SEC Form 13F

Gavilan Investment Partners LLC 13F Holdings

Report period2026-06-30
Publicly available2026-08-14
Reported value$410,764,178
Positions15

Largest disclosed positions

IssuerTickerClassReported valueReported amount
AMAZON COM INCAMZNCOM$45,284,600190,000
ASML HLDG NVASMLN Y REGISTRY SHS$38,794,08019,500
META PLATFORMS INCMETACL A$36,332,20564,500
TAIWAN SEMICONDUCTOR MANUFACTSMSPONSORED ADS$36,295,32076,000
MERCADOLIBRE INCMELICOM$35,135,97320,700
CARVANA COCVNACL A$32,580,900495,000
SPOTIFY TECHNOLOGY S ASPOTSHS$28,006,93061,000
MASTERCARD INCORPORATEDMACL A$27,477,60053,500
SHOPIFY INCSHOPCL A SUB VTG SHS$26,261,400230,000
COUPANG INCCPNGCL A$25,447,0501,465,000

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

NexusTrade Loading NexusTrade… Taking too long? Reload this page