Filed: 2/13/2026ACC: 0001398344-26-002956
📋 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 $416.35M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
13
Positions
$416.35M
Total AUM (reported)
2.97M
Total Shares
Allocation by class
COM$164.83M39.6%
CL A$136.01M32.7%
CL A SUB VTG SHS$37.02M8.9%
N Y REGISTRY SHS$33.17M8.0%
SHS$23.23M5.6%
COM CL A$22.09M5.3%
Portfolio Concentration
Top 3$132.63M31.9%
4–10$219.72M52.8%
11–25$64.00M15.4%
Top 3 weight
31.9%
Top 10 weight
84.6%
Voting Authority Distribution
Total shares with voting rights: 2.97M
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
2.58M
shares
% of voting shares87.0%
Investment Discretion (by position count)
Sole13
Shared0
Other0
Dominant voting typeNone · 87.0% of voting shares
Institutional Holdings13
Rows:
AMAZON COM INC
SOLEShares230K
TypeSH
Market value$53.09M
12.75%
Sole
30K
Shared
0.00
None
200K
META PLATFORMS INC
SOLEShares61K
TypeSH
Market value$40.27M
9.67%
Sole
8K
Shared
0.00
None
53K
MERCADOLIBRE INC
SOLEShares19.50K
TypeSH
Market value$39.28M
9.43%
Sole
2.50K
Shared
0.00
None
17K
SHOPIFY INC
SOLEShares230K
TypeSH
Market value$37.02M
8.89%
Sole
30K
Shared
0.00
None
200K
CARVANA CO
SOLEShares86K
TypeSH
Market value$36.29M
8.72%
Sole
11K
Shared
0.00
None
75K
ASML HOLDING N V
SOLEShares31K
TypeSH
Market value$33.17M
7.97%
Sole
4K
Shared
0.00
None
27K
COUPANG INC
SOLEShares1.40M
TypeSH
Market value$32.91M
7.90%
Sole
180K
Shared
0.00
None
1.22M
PROCORE TECHNOLOGIES INC
SOLEShares420K
TypeSH
Market value$30.55M
7.34%
Sole
55K
Shared
0.00
None
365K
MASTERCARD INCORPORATED
SOLEShares46.50K
TypeSH
Market value$26.55M
6.38%
Sole
6K
Shared
0.00
None
40.50K
SPOTIFY TECHNOLOGY S A
SOLEShares40K
TypeSH
Market value$23.23M
5.58%
Sole
5K
Shared
0.00
None
35K
GUIDEWIRE SOFTWARE INC
SOLEShares115K
TypeSH
Market value$23.12M
5.55%
Sole
15K
Shared
0.00
None
100K
VISA INC
SOLEShares63K
TypeSH
Market value$22.09M
5.31%
Sole
8K
Shared
0.00
None
55K
UBER TECHNOLOGIES INC
SOLEShares230K
TypeSH
Market value$18.79M
4.51%
Sole
30K
Shared
0.00
None
200K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
AMAZON COM INCSOLE | COM | 230K | SH | $53.09M 12.75% | 30K | 0.00 | 200K |
META PLATFORMS INCSOLE | CL A | 61K | SH | $40.27M 9.67% | 8K | 0.00 | 53K |
MERCADOLIBRE INCSOLE | COM | 19.50K | SH | $39.28M 9.43% | 2.50K | 0.00 | 17K |
SHOPIFY INCSOLE | CL A SUB VTG SHS | 230K | SH | $37.02M 8.89% | 30K | 0.00 | 200K |
CARVANA COSOLE | CL A | 86K | SH | $36.29M 8.72% | 11K | 0.00 | 75K |
ASML HOLDING N VSOLE | N Y REGISTRY SHS | 31K | SH | $33.17M 7.97% | 4K | 0.00 | 27K |
COUPANG INCSOLE | CL A | 1.40M | SH | $32.91M 7.90% | 180K | 0.00 | 1.22M |
PROCORE TECHNOLOGIES INCSOLE | COM | 420K | SH | $30.55M 7.34% | 55K | 0.00 | 365K |
MASTERCARD INCORPORATEDSOLE | CL A | 46.50K | SH | $26.55M 6.38% | 6K | 0.00 | 40.50K |
SPOTIFY TECHNOLOGY S ASOLE | SHS | 40K | SH | $23.23M 5.58% | 5K | 0.00 | 35K |
GUIDEWIRE SOFTWARE INCSOLE | COM | 115K | SH | $23.12M 5.55% | 15K | 0.00 | 100K |
VISA INCSOLE | COM CL A | 63K | SH | $22.09M 5.31% | 8K | 0.00 | 55K |
UBER TECHNOLOGIES INCSOLE | COM | 230K | SH | $18.79M 4.51% | 30K | 0.00 | 200K |