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 $447.6M. In the most recent quarter, they have increased their positions in CVNA (+69.0K shares, valued at $26.0M), CPNG (+110.0K shares, valued at $3.5M); decreased their positions in META (-6.0K shares, valued at $4.4M), SPOT (-6.0K shares, valued at $4.2M), SHOP (-25.0K shares, valued at $3.7M); initiated new positions in CVNA (+69.0K shares, valued at $26.0M).

Top Holding Treemap

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

META META PLATFORMS INC74.5K shares-7.45%2025-09-302025-11-13

AMZN AMAZON COM INC230.0K shares0.00%2025-09-302025-11-13

SHOP SHOPIFY INC305.0K shares-7.58%2025-09-302025-11-13

CPNG COUPANG INC1.3M shares9.52%2025-09-302025-11-13

ASML ASML HOLDING N V38.0K shares0.00%2025-09-302025-11-13

MELI MERCADOLIBRE INC15.0K shares0.00%2025-09-302025-11-13

PCOR PROCORE TECHNOLOGIES INC420.0K shares0.00%2025-09-302025-11-13

SPOT SPOTIFY TECHNOLOGY S A40.0K shares-13.04%2025-09-302025-11-13

Sponsored

UBER UBER TECHNOLOGIES INC275.0K shares0.00%2025-09-302025-11-13

GWRE GUIDEWIRE SOFTWARE INC115.0K shares0.00%2025-09-302025-11-13

CVNA CARVANA CO69.0K sharesnew addition2025-09-302025-11-13

MA MASTERCARD INCORPORATED44.0K shares0.00%2025-09-302025-11-13

V VISA INC63.0K shares0.00%2025-09-302025-11-13

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available