Gavilan Investment Partners LLC
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 14, 2026), Gavilan Investment Partners LLC reported 14 stock positions worth $372.3 million. Its top holding was Amazon.com (AMZN) at 12.9% of the portfolio, followed by Meta Platforms Class A (META, 9.4%) and MercadoLibre (MELI, 9.1%). Compared with Q4 2025, it opened 1 new position, added to 5 and reduced 2. The biggest buy was a new position in Roblox Class A (RBLX) and the biggest sale Procore Technologies (PCOR, shares −8%).
- Most Recent 13F
- Q2 2026
- Location
- BURLINGAME, CA
- CIK
- 0001963404
- Portfolio Value
- $372.3M (Q1 2026)
- SEC Filing
- 0001398344-26-009115 ↗ filed May 14, 2026
Holdings Value
Holdings 14 stocks · $372.3M
| AMZN Amazon.com Inc. | 12.87% | 230,000 | $47.9M | No change |
| META Meta Platforms Inc. Class A | 9.37% | 61,000 | $34.9M | No change |
| MELI MercadoLibre Inc. | 9.06% | 19,500 | $33.7M | No change |
| CVNA Carvana Co. | 7.77% | 92,000 | $28.9M | Add +7.0% |
| CPNG Coupang Inc. | 7.43% | 1,465,000 | $27.7M | Add +5.0% |
| SHOP Shopify Inc. Class A | 7.33% | 230,000 | $27.3M | No change |
| ASML ASML Holding NV-NY Reg SHS filed as ASML HLDG NV | 6.92% | 19,500 | $25.8M | Reduce -37.1% |
| MA Mastercard Inc. Class A | 6.64% | 49,500 | $24.7M | Add +6.5% |
| SPOT Spotify Technology SA | 6.45% | 49,500 | $24.0M | Add +23.8% |
| GWRE Guidewire Software Inc. | 6.01% | 149,500 | $22.4M | Add +30.0% |
| PCOR Procore Technologies Inc. | 5.89% | 385,000 | $21.9M | Reduce -8.3% |
| V Visa Inc. Class A | 5.11% | 63,000 | $19.0M | No change |
| RBLX Roblox Corp. Class A | 4.71% | 310,000 | $17.5M | New |
| UBER Uber Technologies Inc. | 4.44% | 230,000 | $16.5M | No change |
Portfolio Sells Q4 2025 → Q1 2026
Portfolio Buys Q4 2025 → Q1 2026
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 15 | $410.8M | AMZN, ASML, META, TSM, MELI |
| Q1 2026 | 14 | $372.3M | AMZN, META, MELI, CVNA, CPNG |
| Q4 2025 | 13 | $416.4M | AMZN, META, MELI, SHOP, CVNA |
| Q3 2025 | 13 | $447.6M | META, AMZN, SHOP, CPNG, ASML |
| Q2 2025 | 12 | $416.1M | META, AMZN, MELI, SHOP, SPOT |
| Q1 2025 | 13 | $355.5M | META, AMZN, SHOP, SPOT, MELI |
| Q4 2024 | 13 | $360.6M | AMZN, META, SHOP, SPOT, MELI |
| Q3 2024 | 13 | $348.1M | META, AMZN, SHOP, GWRE, UBER |
| Q2 2024 | 13 | $315.0M | AMZN, META, GWRE, MELI, UBER |
| Q1 2024 | 13 | $307.2M | META, AMZN, GWRE, UBER, SPOT |