Gavilan Investment Partners LLC

In its 13F for Q2 2024 (holdings as of June 30, 2024, filed August 13, 2024), Gavilan Investment Partners LLC reported 13 stock positions worth $315.0 million. Its top holding was Amazon.com (AMZN) at 13.9% of the portfolio, followed by Meta Platforms Class A (META, 13.5%) and Guidewire Software (GWRE, 11.3%). Compared with Q1 2024, it added to 2 and reduced 4. The biggest buy was Shopify Class A (SHOP, shares +57%) and the biggest sale Spotify Technology (SPOT, shares −30%).

Most Recent 13F
Q2 2026
Location
BURLINGAME, CA
CIK
0001963404
Portfolio Value
$315.0M (Q2 2024)
SEC Filing
0001398344-24-014429 ↗ filed Aug 13, 2024

Holdings Value

0$100.0M$200.0M$300.0M$400.0M$500.0M Q1 2024: $307.2M Q1 2024 Q2 2024: $315.0M $315.0M Q2 2024 Q3 2024: $348.1M Q3 2024 Q4 2024: $360.6M Q4 2024 Q1 2025: $355.5M Q1 2025 Q2 2025: $416.1M Q2 2025 Q3 2025: $447.6M Q3 2025 Q4 2025: $416.4M Q4 2025 Q1 2026: $372.3M Q1 2026 Q2 2026: $410.8M Q2 2026

Holdings 13 stocks · $315.0M
AMZN Amazon.com Inc. 13.89% 226,500 $43.8M No change
META Meta Platforms Inc. Class A 13.49% 84,300 $42.5M Reduce -7.4%
GWRE Guidewire Software Inc. 11.34% 259,000 $35.7M No change
MELI MercadoLibre Inc. 8.45% 16,200 $26.6M Add +13.3%
UBER Uber Technologies Inc. 8.24% 357,000 $25.9M No change
SHOP Shopify Inc. Class A 7.46% 356,000 $23.5M Add +56.8%
CPNG Coupang Inc. 6.92% 1,040,000 $21.8M Reduce -19.7%
SPOT Spotify Technology SA 6.77% 68,000 $21.3M Reduce -29.9%
MA Mastercard Inc. Class A 6.30% 45,000 $19.9M No change
ASML ASML Holding NV-NY Reg SHS 5.26% 16,200 $16.6M No change
V Visa Inc. Class A 4.87% 58,500 $15.4M No change
VRRM Verra Mobility Corp. 3.97% 460,000 $12.5M Reduce -11.5%
LBRDA Liberty Broadband-A 3.03% 175,000 $9.6M No change

Portfolio Sells Q1 2024 → Q2 2024
SPOT Spotify Technology SA Reduce -29.9% 6.77% −1.56
META Meta Platforms Inc. Class A Reduce -7.4% 13.49% −0.89
CPNG Coupang Inc. Reduce -19.7% 6.92% −0.58
VRRM Verra Mobility Corp. Reduce -11.5% 3.97% −0.25

Portfolio Buys Q1 2024 → Q2 2024
SHOP Shopify Inc. Class A Add +56.8% 7.46% +1.76
MELI MercadoLibre Inc. Add +13.3% 8.45% +1.41

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 15$410.8MAMZN, ASML, META, TSM, MELI
Q1 2026 14$372.3MAMZN, META, MELI, CVNA, CPNG
Q4 2025 13$416.4MAMZN, META, MELI, SHOP, CVNA
Q3 2025 13$447.6MMETA, AMZN, SHOP, CPNG, ASML
Q2 2025 12$416.1MMETA, AMZN, MELI, SHOP, SPOT
Q1 2025 13$355.5MMETA, AMZN, SHOP, SPOT, MELI
Q4 2024 13$360.6MAMZN, META, SHOP, SPOT, MELI
Q3 2024 13$348.1MMETA, AMZN, SHOP, GWRE, UBER
Q2 2024 13$315.0MAMZN, META, GWRE, MELI, UBER
Q1 2024 13$307.2MMETA, AMZN, GWRE, UBER, SPOT