Gavilan Investment Partners LLC

BURLINGAME, CA · CIK 1963404 · 13F filing filed 2026-08-13

SEC-registered investment adviser since 2022 · limited liability company

As an employer

$410.8m reported value +10.3% vs Q1 2026

15positions

80.7%in top 10

1 new 5 added 3 reduced 0 sold out vs Q1 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	AMAZON COM INC COM AMZN	AMZN	190,000	$45.3m11.02%	11.02%	Reduced -40.0k	-40,000 -17.4%
2	ASML HOLDING N V N Y REGISTRY SHS ASML	ASML	19,500	$38.8m9.44%	9.44%	Unchanged
3	META PLATFORMS INC CL A META	META	64,500	$36.3m8.85%	8.85%	Added +3.5k	+3,500 5.7%
4	TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS TSM	TSM	76,000	$36.3m8.84%	8.84%	New
5	MERCADOLIBRE INC COM MELI	MELI	20,700	$35.1m8.55%	8.55%	Added +1.2k	+1,200 6.2%
6	CARVANA CO CL A CVNA	CVNA	495,000	$32.6m7.93%	7.93%	Added +35.0k	+35,000 7.6%
7	SPOTIFY TECHNOLOGY S A SHS SPOT	SPOT	61,000	$28.0m6.82%	6.82%	Added +11.5k	+11,500 23.2%
8	MASTERCARD INCORPORATED CL A MA	MA	53,500	$27.5m6.69%	6.69%	Added +4.0k	+4,000 8.1%
9	SHOPIFY INC CL A SUB VTG SHS SHOP	SHOP	230,000	$26.3m6.39%	6.39%	Unchanged
10	COUPANG INC CL A CPNG	CPNG	1,465,000	$25.4m6.20%	6.20%	Unchanged
11	VISA INC COM CL A V	V	63,000	$21.6m5.26%	5.26%	Unchanged
12	ROBLOX CORP CL A RBLX	RBLX	310,000	$16.9m4.10%	4.10%	Unchanged
13	UBER TECHNOLOGIES INC COM UBER	UBER	230,000	$16.6m4.04%	4.04%	Unchanged
14	PROCORE TECHNOLOGIES INC COM PCOR	PCOR	305,000	$12.4m3.02%	3.02%	Reduced -80.0k	-80,000 -20.8%
15	GUIDEWIRE SOFTWARE INC COM GWRE	GWRE	95,000	$11.7m2.85%	2.85%	Reduced -54.5k	-54,500 -36.5%