Gavilan Investment Partners LLC: 13F holdings
CIK 19634042026Q2
| Positions | 15 |
|---|
| Reported value | $410.8m |
|---|
| Filed | 2026-08-13 |
|---|
Change since last quarter
| Positions | 15 (+1 vs prior quarter) |
|---|
| Reported value | $410.8m (+10.3%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| AMZN AMAZON COM INC | 190,000 | $45.3m | 11.0% |
| ASML HLDG NV | 19,500 | $38.8m | 9.4% |
| META META PLATFORMS INC | 64,500 | $36.3m | 8.8% |
| TSM TAIWAN SEMICONDUCTOR MANUFAC | 76,000 | $36.3m | 8.8% |
| MELI MERCADOLIBRE INC | 20,700 | $35.1m | 8.6% |
| CVNA CARVANA CO | 495,000 | $32.6m | 7.9% |
| SPOTIFY TECHNOLOGY S A | 61,000 | $28.0m | 6.8% |
| MA MASTERCARD INCORPORATED | 53,500 | $27.5m | 6.7% |
| SHOP SHOPIFY INC | 230,000 | $26.3m | 6.4% |
| CPNG COUPANG INC | 1,465,000 | $25.4m | 6.2% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1963404")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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