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Gavilan Investment Partners LLC

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13F filer, CIK 1963404, BURLINGAME, CA

Gavilan Investment Partners LLC reported $355,530,621 across 13 holdings for the quarter ended 2025-03-31, in a 13F-HR filed 2025-05-14. Its ten largest share positions make up 84.43% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001398344-25-009332

Period
2025-03-31
Reported value
$356M
Holdings
13
Top 10 weight
84.43%
New
0
Sold out
0

Largest buys vs the previous quarter

SecurityShares changeApprox. value
AMZNadded+10,000$1.9M
PCORadded+27,500$1.82M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
SPOTreduced-13,000-$7.15M
GWREreduced-24,000-$4.5M
UBERreduced-47,000-$3.42M
MELIreduced-1,200-$2.34M
Vreduced-1,000-$350K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q1 2025

Share positions as resolved from 13F-HR 0001398344-25-009332, largest first. % of portfolio is the value over $355,530,621, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
METAMETA PLATFORMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 84,300 shares; 2024Q4: 81,000 shares; 2025Q1: 80,500 shares 80,500$46.4M13.05%-500Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 237,000 shares; 2024Q4: 220,000 shares; 2025Q1: 230,000 shares 230,000$43.8M12.31%+10,000Timeline
SHOPSHOPIFY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 401,000 shares; 2024Q4: 330,000 shares; 2025Q1: 330,000 shares 330,000$31.5M8.86%0Timeline
SPOTSPOTIFY TECHNOLOGY S AQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 68,000 shares; 2024Q4: 68,000 shares; 2025Q1: 55,000 shares 55,000$30.3M8.51%-13,000Timeline
MELIMERCADOLIBRE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,300 shares; 2024Q4: 16,200 shares; 2025Q1: 15,000 shares 15,000$29.3M8.23%-1,200Timeline
GWREGUIDEWIRE SOFTWARE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 161,500 shares; 2024Q4: 161,500 shares; 2025Q1: 137,500 shares 137,500$25.8M7.25%-24,000Timeline
CPNGCOUPANG INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,040,000 shares; 2024Q4: 1,115,000 shares; 2025Q1: 1,115,000 shares 1,115,000$24.5M6.88%0Timeline
MAMASTERCARD INCORPORATEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,000 shares; 2024Q4: 44,000 shares; 2025Q1: 44,000 shares 44,000$24.1M6.78%0Timeline
UBERUBER TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 357,000 shares; 2024Q4: 357,000 shares; 2025Q1: 310,000 shares 310,000$22.6M6.35%-47,000Timeline
VVISA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64,000 shares; 2024Q4: 64,000 shares; 2025Q1: 63,000 shares 63,000$22.1M6.21%-1,000Timeline
PCORPROCORE TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 240,000 shares; 2024Q4: 295,000 shares; 2025Q1: 322,500 shares 322,500$21.3M5.99%+27,500Timeline
ASMLASML HLDG NVQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,700 shares; 2024Q4: 28,700 shares; 2025Q1: 28,700 shares 28,700$19M5.35%0Timeline
LBRDALIBERTY BROADBAND CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 175,000 shares; 2024Q4: 177,000 shares; 2025Q1: 177,000 shares 177,000$15M4.23%0Timeline

How Q1 2025 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001398344-25-009332 base2025-05-14acceptance time not in the bulk data set