The Analysis of Gavilan Investment Partners LLC's Holdings
Currently, Gavilan Investment Partners LLC holds 13 types of securities in its portfolio with a total value $416.4M. In the most recent quarter, they have increased their positions in MELI (+4.5K shares, valued at $9.1M), CVNA (+17.0K shares, valued at $7.2M), CPNG (+130.0K shares, valued at $3.1M); decreased their positions in SHOP (-75.0K shares, valued at $12.1M), META (-13.5K shares, valued at $8.9M), ASML (-7.0K shares, valued at $7.5M). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
AMZN AMAZON COM INC230.0K shares0.00%2025-12-312026-02-13
META META PLATFORMS INC61.0K shares-18.12%2025-12-312026-02-13 MELI MERCADOLIBRE INC19.5K shares30.00%2025-12-312026-02-13 SHOP SHOPIFY INC230.0K shares-24.59%2025-12-312026-02-13 CVNA CARVANA CO86.0K shares24.64%2025-12-312026-02-13 ASML ASML HOLDING N V31.0K shares-18.42%2025-12-312026-02-13 CPNG COUPANG INC1.4M shares10.28%2025-12-312026-02-13 PCOR PROCORE TECHNOLOGIES INC420.0K shares0.00%2025-12-312026-02-13 MA MASTERCARD INCORPORATED46.5K shares5.68%2025-12-312026-02-13 SPOT SPOTIFY TECHNOLOGY S A40.0K shares0.00%2025-12-312026-02-13 GWRE GUIDEWIRE SOFTWARE INC115.0K shares0.00%2025-12-312026-02-13 V VISA INC63.0K shares0.00%2025-12-312026-02-13 UBER UBER TECHNOLOGIES INC230.0K shares-16.36%2025-12-312026-02-13 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available