# EDGAR Filing Document

**Accession Number:** 0001963404
**File Stem:** 0001398344-25-016719
**Filing Date:** 2025-8
**Character Count:** 8275
**Document Hash:** f8dd460364e95d328d96ea9a2981b8f4
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001398344-25-016719.hdr.sgml**: 20250827

**ACCESSION NUMBER**: 0001398344-25-016719

**CONFORMED SUBMISSION TYPE**: N-PX

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20250630

**FILED AS OF DATE**: 20250827

**EFFECTIVENESS DATE**: 20250827

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** Gavilan Investment Partners LLC
- **CENTRAL INDEX KEY:** 0001963404

**ORGANIZATION NAME:**
- **EIN:** 851436423
- **STATE OF INCORPORATION:** DE
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** N-PX
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-22908
- **FILM NUMBER:** 251261674

**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

## FORM N-PX
### ANNUAL REPORT OF PROXY VOTING RECORD

## N-PX: Filer Information

**Filer CIK:** 0001963404

**Date of Report:** 06/30/2025

**Are you a Registered Management Investment Company or an Institutional Manager?:** Institutional Manager

**Is this a LIVE or TEST Filing?:** LIVE

**Is this an electronic copy of an official filing submitted in paper format?:** [ ]

### Submission Contact Information
_Not provided in this filing._

### Notification Information
**Notify via Filing Website only?:** [ ]

## N-PX: Cover Page

**Name of reporting person:** Gavilan Investment Partners LLC

**Address:** 330 PRIMROSE ROAD, SUITE 208, BURLINGAME, CA 94010

**Telephone number:** 650-334-4990

**Name of agent for service:** —

**Agent Address:** —, —, — —

**Reporting Period:** Report for the year ended 06/30/2025

**SEC File Number:** 028-22908

**CRD Number (if any):** —

**Other SEC File Number (if any):** —

**LEI (if any):** —

**Report Type (check only one):**

Institutional Manager.

- [x] Institutional Manager Voting Report

- [ ] Institutional Manager Notice Report

- [ ] Institutional Manager Combination Report

Registered Management Investment Company.

- [ ] Fund Voting Report

- [ ] Fund Notice Report

**Do you wish to provide explanatory information pursuant to Special Instruction B.4?:**

- [x] No

- [ ] Yes

**Additional information:** —

## N-PX: Summary - Included Managers

**Number of Included Institutional Managers:** 0

**Included Institutional Managers:** —

## FORM N-PX PROXY VOTING RECORD

| NAME OF ISSUER              | CUSIP     | MEETING DATE   | VOTE DESCRIPTION                                                                                                                                                                                            | VOTE CATEGORY                |   SHARES VOTED |   SHARES ON LOAN | HOW VOTED   |   SHARES VOTED FOR OR AGAINST MANAGEMENT | FOR OR AGAINST MANAGEMENT   | OTHER INFO   |
|:---|:---|:---|:---|:---|---:|---:|:---|---:|:---|:---|
| AMAZON.COM, INC.            | 023135106 | 05/21/2025     | Advisory vote to approve executive compensation.                                                                                                                                                            | SECTION 14A SAY-ON-PAY VOTES |          30000 |                0 | FOR         |                                    30000 | FOR                         |  |
| CONSTELLATION SOFTWARE INC. | 21037X100 | 05/13/2025     | An advisory vote to accept the Corporation's approach to executive compensation as more particularly described in the accompanying management information circular.                                         | SECTION 14A SAY-ON-PAY VOTES |           2000 |                0 | FOR         |                                     2000 | FOR                         |  |
| COUPANG, INC.               | 22266T109 | 06/12/2025     | To consider a non-binding vote to approve the compensation of Coupang, Inc.'s named executive officers.                                                                                                     | SECTION 14A SAY-ON-PAY VOTES |         155000 |                0 | FOR         |                                   155000 | FOR                         |  |
| MASTERCARD INCORPORATED     | 57636Q104 | 06/24/2025     | Advisory approval of Mastercard's executive compensation.                                                                                                                                                   | SECTION 14A SAY-ON-PAY VOTES |           6000 |                0 | FOR         |                                     6000 | FOR                         |  |
| MERCADOLIBRE, INC.          | 58733R102 | 06/17/2025     | To approve, on an advisory basis, the compensation of our named executive officers for fiscal year 2024.                                                                                                    | SECTION 14A SAY-ON-PAY VOTES |           2000 |                0 | FOR         |                                     2000 | FOR                         |  |
| META PLATFORMS, INC.        | 30303M102 | 05/28/2025     | To approve, on a non-binding advisory basis, the compensation program for Meta Platforms, Inc.'s named executive officers as disclosed in Meta Platforms, Inc.'s proxy statement.                           | SECTION 14A SAY-ON-PAY VOTES |          10500 |                0 | FOR         |                                    10500 | FOR                         |  |
| META PLATFORMS, INC.        | 30303M102 | 05/28/2025     | To vote, on a non-binding advisory basis, whether a non-binding advisory vote on the compensation program for Meta Platforms, Inc.'s named executive officers should be held every one, two or three years. | SECTION 14A SAY-ON-PAY VOTES |          10500 |                0 | 3 Years     |                                    10500 | AGAINST                     |  |
| PROCORE TECHNOLOGIES, INC.  | 74275K108 | 06/05/2025     | To approve, on a non-binding, advisory basis, the compensation of the Company's named executive officers.                                                                                                   | SECTION 14A SAY-ON-PAY VOTES |          45000 |                0 | FOR         |                                    45000 | FOR                         |  |
| SHOPIFY INC.                | 82509L107 | 06/17/2025     | Non-binding advisory vote that the shareholders accept Shopify Inc.'s approach to executive compensation as disclosed in the Management Information Circular for the Meeting.                               | SECTION 14A SAY-ON-PAY VOTES |          45000 |                0 | FOR         |                                    45000 | FOR                         |  |
| SPOTIFY TECHNOLOGY S.A.     | L8681T102 | 04/09/2025     | Approve the directors' remuneration for the year 2025.                                                                                                                                                      | SECTION 14A SAY-ON-PAY VOTES |           8500 |                0 | FOR         |                                     8500 | FOR                         |  |
| UBER TECHNOLOGIES, INC.     | 90353T100 | 05/05/2025     | Advisory vote to approve 2024 named executive officer compensation.                                                                                                                                         | SECTION 14A SAY-ON-PAY VOTES |          45000 |                0 | FOR         |                                    45000 | FOR                         |  |
| VISA INC.                   | 92826C839 | 01/28/2025     | To approve, on an advisory basis, the compensation paid to our named executive officers.                                                                                                                    | SECTION 14A SAY-ON-PAY VOTES |           9000 |                0 | FOR         |                                     9000 | FOR                         |  |

## N-PX: Signature Block

**Reporting Person:** Gavilan Investment Partners LLC

**By (Signature):** Louis Chang

**By (Printed Signature):** Louis Chang

**By (Title):** CCO and Managing Partner

**Date:** 08/27/2025