Gavilan Investment Partners LLC

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Assets, Funds, Holdings

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Gavilan Investment Partners LLC
CRD #311134
SEC #801-125898
CIK #0001827069, 0001963404
AUM $445.1 M (2025-05-07)
Employees 1 (100% Investors, 0% Brokers)
Phone650-334-4990
Address330 Primrose Rd
Burlingame, CA 94010
Source [IAPD] [EDGAR] [Website]
Total AUM ($M)
4503602701809002011201620212026
Sector Form 13F Holdings Value ($M)
Facebook Inc 59.4
Amazon Com Inc 50.5
MercadoLibre Inc 39.2
Shopify Inc 38.1
Spotify Technology Sa 35.3
Coupang Inc 34.6
ASML Holding NV 30.5
Procore Technologies Inc 28.7
Guidewire Software Inc 27.1
Uber Technologies Inc 25.7
View All
Holdings by Sector ($M)
4503602701809002023202420252026
Type Form D Funds Date Sold ($M) AUM ($M)
HF Gavilan Partners LP [2022-05-17] 57.8 60.4
AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 0 0.0
(b) Individuals (high net worth individuals) 0 0.0
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 1 60.4
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 1 384.7
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 2 445.1
By Discretionary
Discretionary 2 445.1
Non-Discretionary 0 0.0
Total 2 445.1
By Non-United States Persons
Non-United States Persons 384.7
United States Persons 60.4
Total 2 445.1
Form D Directors # Filings # Firms 2011 - 2025
Louis Chang 9
Gavilan Investment Partners LLC 1
EDGAR Form CIK 2011 - 2025
D [0001827069]
13F-HR [0001963404]
Comparable Firms State AUM ($B)
Thames Capital Management LLC
NJ 0.5
Harraden Circle Investments LLC
NY 0.5
LFL Advisers LLC
IL 0.4
TSW II Capital Advisors LLC
TN 0.4
Nine Ten Capital Management LLC
IL 0.4
Avalon Global Asset Management LLC
CA 0.4
Kerrisdale Advisers LLC
FL 0.4
Third North Capital LP
NY 0.4
MANA Advisors LLC
NY 0.4
Banyan Alpha Investment LP
CA 0.4
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