0001963404-24-000002.txt : 20240206
0001963404-24-000002.hdr.sgml : 20240206
20240206171730
ACCESSION NUMBER: 0001963404-24-000002
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20231231
FILED AS OF DATE: 20240206
DATE AS OF CHANGE: 20240206
EFFECTIVENESS DATE: 20240206
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: Gavilan Investment Partners LLC
CENTRAL INDEX KEY: 0001963404
ORGANIZATION NAME:
IRS NUMBER: 851436423
STATE OF INCORPORATION: DE
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-22908
FILM NUMBER: 24601229
BUSINESS ADDRESS:
STREET 1: 330 PRIMROSE ROAD, SUITE 208
CITY: BURLINGAME
STATE: CA
ZIP: 94010
BUSINESS PHONE: 650-567-3710
MAIL ADDRESS:
STREET 1: 330 PRIMROSE ROAD, SUITE 208
CITY: BURLINGAME
STATE: CA
ZIP: 94010
13F-HR
1
primary_doc.xml
X0202
13F-HR
LIVE
false
true
false
0001963404
XXXXXXXX
12-31-2023
12-31-2023
Gavilan Investment Partners LLC
330 PRIMROSE ROAD, SUITE 208
BURLINGAME
CA
94010
13F HOLDINGS REPORT
028-22908
000311134
801-125898
N
Huy Nguyen
Controller
650-567-3710
Huy Nguyen
Burlingame
CA
02-06-2024
0
13
269136239
false
INFORMATION TABLE
2
gavilan13f122023v1.xml
AMAZON COM INC
COM
023135106
34414410
226500
SH
SOLE
35000
0
191500
META PLATFORMS INC
CL A
30303M102
32210360
91000
SH
SOLE
14000
0
77000
GUIDEWIRE SOFTWARE INC
COM
40171V100
28241360
259000
SH
SOLE
40000
0
219000
UBER TECHNOLOGIES INC
COM
90353T100
21980490
357000
SH
SOLE
55000
0
302000
MERCADOLIBRE INC
COM
58733R102
20430020
13000
SH
SOLE
2000
0
11000
MASTERCARD INCORPORATED
CL A
57636Q104
19192950
45000
SH
SOLE
7000
0
38000
COUPANG INC
CL A
22266T109
18942300
1170000
SH
SOLE
180000
0
990000
LIBERTY BROADBAND CORP
COM SER A
530307107
18345600
227500
SH
SOLE
35000
0
192500
SPOTIFY TECHNOLOGY S A
SHS
L8681T102
18227270
97000
SH
SOLE
15000
0
82000
SHOPIFY INC
CL A
82509L107
17683300
227000
SH
SOLE
35000
0
192000
VISA INC
COM CL A
92826C839
15230475
58500
SH
SOLE
9000
0
49500
ASML HOLDING NV NY REGISTRY
SHS
N07059210
12262104
16200
SH
SOLE
2500
0
13700
VERRA MOBILITY CORP
CL A COM STK
92511U102
11975600
520000
SH
SOLE
80000
0
440000