Filed: 5/14/2026ACC: 0001398344-26-009115
📋 What this filing means
GAVILAN INVESTMENT PARTNERS LLC filed this quarterly 13F‑HR report disclosing 14 equity positions with a total reported market value of $372.30M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
14
Positions
$372.30M
Total AUM (reported)
3.35M
Total Shares
Allocation by class
COM$142.47M38.3%
CL A$133.75M35.9%
CL A SUB VTG SHS$27.28M7.3%
N Y REGISTRY SHS$25.76M6.9%
SHS$24.00M6.4%
COM CL A$19.04M5.1%
Portfolio Concentration
Top 3$116.52M31.3%
4–10$180.72M48.5%
11–25$75.06M20.2%
Top 3 weight
31.3%
Top 10 weight
79.8%
Voting Authority Distribution
Total shares with voting rights: 3.35M
Sole
Full voting authority
435.50K
shares
% of voting shares13.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
2.92M
shares
% of voting shares87.0%
Investment Discretion (by position count)
Sole14
Shared0
Other0
Dominant voting typeNone · 87.0% of voting shares
Institutional Holdings14
Rows:
AMAZON COM INC
SOLEShares230K
TypeSH
Market value$47.90M
12.87%
Sole
30K
Shared
0.00
None
200K
META PLATFORMS INC
SOLEShares61K
TypeSH
Market value$34.90M
9.37%
Sole
8K
Shared
0.00
None
53K
MERCADOLIBRE INC
SOLEShares19.50K
TypeSH
Market value$33.72M
9.06%
Sole
2.50K
Shared
0.00
None
17K
CARVANA CO
SOLEShares92K
TypeSH
Market value$28.92M
7.77%
Sole
12K
Shared
0.00
None
80K
COUPANG INC
SOLEShares1.47M
TypeSH
Market value$27.66M
7.43%
Sole
190K
Shared
0.00
None
1.27M
SHOPIFY INC
SOLEShares230K
TypeSH
Market value$27.28M
7.33%
Sole
30K
Shared
0.00
None
200K
ASML HLDG NV
SOLEShares19.50K
TypeSH
Market value$25.76M
6.92%
Sole
2.50K
Shared
0.00
None
17K
MASTERCARD INCORPORATED
SOLEShares49.50K
TypeSH
Market value$24.73M
6.64%
Sole
6.50K
Shared
0.00
None
43K
SPOTIFY TECHNOLOGY S A
SOLEShares49.50K
TypeSH
Market value$24.00M
6.45%
Sole
6.50K
Shared
0.00
None
43K
GUIDEWIRE SOFTWARE INC
SOLEShares149.50K
TypeSH
Market value$22.36M
6.01%
Sole
19.50K
Shared
0.00
None
130K
PROCORE TECHNOLOGIES INC
SOLEShares385K
TypeSH
Market value$21.95M
5.89%
Sole
50K
Shared
0.00
None
335K
VISA INC
SOLEShares63K
TypeSH
Market value$19.04M
5.11%
Sole
8K
Shared
0.00
None
55K
ROBLOX CORP
SOLEShares310K
TypeSH
Market value$17.53M
4.71%
Sole
40K
Shared
0.00
None
270K
UBER TECHNOLOGIES INC
SOLEShares230K
TypeSH
Market value$16.54M
4.44%
Sole
30K
Shared
0.00
None
200K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
AMAZON COM INCSOLE | COM | 230K | SH | $47.90M 12.87% | 30K | 0.00 | 200K |
META PLATFORMS INCSOLE | CL A | 61K | SH | $34.90M 9.37% | 8K | 0.00 | 53K |
MERCADOLIBRE INCSOLE | COM | 19.50K | SH | $33.72M 9.06% | 2.50K | 0.00 | 17K |
CARVANA COSOLE | CL A | 92K | SH | $28.92M 7.77% | 12K | 0.00 | 80K |
COUPANG INCSOLE | CL A | 1.47M | SH | $27.66M 7.43% | 190K | 0.00 | 1.27M |
SHOPIFY INCSOLE | CL A SUB VTG SHS | 230K | SH | $27.28M 7.33% | 30K | 0.00 | 200K |
ASML HLDG NVSOLE | N Y REGISTRY SHS | 19.50K | SH | $25.76M 6.92% | 2.50K | 0.00 | 17K |
MASTERCARD INCORPORATEDSOLE | CL A | 49.50K | SH | $24.73M 6.64% | 6.50K | 0.00 | 43K |
SPOTIFY TECHNOLOGY S ASOLE | SHS | 49.50K | SH | $24.00M 6.45% | 6.50K | 0.00 | 43K |
GUIDEWIRE SOFTWARE INCSOLE | COM | 149.50K | SH | $22.36M 6.01% | 19.50K | 0.00 | 130K |
PROCORE TECHNOLOGIES INCSOLE | COM | 385K | SH | $21.95M 5.89% | 50K | 0.00 | 335K |
VISA INCSOLE | COM CL A | 63K | SH | $19.04M 5.11% | 8K | 0.00 | 55K |
ROBLOX CORPSOLE | CL A | 310K | SH | $17.53M 4.71% | 40K | 0.00 | 270K |
UBER TECHNOLOGIES INCSOLE | COM | 230K | SH | $16.54M 4.44% | 30K | 0.00 | 200K |