Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Gavilan Investment Partners LLC (CIK 1963404) reported $372.3M across 14 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: AMZN ($47.9M, 12.87%), META ($34.9M, 9.37%), MELI ($33.7M, 9.06%), CVNA ($28.9M, 7.77%), CPNG ($27.7M, 7.43%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AMZN | AMAZON COM INC | $47.9M | 12.87% | 230,000 | Hold |
| 2 | META | META PLATFORMS INC | $34.9M | 9.37% | 61,000 | Hold |
| 3 | MELI | MERCADOLIBRE INC | $33.7M | 9.06% | 19,500 | Hold |
| 4 | CVNA | CARVANA CO | $28.9M | 7.77% | 92,000 | Added |
| 5 | CPNG | COUPANG INC | $27.7M | 7.43% | 1.5M | Added |
| 6 | SHOP | SHOPIFY INC | $27.3M | 7.33% | 230,000 | Hold |
| 7 | ASML | ASML HLDG NV | $25.8M | 6.92% | 19,500 | Trimmed |
| 8 | MA | MASTERCARD INCORPORATED | $24.7M | 6.64% | 49,500 | Added |
| 9 | SPOT | SPOTIFY TECHNOLOGY S A | $24.0M | 6.45% | 49,500 | Added |
| 10 | GWRE | GUIDEWIRE SOFTWARE INC | $22.4M | 6.01% | 149,500 | Added |
| 11 | PCOR | PROCORE TECHNOLOGIES INC | $21.9M | 5.89% | 385,000 | Trimmed |
| 12 | V | VISA INC | $19.0M | 5.11% | 63,000 | Hold |
| 13 | RBLX | ROBLOX CORP | $17.5M | 4.71% | 310,000 | New |
| 14 | UBER | UBER TECHNOLOGIES INC | $16.5M | 4.44% | 230,000 | Hold |
Source: SEC Form 13F filings · as of 2026-03-31