Gavilan Investment Partners LLC Q4 2025 Filing

Filed February 13, 2026

Portfolio Value

$416.4B

Holdings

13

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (13 positions)

#	Stock	Shares	Value	% Portfolio	Type
1	AMZNAMAZON COM INC	230,000	$53.1B	12.75%
2	METAMETA PLATFORMS INC	61,000	$40.3B	9.67%
3	MLB1MERCADOLIBRE INC	19,500	$39.3B	9.43%
4	SHOPSHOPIFY INC	230,000	$37.0B	8.89%
5	CVNACARVANA CO	86,000	$36.3B	8.72%
6	ASMLASML HOLDING N V	31,000	$33.2B	7.97%
7	CPNGCOUPANG INC	1,395,000	$32.9B	7.90%
8	PCORPROCORE TECHNOLOGIES INC	420,000	$30.6B	7.34%
9	MAMASTERCARD INCORPORATED	46,500	$26.5B	6.38%
10	SPOTSPOTIFY TECHNOLOGY S A	40,000	$23.2B	5.58%
11	GWREGUIDEWIRE SOFTWARE INC	115,000	$23.1B	5.55%
12	VVISA INC	63,000	$22.1B	5.31%
13	UBERUBER TECHNOLOGIES INC	230,000	$18.8B	4.51%