Gavilan Investment Partners LLC

13F Filings History

Latest 13F report
Q2 2024 - Aug 13, 2024
Value $
$315M
Signature - Title
Huy Nguyen - Controller
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 13 stock holdings with total value $315M as of Q2 2024. Top holdings included AMZN, META, GWRE, MELI, and UBER.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
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 13 $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, 03:18 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 $0 $0 AMZN, MA, MELI, V, GWRE 13F-HR 2/13/2023, 11:28 AM