Gavilan Investment Partners LLC

13F Filings History

Latest 13F report
Q2 2025 - Aug 13, 2025
Value $
$416M
Signature - Title
Louis Chang - Managing Partner, CCO
Location
Burlingame, CA
Summary
This page shows a list of all the recent 13F filings made by Gavilan Investment Partners LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Gavilan Investment Partners LLC reported 12 stock holdings with total value $416M as of Q2 2025. Top holdings included META, AMZN, MELI, SHOP, and SPOT.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q2 2025 12 $416M +$15.3M -$30.5M -$15.2M META, AMZN, MELI, SHOP, SPOT 13F-HR 8/13/2025, 09:00 AM
Q1 2025 13 $356M +$3.72M -$18.1M -$14.3M META, AMZN, SHOP, SPOT, MELI 13F-HR 5/14/2025, 09:00 AM
Q4 2024 13 $361M +$13.9M -$14.8M -$855K AMZN, META, SHOP, SPOT, MELI 13F-HR 2/13/2025, 09:00 AM
Q3 2024 13 $348M +$31.6M -$38.4M -$6.73M META, AMZN, SHOP, GWRE, UBER 13F-HR 11/13/2024, 09:00 AM
Q2 2024 13 $315M +$11.6M -$19.5M -$7.81M AMZN, META, GWRE, MELI, UBER 13F-HR 8/13/2024, 09:00 AM
Q1 2024 13 $307M +$4.19M -$3M +$1.19M META, AMZN, GWRE, UBER, SPOT 13F-HR 5/15/2024, 01:07 PM
Q4 2023 13 $269M +$23.4M -$25.1M -$1.68M AMZN, META, GWRE, UBER, MELI 13F-HR 2/6/2024, 05:17 PM
Q3 2023 14 $232M +$10.9M -$7.95M +$2.97M AMZN, META, GWRE, UBER, MA 13F-HR 11/13/2023, 03:31 PM
Q2 2023 14 $224M +$8.48M -$5.18M +$3.3M AMZN, META, UBER, GWRE, MA 13F-HR 8/14/2023, 04:18 PM
Q1 2023 14 $194M +$71.4M -$181K +$71.2M AMZN, META, GWRE, MA, SHOP 13F-HR 5/12/2023, 01:33 PM
Q4 2022 14 $97.4M AMZN, MA, MELI, V, GWRE 13F-HR 2/13/2023, 10:28 AM