Gavilan Investment Partners LLC Q3 2025 Filing

Filed November 13, 2025

Portfolio Value

$447.6B

Holdings

13

Report Date

Q3 2025

Filing Type

13F-HR

All Holdings (13 positions)

#	Stock	Shares	Value	% Portfolio	Type
1	METAMETA PLATFORMS INC	74,500	$54.7B	12.22%
2	AMZNAMAZON COM INC	230,000	$50.5B	11.28%
3	SHOPSHOPIFY INC	305,000	$45.3B	10.13%
4	CPNGCOUPANG INC	1,265,000	$40.7B	9.10%
5	ASMLASML HOLDING N V	38,000	$36.8B	8.22%
6	MLB1MERCADOLIBRE INC	15,000	$35.1B	7.83%
7	PCORPROCORE TECHNOLOGIES INC	420,000	$30.6B	6.84%
8	SPOTSPOTIFY TECHNOLOGY S A	40,000	$27.9B	6.24%
9	UBERUBER TECHNOLOGIES INC	275,000	$26.9B	6.02%
10	GWREGUIDEWIRE SOFTWARE INC	115,000	$26.4B	5.91%
11	CVNACARVANA CO	69,000	$26.0B	5.82%
12	MAMASTERCARD INCORPORATED	44,000	$25.0B	5.59%
13	VVISA INC	63,000	$21.5B	4.80%