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Hedge Funds Similar to Gavilan Investment Partners

13F Portfolio OverlapQ1 2026Gavilan Investment Partners portfolio →
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Most similar hedge funds by 13F overlap

Gavilan Investment Partners LLC is an institutional investor managing $372M across 14 U.S. equity positions as of Q1 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Gavilan Investment Partners are SOMA EQUITY PARTNERS, Islander Partners,, Coronation Fund Managers Ltd., with shared positions in $SPOT, $RBLX, $UBER, $GWRE, $MELI, $ASML. The full ranking of 25 similar funds is below.

#1SOMA EQUITY PARTNERS LPActive
Substantial overlap · 6 shared positions
$SPOT$RBLX$UBER$GWRE$MELI$ASML
$1.4B
20 positions
#2Islander Capital Partners, L.P.Active
Substantial overlap · 4 shared positions
$SHOP$SPOT$RBLX$UBER
$308M
17 positions
#3Coronation Fund Managers Ltd.Active
Substantial overlap · 5 shared positions
$MELI$CPNG$SPOT$UBER$CVNA
$2.2B
53 positions
#4Foxhaven Asset Management, LPSmart money
Substantial overlap · 3 shared positions
$MELI$CPNG$RBLX
$3.2B
14 positions
#5SANDS CAPITAL MANAGEMENT, LLCActive
Notable overlap · 7 shared positions
$SHOP$SPOT$ASML$MELI$CVNA$CPNG
$25.5B
67 positions
#6BAILLIE GIFFORD & COActive
Notable overlap · 5 shared positions
$MELI$SPOT$SHOP$CPNG$RBLX
$97.9B
271 positions
#7Steadview Capital Management LLCActive
Notable overlap · 3 shared positions
$CVNA$SHOP$RBLX
$227M
12 positions
#8Palestra Capital Management LLCActive
Notable overlap · 3 shared positions
$SPOT$CVNA$CPNG
$2.6B
23 positions
#9EDGEWOOD MANAGEMENT LLCActive
Notable overlap · 3 shared positions
$ASML$SHOP$SPOT
$15.5B
87 positions
#10JOHNSTON ASSET MANAGEMENT CORPActive
Notable overlap · 3 shared positions
$ASML$MELI$UBER
$2.1B
73 positions
#11MayTech Global Investments, LLCSmart money
Notable overlap · 3 shared positions
$ASML$MELI$UBER
$820M
23 positions
#12DEEPWATER ASSET MANAGEMENT, LLCPassive
Notable overlap · 5 shared positions
$UBER$ASML$MELI$SHOP$PCOR
$158M
39 positions
#13Durable Capital Partners LPActive
Notable overlap · 5 shared positions
$MELI$CVNA$CPNG$SHOP$RBLX
$9.7B
37 positions
#14ICONIQ Capital, LLCSmart money
Notable overlap · 4 shared positions
$SHOP$PCOR$MELI$UBER
$4.5B
82 positions
#15Accuvest Global AdvisorsPassive
Notable overlap · 4 shared positions
$SPOT$MELI$UBER$SHOP
$107M
57 positions
#16Warther Private Wealth, LLCPassive
Notable overlap · 3 shared positions
$MELI$UBER$ASML
$427M
40 positions
#17TREMBLANT CAPITAL GROUPActive
Notable overlap · 4 shared positions
$SPOT$UBER$CPNG$CVNA
$3.1B
57 positions
#18Route One Investment Company, L.P.Active
Notable overlap · 3 shared positions
$GWRE$MELI$PCOR
$2.3B
19 positions
#19Spyglass Capital Management LLCActive
Notable overlap · 3 shared positions
$PCOR$CVNA$RBLX
$1.3B
24 positions
#20LONE PINE CAPITAL LLCActive
Notable overlap · 3 shared positions
$ASML$CVNA$SPOT
$12.5B
36 positions
#21Nikko Asset Management Americas, Inc.Active
Notable overlap · 4 shared positions
$SHOP$RBLX$MELI$SPOT
$7.1B
186 positions
#22D1 Capital Partners L.P.Active
Notable overlap · 4 shared positions
$MELI$CPNG$CVNA$SPOT
$11.2B
44 positions
#23ZEVENBERGEN CAPITAL INVESTMENTS LLCActive
Notable overlap · 4 shared positions
$SHOP$MELI$UBER$SPOT
$3.5B
110 positions
#24White Oak Capital Partners Pte. Ltd.Active
Notable overlap · 3 shared positions
$ASML$MELI$CPNG
$264M
18 positions
#25Ravenswood Partners LPPassive
Notable overlap · 4 shared positions
$MELI$SHOP$UBER$ASML
$271M
35 positions

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Similarity is derived from each fund’s latest 13F-HR filing with the SEC. Funds are ranked by the overlap of distinctive conviction holdings; near-universal mega-cap positions are excluded so the ranking reflects shared strategy, not common index exposure. Data is informational only and not investment advice.