§ 13F · FUND PROFILE
Gavilan Investment Partners LLC.
AUM · $411M (13F)Positions · 15Turnover · n/a · Q2Filed · Aug 13, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$36M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 13, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | AMZN | AMAZON COM INC | 190K | $45M | 11.0% | −17% |
| 2 | ASML | ASML HLDG NV | 20K | $39M | 9.4% | ±0% |
| 3 | META | META PLATFORMS INC | 65K | $36M | 8.8% | +6% |
| 4 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | 76K | $36M | 8.8% | NEW |
| 5 | MELI | MERCADOLIBRE INC | 21K | $35M | 8.6% | +6% |
| 6 | CVNA | CARVANA CO | 495K | $33M | 7.9% | +438% |
| 7 | SPOT | SPOTIFY TECHNOLOGY S A | 61K | $28M | 6.8% | +23% |
| 8 | MA | MASTERCARD INCORPORATED | 54K | $27M | 6.7% | +8% |
| 9 | SHOP | SHOPIFY INC | 230K | $26M | 6.4% | ±0% |
| 10 | CPNG | COUPANG INC | 1.47M | $25M | 6.2% | ±0% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE GAVILAN SIGNAL
AC read
Gavilan Investment Partners LLC is a Other fund managing $411 million in assets. The fund runs a focused portfolio of just 15 positions.
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