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Gavilan Investment Partners LLC

Position in AMZN — Amazon Com Inc

CIK 1963404 BURLINGAME, CA

Position in AMZN

as of Mar 31, 2026 · filed May 14, 2026
Position Value
$47,902,100
-$5,186,500 QoQ
Shares Held
230,000
0.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
13.72%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Dec 2022
14 quarters on record
Voting authority Sole 13% Shared 0% None 87%

Common Shares in AMZN Over Time

Shares Held

Position Value (USD)

Position in Internet Retail

Consumer Cyclical · as of Mar 31, 2026

Gavilan Investment Partners LLC holds $109,277,190 across 3 Internet Retail names. AMZN ranks #1 (43.8% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 AMZN
Amazon Com Inc
This page
230,000 $47,902,100

All Filings in AMZN

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14 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $47,902,100 230,000
2025-12-31 $53,088,600 230,000
2025-09-30 $50,501,100 230,000
2025-06-30 $50,459,700 230,000
2025-03-31 $43,759,800 230,000
2024-12-31 $48,265,800 220,000
2024-09-30 $44,160,210 237,000
2024-06-30 $43,771,125 226,500
2024-03-31 $40,856,070 226,500
2023-12-31 $34,414,410 226,500
2023-09-30 $28,792,680 226,500
2023-06-30 $29,200,640 224,000
2023-03-31 $22,742,598 220,182
2022-12-31 $10,939,320 130,230