Gavilan Investment Partners LLC
Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q4 2025 ▲▼ | Q1 2026 ▲▼ | Change ▲▼ | Q4 2025 ▲▼ | Q1 2026 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| ROBLOX CORP(RBLX) | 0 | 310,000 | +310,000 | 0 | 17,533,600 | 4.71% | +17,533,600 |
| SPOTIFY TECHNOLOGY S A(SPOT) | 40,000 | 49,500 | +9,500 | 23,228,400 | 24,003,045 | 6.45% | +774,645 |
| GUIDEWIRE SOFTWARE INC(GWRE) | 115,000 | 149,500 | +34,500 | 23,116,150 | 22,359,220 | 6.01% | -756,930 |
| MASTERCARD INCORPORATED(MA) | 46,500 | 49,500 | +3,000 | 26,545,920 | 24,733,170 | 6.64% | -1,812,750 |
| UBER TECHNOLOGIES INC(UBER) | 230,000 | 230,000 | 0 | 18,793,300 | 16,543,900 | 4.44% | -2,249,400 |
| VISA INC(V) | 63,000 | 63,000 | 0 | 22,094,730 | 19,041,120 | 5.11% | -3,053,610 |
| AMAZON COM INC(AMZN) | 230,000 | 230,000 | 0 | 53,088,600 | 47,902,100 | 12.87% | -5,186,500 |
| COUPANG INC(CPNG) | 1,395,000 | 1,465,000 | +70,000 | 32,908,050 | 27,659,200 | 7.43% | -5,248,850 |
| META PLATFORMS INC(META) | 61,000 | 61,000 | 0 | 40,265,490 | 34,899,930 | 9.37% | -5,365,560 |
| MERCADOLIBRE INC(MELI) | 19,500 | 19,500 | 0 | 39,278,070 | 33,715,890 | 9.06% | -5,562,180 |
| CARVANA CO(CVNA) | 86,000 | 92,000 | +6,000 | 36,293,720 | 28,922,960 | 7.77% | -7,370,760 |
| ASML HLDG NV N Y REGISTRY SHS | 31,000 | 19,500 | -11,500 | 33,165,660 | 25,756,185 | 6.92% | -7,409,475 |
| PROCORE TECHNOLOGIES INC(PCOR) | 420,000 | 385,000 | -35,000 | 30,550,800 | 21,945,000 | 5.89% | -8,605,800 |
| SHOPIFY INC(SHOP) | 230,000 | 230,000 | 0 | 37,023,100 | 27,282,600 | 7.33% | -9,740,500 |