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Hedge Funds Similar to Gavilan Investment Partners

13F Portfolio OverlapQ2 2026Gavilan Investment Partners portfolio →
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Most similar hedge funds by 13F overlap

Gavilan Investment Partners LLC is an institutional investor managing $411M across 15 U.S. equity positions as of Q2 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 Coronation Fund Managers Ltd., EDGEWOOD, Sycale Advisors (NY), with shared positions in $MELI, $CPNG, $SPOT, $UBER, $ASML, $SHOP. The full ranking of 25 similar funds is below.

#1Coronation Fund Managers Ltd.Active
Notable overlap · 4 shared positions
$MELI$CPNG$SPOT$UBER
$2.6B
48 positions
#2EDGEWOOD MANAGEMENT LLCActive
Notable overlap · 3 shared positions
$ASML$SHOP$SPOT
$9.7B
90 positions
#3Sycale Advisors (NY) LLCActive
Notable overlap · 3 shared positions
$SPOT$MELI$SHOP
$326M
24 positions
#4Linonia Partnership LPActive
Notable overlap · 3 shared positions
$MELI$RBLX$GWRE
$5.6B
12 positions
#5MAKENA CAPITAL MANAGEMENT LLCSmart money
Notable overlap · 4 shared positions
$MELI$CPNG$PCOR$GWRE
$952M
26 positions
#6MayTech Global Investments, LLCActive
Notable overlap · 3 shared positions
$ASML$MELI$UBER
$900M
22 positions
#7SANDS CAPITAL MANAGEMENT, LLCActive
Notable overlap · 5 shared positions
$ASML$SHOP$SPOT$MELI$CVNA
$26.9B
71 positions
#8Ardmore Road Asset Management LPPassive
Notable overlap · 7 shared positions
$UBER$GWRE$PCOR$SPOT$ASML$RBLX
$1.7B
70 positions
#9Foxhaven Asset Management, LPActive
Notable overlap · 3 shared positions
$MELI$CPNG$SHOP
$3.7B
16 positions
#10JOHNSTON ASSET MANAGEMENT CORPActive
Notable overlap · 3 shared positions
$ASML$MELI$UBER
$2.9B
77 positions
#11BAILLIE GIFFORD & COActive
Notable overlap · 5 shared positions
$MELI$SPOT$SHOP$CPNG$RBLX
$110.2B
273 positions
#12Warther Private Wealth, LLCActive
Notable overlap · 3 shared positions
$MELI$UBER$ASML
$456M
50 positions
#13Durable Capital Partners LPActive
Notable overlap · 4 shared positions
$MELI$CVNA$SHOP$CPNG
$10.3B
36 positions
#14HARDING LOEVNER LPActive
Notable overlap · 3 shared positions
$SPOT$MELI$ASML
$10.6B
82 positions
#15Tamar Securities, LLCActive
Notable overlap · 3 shared positions
$ASML$MELI$SPOT
$1.1B
98 positions
#16DEEPWATER ASSET MANAGEMENT, LLCPassive
Notable overlap · 4 shared positions
$RBLX$SHOP$MELI$ASML
$220M
35 positions
#17Exane Asset ManagementActive
Notable overlap · 3 shared positions
$SPOT$SHOP$GWRE
$277M
28 positions
#18Palestra Capital Management LLCActive
Notable overlap · 3 shared positions
$SPOT$CPNG$CVNA
$2.9B
21 positions
#19Ted Buchan & CoActive
Notable overlap · 4 shared positions
$ASML$MELI$SHOP$UBER
$306M
95 positions
#20TB Capital Gestao de Recursos Ltda.Active
Notable overlap · 3 shared positions
$CPNG$MELI$SPOT
$183M
19 positions
#21Nikko Asset Management Americas, Inc.Passive
Notable overlap · 4 shared positions
$SHOP$RBLX$MELI$SPOT
$7.7B
276 positions
#22White Oak Capital Partners Pte. Ltd.Active
Notable overlap · 3 shared positions
$ASML$MELI$CPNG
$425M
17 positions
#23Axxion S.A.Passive
Notable overlap · 3 shared positions
$CVNA$UBER$MELI
$1.4B
529 positions
#24GENERATION INVESTMENT MANAGEMENT LLPActive
Notable overlap · 3 shared positions
$MELI$SPOT$CPNG
$10.3B
28 positions
#25TREMBLANT CAPITAL GROUPActive
Notable overlap · 4 shared positions
$SPOT$CPNG$CVNA$UBER
$3.5B
58 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.