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Gavilan Investment Partners LLC

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13F filer, CIK 1963404, BURLINGAME, CA

Gavilan Investment Partners LLC reported $372,297,920 across 14 holdings for the quarter ended 2026-03-31, in a 13F-HR filed 2026-05-14. Its ten largest share positions make up 79.84% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001398344-26-009115

Period
2026-03-31
Reported value
$372M
Holdings
14
Top 10 weight
79.84%
New
1
Sold out
0

Largest buys vs the previous quarter

SecurityShares changeApprox. value
RBLXnew+310,000$17.5M
GWREadded+34,500$5.16M
SPOTadded+9,500$4.61M
CVNAadded+6,000$1.89M
MAadded+3,000$1.5M

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
ASMLreduced-11,500-$15.2M
PCORreduced-35,000-$2M

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 2026

Share positions as resolved from 13F-HR 0001398344-26-009115, largest first. % of portfolio is the value over $372,297,920, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 237,000 shares; 2024Q4: 220,000 shares; 2025Q1: 230,000 shares; 2025Q2: 230,000 shares; 2025Q3: 230,000 shares; 2025Q4: 230,000 shares; 2026Q1: 230,000 shares 230,000$47.9M12.87%0Timeline
METAMETA PLATFORMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 84,300 shares; 2024Q4: 81,000 shares; 2025Q1: 80,500 shares; 2025Q2: 80,500 shares; 2025Q3: 74,500 shares; 2025Q4: 61,000 shares; 2026Q1: 61,000 shares 61,000$34.9M9.37%0Timeline
MELIMERCADOLIBRE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,300 shares; 2024Q4: 16,200 shares; 2025Q1: 15,000 shares; 2025Q2: 15,000 shares; 2025Q3: 15,000 shares; 2025Q4: 19,500 shares; 2026Q1: 19,500 shares 19,500$33.7M9.06%0Timeline
CVNACARVANA COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 69,000 shares; 2025Q4: 86,000 shares; 2026Q1: 92,000 shares 92,000$28.9M7.77%+6,000Timeline
CPNGCOUPANG INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,040,000 shares; 2024Q4: 1,115,000 shares; 2025Q1: 1,115,000 shares; 2025Q2: 1,155,000 shares; 2025Q3: 1,265,000 shares; 2025Q4: 1,395,000 shares; 2026Q1: 1,465,000 shares 1,465,000$27.7M7.43%+70,000Timeline
SHOPSHOPIFY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 401,000 shares; 2024Q4: 330,000 shares; 2025Q1: 330,000 shares; 2025Q2: 330,000 shares; 2025Q3: 305,000 shares; 2025Q4: 230,000 shares; 2026Q1: 230,000 shares 230,000$27.3M7.33%0Timeline
ASMLASML HLDG NVQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,700 shares; 2024Q4: 28,700 shares; 2025Q1: 28,700 shares; 2025Q2: 38,000 shares; 2025Q3: 38,000 shares; 2025Q4: 31,000 shares; 2026Q1: 19,500 shares 19,500$25.8M6.92%-11,500Timeline
MAMASTERCARD INCORPORATEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 47,000 shares; 2024Q4: 44,000 shares; 2025Q1: 44,000 shares; 2025Q2: 44,000 shares; 2025Q3: 44,000 shares; 2025Q4: 46,500 shares; 2026Q1: 49,500 shares 49,500$24.7M6.64%+3,000Timeline
SPOTSPOTIFY TECHNOLOGY S AQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 68,000 shares; 2024Q4: 68,000 shares; 2025Q1: 55,000 shares; 2025Q2: 46,000 shares; 2025Q3: 40,000 shares; 2025Q4: 40,000 shares; 2026Q1: 49,500 shares 49,500$24M6.45%+9,500Timeline
GWREGUIDEWIRE SOFTWARE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 161,500 shares; 2024Q4: 161,500 shares; 2025Q1: 137,500 shares; 2025Q2: 115,000 shares; 2025Q3: 115,000 shares; 2025Q4: 115,000 shares; 2026Q1: 149,500 shares 149,500$22.4M6.01%+34,500Timeline
PCORPROCORE TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 240,000 shares; 2024Q4: 295,000 shares; 2025Q1: 322,500 shares; 2025Q2: 420,000 shares; 2025Q3: 420,000 shares; 2025Q4: 420,000 shares; 2026Q1: 385,000 shares 385,000$21.9M5.89%-35,000Timeline
VVISA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 64,000 shares; 2024Q4: 64,000 shares; 2025Q1: 63,000 shares; 2025Q2: 63,000 shares; 2025Q3: 63,000 shares; 2025Q4: 63,000 shares; 2026Q1: 63,000 shares 63,000$19M5.11%0Timeline
RBLXROBLOX CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 310,000 shares 310,000$17.5M4.71%newTimeline
UBERUBER TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 357,000 shares; 2024Q4: 357,000 shares; 2025Q1: 310,000 shares; 2025Q2: 275,000 shares; 2025Q3: 275,000 shares; 2025Q4: 230,000 shares; 2026Q1: 230,000 shares 230,000$16.5M4.44%0Timeline

How Q1 2026 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 0001398344-26-009115 base2026-05-14acceptance time not in the bulk data set