account_balance

Investment manager · 13F filer · SEC CIK 1963404

Gavilan Investment Partners LLC

Reported value$428Mas of Sep 30, 2026
Positions15 0 new, 0 sold out
Top 10 weight81.8%AMZN alone is 11%
FiledNov 1344 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
AMZN Amazon.com Inc 11.1% HeldMETA Meta Platforms, Inc. 10.3% Trimmed −5%TSM Taiwan Semiconductor Manufacturing Co Ltd 9.0% Added +11%CVNA Carvana Co. 8.3% Added +15%ASML ASML Holding NV 8.3% HeldSHOP Shopify Inc. 8.0% HeldMELI MercadoLibre Inc 7.7% Trimmed −8%SPOT Spotify Technology S.A. 7.0% HeldMA Mastercard Inc 6.9% HeldV Visa Inc. 5.3% HeldCPNG Coupang, Inc. 4.8% HeldPCOR Procore Technologies, Inc. 3.7% Held

What changed

Biggest moves since Jun 30, 2026

Filed Nov 13, 2026, compared with the Aug 13, 2026 filing
add_circleNew

None

arrow_upwardAdded
arrow_downwardTrimmed
remove_circleSold out

None

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

This is data, not investment advice. About StockToast