0001963404-23-000006.txt : 20231113
0001963404-23-000006.hdr.sgml : 20231113
20231113153133
ACCESSION NUMBER: 0001963404-23-000006
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20230930
FILED AS OF DATE: 20231113
DATE AS OF CHANGE: 20231113
EFFECTIVENESS DATE: 20231113
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: 231398179
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
09-30-2023
09-30-2023
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
11-13-2023
0
13
232109200
false
INFORMATION TABLE
2
gavilan13f092023v1.xml
AMAZON COM INC
COM
023135106
28792680
226500
SH
SOLE
35000
0
191500
META PLATFORMS INC
CL A
30303M102
27169005
90500
SH
SOLE
14000
0
76500
GUIDEWIRE SOFTWARE INC
COM
40171V100
23310000
259000
SH
SOLE
40000
0
219000
UBER TECHNOLOGIES INC
COM
90353T100
20833470
453000
SH
SOLE
70000
0
383000
MASTERCARD INCORPORATED
CL A
57636Q104
17815950
45000
SH
SOLE
7000
0
38000
ACTIVISION BLIZZARD INC
COM
00507V109
16712955
178500
SH
SOLE
27500
0
151000
MERCADOLIBRE INC
COM
58733R102
16482440
13000
SH
SOLE
2000
0
11000
SPOTIFY TECHNOLOGY S A
SHS
L8681T102
15000080
97000
SH
SOLE
15000
0
82000
LIBERTY BROADBAND CORP
COM SER A
530307107
14727420
162000
SH
SOLE
25000
0
137000
COUPANG INC
CL A
22266T109
14297000
841000
SH
SOLE
130000
0
711000
SHOPIFY INC
CL A
82509L107
14133630
259000
SH
SOLE
40000
0
219000
VISA INC
COM CL A
92826C839
13110570
57000
SH
SOLE
9000
0
48000
VERRA MOBILITY CORP
CL A COM STK
92511U102
9724000
520000
SH
SOLE
80000
0
440000