
None
365K
SPOTIFY TECHNOLOGY S A
SOLEShares40K
TypeSH
Market value$27.92M
6.24%
Sole
5K
Shared
0.00
None
35K
UBER TECHNOLOGIES INC
SOLEShares275K
TypeSH
Market value$26.94M
6.02%
Sole
35K
Shared
0.00
None
240K
GUIDEWIRE SOFTWARE INC
SOLEShares115K
TypeSH
Market value$26.43M
5.91%
Sole
15K
Shared
0.00
None
100K
CARVANA CO
SOLEShares69K
TypeSH
Market value$26.03M
5.82%
Sole
9K
Shared
0.00
None
60K
MASTERCARD INCORPORATED
SOLEShares44K
TypeSH
Market value$25.03M
5.59%
Sole
6K
Shared
0.00
None
38K
VISA INC
SOLEShares63K
TypeSH
Market value$21.51M
4.80%
Sole
8K
Shared
0.00
None
55K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
META PLATFORMS INCSOLE | CL A | 74.50K | SH | $54.71M 12.22% | 9.50K | 0.00 | 65K |
AMAZON COM INCSOLE | COM | 230K | SH | $50.50M 11.28% | 30K | 0.00 | 200K |
SHOPIFY INCSOLE | CL A SUB VTG SHS | 305K | SH | $45.33M 10.13% | 40K | 0.00 | 265K |
COUPANG INCSOLE | CL A | 1.26M | SH | $40.73M 9.10% | 165K | 0.00 | 1.10M |
ASML HOLDING N VSOLE | N Y REGISTRY SHS | 38K | SH | $36.79M 8.22% | 5K | 0.00 | 33K |
MERCADOLIBRE INCSOLE | COM | 15K | SH | $35.05M 7.83% | 2K | 0.00 | 13K |
PROCORE TECHNOLOGIES INCSOLE | COM | 420K | SH | $30.63M 6.84% | 55K | 0.00 | 365K |
SPOTIFY TECHNOLOGY S ASOLE | SHS | 40K | SH | $27.92M 6.24% | 5K | 0.00 | 35K |
UBER TECHNOLOGIES INCSOLE | COM | 275K | SH | $26.94M 6.02% | 35K | 0.00 | 240K |
GUIDEWIRE SOFTWARE INCSOLE | COM | 115K | SH | $26.43M 5.91% | 15K | 0.00 | 100K |
CARVANA COSOLE | CL A | 69K | SH | $26.03M 5.82% | 9K | 0.00 | 60K |
MASTERCARD INCORPORATEDSOLE | CL A | 44K | SH | $25.03M 5.59% | 6K | 0.00 | 38K |
VISA INCSOLE | COM CL A | 63K | SH | $21.51M 4.80% | 8K | 0.00 | 55K |