0001398344-24-014429.txt : 20240813 0001398344-24-014429.hdr.sgml : 20240813 20240813090025 ACCESSION NUMBER: 0001398344-24-014429 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20240630 FILED AS OF DATE: 20240813 DATE AS OF CHANGE: 20240813 EFFECTIVENESS DATE: 20240813 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: 241199020 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 false false 0001963404 XXXXXXXX 06-30-2024 06-30-2024 false 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 /s/ Huy Nguyen Burlingame CA 08-13-2024 0 13 315041662
INFORMATION TABLE 2 fp0089467-1_13fhr-table.xml AMAZON COM INC COM 023135106 43771125 226500 SH SOLE 35000 0 191500 ASML HOLDING N V N Y REGISTRY SHS N07059210 16568226 16200 SH SOLE 2500 0 13700 COUPANG INC CL A 22266T109 21788000 1040000 SH SOLE 160000 0 880000 GUIDEWIRE SOFTWARE INC COM 40171V100 35713510 259000 SH SOLE 40000 0 219000 LIBERTY BROADBAND CORP COM SER A 530307107 9555000 175000 SH SOLE 27000 0 148000 MASTERCARD INCORPORATED CL A 57636Q104 19852200 45000 SH SOLE 7000 0 38000 MERCADOLIBRE INC COM 58733R102 26623080 16200 SH SOLE 2500 0 13700 META PLATFORMS INC CL A 30303M102 42505746 84300 SH SOLE 13000 0 71300 SHOPIFY INC CL A 82509L107 23513800 356000 SH SOLE 55000 0 301000 SPOTIFY TECHNOLOGY S A SHS L8681T102 21337720 68000 SH SOLE 10000 0 58000 UBER TECHNOLOGIES INC COM 90353T100 25946760 357000 SH SOLE 55000 0 302000 VERRA MOBILITY CORP CL A COM STK 92511U102 12512000 460000 SH SOLE 70000 0 390000 VISA INC COM CL A 92826C839 15354495 58500 SH SOLE 9000 0 49500