13F Filings History of Gavilan Investment Partners LLC

Latest 13F report
Q4 2025 - 13 Feb 2026
Value $
$416,351,990
Signature - Title
Louis Chang - Managing Partner, CCO
Location
Burlingame, CA
Summary
This page shows a list of all the recent 13F filings made by Gavilan Investment Partners LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Gavilan Investment Partners LLC reported 13 stock holdings with total value $416,351,990 as of Q4 2025. Top holdings included AMZN, META, MELI, SHOP, and CVNA.

Notify me when Gavilan Investment Partners LLC files a new 13F portfolio report.

⭐ Subscribe ⭐
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 13 $416,351,990 +$20,732,410 -$32,149,935 -$11,417,525 AMZN, META, MELI, SHOP, CVNA 13F-HR 13 Feb 2026, 09:00
Q3 2025 13 $447,599,170 +$29,571,560 -$12,309,530 +$17,262,030 META, AMZN, SHOP, CPNG, ASML 13F-HR 13 Nov 2025, 09:00
Q2 2025 12 $416,064,315 +$15,322,277 -$30,514,185 -$15,191,908 META, AMZN, MELI, SHOP, SPOT 13F-HR 13 Aug 2025, 09:00
Q1 2025 13 $355,530,621 +$3,718,150 -$18,051,134 -$14,332,984 META, AMZN, SHOP, SPOT, MELI 13F-HR 14 May 2025, 09:00
Q4 2024 13 $360,570,694 +$13,936,246 -$14,790,953 -$854,707 AMZN, META, SHOP, SPOT, MELI 13F-HR 13 Feb 2025, 09:00
Q3 2024 13 $348,070,595 +$31,624,515 -$38,351,294 -$6,726,779 META, AMZN, SHOP, GWRE, UBER 13F-HR 13 Nov 2024, 09:00
Q2 2024 13 $315,041,662 +$11,642,910 -$19,452,434 -$7,809,524 AMZN, META, GWRE, MELI, UBER 13F-HR 13 Aug 2024, 09:00
Q1 2024 13 $307,230,982 +$4,189,298 -$2,998,800 +$1,190,498 META, AMZN, GWRE, UBER, SPOT 13F-HR 15 May 2024, 13:07
Q4 2023 13 $269,136,239 +$23,438,039 -$25,116,475 -$1,678,436 AMZN, META, GWRE, UBER, MELI 13F-HR 06 Feb 2024, 17:17
Q3 2023 13 $232,109,200 +$10,915,440 -$7,947,207 +$2,968,233 AMZN, META, GWRE, UBER, MA 13F-HR 13 Nov 2023, 15:31
Q2 2023 14 $224,227,590 +$8,479,444 -$5,178,013 +$3,301,431 AMZN, META, UBER, GWRE, MA 13F-HR 14 Aug 2023, 15:18
Q1 2023 14 $193,938,774 +$71,410,809 -$181,169 +$71,229,640 AMZN, META, GWRE, MA, SHOP 13F-HR 12 May 2023, 13:33
Q4 2022 14 $97,415,012 $0 $0 $0 AMZN, MA, MELI, V, GWRE 13F-HR 13 Feb 2023, 11:28