Gavilan Investment Partners LLC
CIK 1963404
13F filing for Q2 2026・No. 4,420
- Holdings
- US$410.76M
- Quarter change
- +US$38.47M
- Entries
- 15
- Net bought (estimate)
- +US$30.45M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 1
- Sold out 0
- Cut 3
- Added 5
- Corporate actions 0
- Unchanged 6
Largest holdings
15 stocks worth US$410.76M, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| AMZNAmazonCOM | Cut | 190,000 | US$45.28M | 11.02% |
| ASMLASML HLDG NVN Y REGISTRY SHS | Unchanged | 19,500 | US$38.79M | 9.44% |
| METAMetaCL A | Added | 64,500 | US$36.33M | 8.85% |
| TSMTSMC ADRSPONSORED ADS | New | 76,000 | US$36.3M | 8.84% |
| MELIMERCADOLIBRE INCCOM | Added | 20,700 | US$35.14M | 8.55% |
| CVNACARVANA COCL A | AddedSplit 5:1 | 495,000 | US$32.58M | 7.93% |
| SPOTSPOTIFY TECHNOLOGY S ASHS | Added | 61,000 | US$28.01M | 6.82% |
| MAMASTERCARD INCORPORATEDCL A | Added | 53,500 | US$27.48M | 6.69% |
| SHOPSHOPIFY INCCL A SUB VTG SHS | Unchanged | 230,000 | US$26.26M | 6.39% |
| CPNGCOUPANG INCCL A | Unchanged | 1,465,000 | US$25.45M | 6.20% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 13, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.