Gavilan Investment Partners LLC
Gavilan Investment Partners LLC reported 15 positions worth $410.8M as of June 30, 2026 (13F filed August 13, 2026). Largest holding: AMZN (11.0%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | AMZN | SH | $45.3M | 11.02% | 190,000 | — | — | |
| ▸ 2 | ASML | SH | $38.8M | 9.44% | 19,500 | — | — | |
| ▸ 3 | META | SH | $36.3M | 8.85% | 64,500 | — | — | |
| ▸ 4 | TSM | SH | $36.3M | 8.84% | 76,000 | — | — | |
| ▸ 5 | MELI | SH | $35.1M | 8.55% | 20,700 | — | — | |
| ▸ 6 | CVNA | SH | $32.6M | 7.93% | 495,000 | — | — | |
| ▸ 7 | SPOT | SH | $28.0M | 6.82% | 61,000 | — | — | |
| ▸ 8 | MA | SH | $27.5M | 6.69% | 53,500 | — | — | |
| ▸ 9 | SHOP | SH | $26.3M | 6.39% | 230,000 | — | — | |
| ▸ 10 | CPNG | SH | $25.4M | 6.20% | 1,465,000 | — | — |
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Frequently Asked Questions
What stocks does Gavilan Investment Partners LLC hold as of Q2 2026?
Gavilan Investment Partners LLC reported 15 positions worth $410.8M in its Q2 2026 13F filing. Largest positions: AMZN (11.0%), ASML (9.4%), META (8.8%), TSM (8.8%) and MELI (8.6%).
What did Gavilan Investment Partners LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Gavilan Investment Partners LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.