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Gavilan Investment Partners LLC

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13F filer, CIK 1963404, BURLINGAME, CA

Gavilan Investment Partners LLC reported $410,764,178 across 15 holdings for the quarter ended 2026-06-30, in a 13F-HR filed 2026-08-13. Its ten largest share positions make up 80.73% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001398344-26-014275

Period
2026-06-30
Reported value
$411M
Holdings
15
Top 10 weight
80.73%
New
1
Sold out
0

Largest buys vs the previous quarter

SecurityShares changeApprox. value
TSMnew+76,000$36.3M
CVNAadded+403,000$26.5M
SPOTadded+11,500$5.28M
MAadded+4,000$2.05M
MELIadded+1,200$2.04M

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
AMZNreduced-40,000-$9.53M
GWREreduced-54,500-$6.71M
PCORreduced-80,000-$3.25M

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, Q2 2026

Share positions as resolved from 13F-HR 0001398344-26-014275, largest first. % of portfolio is the value over $410,764,178, 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; 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; 2026Q2: 190,000 shares 190,000$45.3M11.02%-40,000Timeline
ASMLASML HLDG NVQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 19,500 shares 19,500$38.8M9.44%0Timeline
METAMETA PLATFORMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 64,500 shares 64,500$36.3M8.85%+3,500Timeline
TSMTAIWAN SEMICONDUCTOR MANUFACQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 76,000 shares 76,000$36.3M8.84%newTimeline
MELIMERCADOLIBRE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 20,700 shares 20,700$35.1M8.55%+1,200Timeline
CVNACARVANA COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 69,000 shares; 2025Q4: 86,000 shares; 2026Q1: 92,000 shares; 2026Q2: 495,000 shares 495,000$32.6M7.93%+403,000Timeline
SPOTSPOTIFY TECHNOLOGY S AQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 61,000 shares 61,000$28M6.82%+11,500Timeline
MAMASTERCARD INCORPORATEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 53,500 shares 53,500$27.5M6.69%+4,000Timeline
SHOPSHOPIFY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 230,000 shares 230,000$26.3M6.39%0Timeline
CPNGCOUPANG INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 1,465,000 shares 1,465,000$25.4M6.2%0Timeline
VVISA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 63,000 shares 63,000$21.6M5.26%0Timeline
RBLXROBLOX CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 310,000 shares; 2026Q2: 310,000 shares 310,000$16.9M4.1%0Timeline
UBERUBER TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 230,000 shares 230,000$16.6M4.04%0Timeline
PCORPROCORE TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 305,000 shares 305,000$12.4M3.02%-80,000Timeline
GWREGUIDEWIRE SOFTWARE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 95,000 shares 95,000$11.7M2.85%-54,500Timeline

How Q2 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 0001398344-26-014275 base2026-08-13acceptance time not in the bulk data set