0001963404-23-000004.txt : 20230814
0001963404-23-000004.hdr.sgml : 20230814
20230814151830
ACCESSION NUMBER: 0001963404-23-000004
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20230630
FILED AS OF DATE: 20230814
DATE AS OF CHANGE: 20230814
EFFECTIVENESS DATE: 20230814
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: Gavilan Investment Partners LLC
CENTRAL INDEX KEY: 0001963404
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: 231169087
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
06-30-2023
06-30-2023
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
08-14-2023
0
14
224227590
false
INFORMATION TABLE
2
gavilan13f062023v1.xml
AMAZON COM INC
COM
023135106
29200640
224000
SH
SOLE
35000
0
189000
META PLATFORMS INC
CL A
30303M102
25828200
90000
SH
SOLE
14000
0
76000
UBER TECHNOLOGIES INC
COM
90353T100
19383330
449000
SH
SOLE
70000
0
379000
GUIDEWIRE SOFTWARE INC
COM
40171V100
19020000
250000
SH
SOLE
39000
0
211000
MASTERCARD INCORPORATED
CL A
57636Q104
17698500
45000
SH
SOLE
7000
0
38000
SPOTIFY TECHNOLOGY S A
SHS
L8681T102
15412800
96000
SH
SOLE
15000
0
81000
VERRA MOBILITY CORP
CL A COM STK
92511U102
14494200
735000
SH
SOLE
115000
0
620000
COUPANG INC
CL A
22266T109
14494200
833000
SH
SOLE
130000
0
703000
SHOPIFY INC
CL A
82509L107
14470400
224000
SH
SOLE
35000
0
189000
VISA INC
COM CL A
92826C839
13536360
57000
SH
SOLE
9000
0
48000
MERCADOLIBRE INC
COM
58733R102
13326750
11250
SH
SOLE
1750
0
9500
LIBERTY BROADBAND CORP
COM SER A
530307107
12756800
160000
SH
SOLE
25000
0
135000
ACTIVISION BLIZZARD INC
COM
00507V109
10678703
126675
SH
SOLE
20000
0
106675
ARCO PLATFORM LTD
CL A
G04553106
3926707
323452
SH
SOLE
85500
0
237952