Gobi Capital LLC
- SEC CIK
- 0001698060
- Latest filing
- Aug 14, 2026
Holdings in Q1 2021
Holdings as of Mar 31, 2021, filed May 17, 2021. Long positions only.
- Positions
- 13
- No 13F data for Q4 2020
- Portfolio value
- $1.48B
- No 13F data for Q4 2020
Livermore's 13F data starts with Q1 2021, so this quarter has no previous quarter to compare with and changes are not shown.
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| METAMeta Platforms, Inc. | Stock | 1,087,941 | $320.4M | 21.7% | – | – | History |
| GOOGAlphabet Inc. | Stock | 135,192 | $279.7M | 18.9% | – | – | History |
| CACCCredit Acceptance Corp | COM | 609,413 | $219.5M | 14.8% | – | – | History |
| CDWCDW Corp | COM | 695,521 | $115.3M | 7.8% | – | – | History |
| HEI.AHeico Corp | CL A | 925,779 | $105.2M | 7.1% | – | – | History |
| SESea Ltd | SPONSORD ADS | 453,152 | $101.2M | 6.8% | – | – | History |
| CPRTCopart Inc | COM | 922,916 | $100.2M | 6.8% | – | – | History |
| VVisa Inc. | Stock | 310,112 | $65.7M | 4.4% | – | – | History |
| TEAMAtlassian Corp | CL A | 302,661 | $63.8M | 4.3% | – | – | History |
| BRK.BBerkshire Hathaway Inc | Stock | 231,360 | $59.1M | 4.0% | – | – | History |
| ITRNIturan Location & Control Ltd. | SHS | 1,137,642 | $24.2M | 1.6% | – | – | History |
| APPFAppfolio Inc | COM CL A | 147,974 | $20.9M | 1.4% | – | – | History |
| Dragoneer Growth Opportun CoG28302100 | COM CL A | 369,312 | $3.75M | 0.3% | – | – | – |