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Midas Edge

13-F holdings, Q2 2026

Gavilan Investment Partners LLC

A 13-F is the report large US investment managers file with the SEC each quarter, listing the stocks they held at quarter end.

Reported value
$410.8M
Positions
15
Filed
Data as of

These holdings are as of , 130 days ago.

13-Fs for Q3 2026 are due by .

Read filingRead the filing on SEC.gov

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Top holdings

  1. AMZN$45.3M
    190,000 shares11% of the book
  2. ASML$38.8M
    19,500 shares9.4% of the book
  3. META$36.3M
    64,500 shares8.8% of the book
  4. TSM$36.3M
    76,000 shares8.8% of the book
  5. MELI$35.1M
    20,700 shares8.6% of the book
  6. CVNA$32.6M
    495,000 shares7.9% of the book
  7. SPOT$28M
    61,000 shares6.8% of the book
  8. MA$27.5M
    53,500 shares6.7% of the book
  9. SHOP$26.3M
    230,000 shares6.4% of the book
  10. CPNG$25.4M
    1,465,000 shares6.2% of the book

What changed this quarter

1 new position and 0 sold out, against Q1 2026. A buy or sell is the change in shares at the Q2 2026 price, with Q1 2026 shares adjusted for stock splits.

Largest buys

  • TSM

    TAIWAN SEMICONDUCTOR MANUFAC

    +$36.3M

    New

  • SPOT

    SPOTIFY TECHNOLOGY S A

    +$5.3M

    +23.2% shares

  • CVNA

    CARVANA CO

    +$2.3M

    +7.6% shares

  • MA

    MASTERCARD INCORPORATED

    +$2.1M

    +8.1% shares

  • MELI

    MERCADOLIBRE INC

    +$2M

    +6.2% shares

Largest sells

  • AMZN

    AMAZON COM INC

    −$9.5M

    -17.4% shares

  • GWRE

    GUIDEWIRE SOFTWARE INC

    −$6.7M

    -36.5% shares

  • PCOR

    PROCORE TECHNOLOGIES INC

    −$3.2M

    -20.8% shares

All of this comes from the filer's public SEC filings. A 13-F shows long positions in US-listed securities at quarter end and can leave out short positions, cash and non-US holdings, so it is not the whole portfolio. This is filing data, not investment advice.