StockDriftsStockDriftsTop 14 Gavilan Investment Partners LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AMZN | AMAZON COM INC | 12.87% | 230.0K | $47.9M | +0.00%(+0) | $105.81(+152.56%) | 2026-03-31 | |
| META | META PLATFORMS INC | 9.37% | 61.0K | $34.9M | +0.00%(+0) | $149.25(+314.36%) | 2026-03-31 | |
| MELI | MERCADOLIBRE INC | 9.06% | 19.5K | $33.7M | +0.00%(+0) | $1466.01(+9.64%) | 2026-03-31 | |
| CVNA | CARVANA CO | 7.77% | 92.0K | $28.9M | +6.98%(+6.00K) | $365.68(-80.99%) | 2026-03-31 | |
| CPNG | COUPANG INC | 7.43% | 1.47M | $27.7M | +5.02%(+70.00K) | $19.04(-12.88%) | 2026-03-31 | |
| SHOP | SHOPIFY INC | 7.33% | 230.0K | $27.3M | +0.00%(+0) | $52.57(+85.32%) | 2026-03-31 | |
| ASML | ASML HLDG NV | 6.92% | 19.5K | $25.8M | -37.10%(-11.50K) | $764.02(+107.39%) | 2026-03-31 | |
| MA | MASTERCARD INCORPORATED | 6.64% | 49.5K | $24.7M | +6.45%(+3.00K) | $359.81(+36.17%) | 2026-03-31 | |
| SPOT | SPOTIFY TECHNOLOGY S A | 6.45% | 49.5K | $24.0M | +23.75%(+9.50K) | $176.31(+145.34%) | 2026-03-31 | |
| GWRE | GUIDEWIRE SOFTWARE INC | 6.01% | 149.5K | $22.4M | +30.00%(+34.50K) | $93.18(+32.70%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +44.35% | +200.80% |
| Top 20 Holdings Unweighted | +43.21% | +193.69% |
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