Louis Chang

Gavilan Investment Partners Llc

Assets Managed

$372.298M

Holdings

Last Quarter

2026 - Q1

Filed Date

1mo 15d ago

Growth Rate

-10.58%(2Q avg: -8.78%)

Sustained Growth

0 quarters

Portfolio positions

This chart displays the top 10 holdings in Gavilan Investment Partners Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 14 positions.

Assets under management

The assets under management (AUM) of Gavilan Investment Partners Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 372.298M in assets, with a quarterly growth rate of -10.58% and a 2-quarter average growth rate of -8.78%. The portfolio is managed by Louis Chang, and others.

Portfolio holdings

Investment	Portfolio %	Reported Value	Recent Activity
AMZN Amazon.com Inc Recent Activity	12.87%	$47.902M 230,000 shares@ $208.27 avg price
META Meta Platforms Inc-class A Recent Activity	9.38%	$34.9M 61,000 shares@ $572.13 avg price
MELI Mercadolibre Inc Recent Activity	9.06%	$33.716M 19,500 shares@ $1729.02 avg price
CVNA Carvana Co Recent Activity Increased 6.98%	7.77%	$28.923M 92,000 shares@ $314.38 avg price	Increased 6.98%
CPNG Coupang Inc Recent Activity Increased 5.02%	7.43%	$27.659M 1.465M shares@ $18.88 avg price	Increased 5.02%
SHOP Shopify Inc - Class A Recent Activity	7.33%	$27.283M 230,000 shares@ $118.62 avg price
ASML Asml Holding Nv-ny Reg Shs Recent Activity Decreased -37.09%	6.92%	$25.756M 19,500 shares@ $1320.83 avg price	Decreased -37.09%
MA Mastercard Inc - A Recent Activity Increased 6.46%	6.65%	$24.733M 49,500 shares@ $499.66 avg price	Increased 6.46%
SPOT Spotify Technology Sa Recent Activity Increased 23.75%	6.45%	$24.003M 49,500 shares@ $484.91 avg price	Increased 23.75%
GWRE Guidewire Software Inc Recent Activity Increased 30%	6.01%	$22.359M 149,500 shares@ $149.56 avg price	Increased 30%

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