Gobi Capital LLC
- SEC CIK
- 0001698060
- Latest filing
- Aug 14, 2026
Holdings in Q2 2021
Holdings as of Jun 30, 2021, filed Aug 16, 2021. Long positions only; changes compare share counts with Q1 2021.
- Positions
- 13
- 0 vs. Q1 2021
- Portfolio value
- $1.66B
- +$181.8M (+12.3%) vs. Q1 2021
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| METAMeta Platforms, Inc. | Stock | 1,087,941 | $378.3M | 22.8% | 00.0% | Unchanged | History |
| GOOGAlphabet Inc. | Stock | 135,192 | $338.8M | 20.4% | 00.0% | Unchanged | History |
| CACCCredit Acceptance Corp | COM | 587,803 | $266.9M | 16.1% | −21,610−3.5% | Reduced | History |
| CPRTCopart Inc | COM | 935,916 | $123.4M | 7.4% | +13,000+1.4% | Added | History |
| CDWCDW Corp | COM | 695,521 | $121.5M | 7.3% | 00.0% | Unchanged | History |
| HEI.AHeico Corp | CL A | 929,879 | $115.5M | 7.0% | +4,100+0.4% | Added | History |
| SESea Ltd | SPONSORD ADS | 359,852 | $98.8M | 6.0% | −93,300−20.6% | Reduced | History |
| TEAMAtlassian Corp | CL A | 296,720 | $76.2M | 4.6% | −5,941−2.0% | Reduced | History |
| BRK.BBerkshire Hathaway Inc | Stock | 237,660 | $66.0M | 4.0% | +6,300+2.7% | Added | History |
| ITRNIturan Location & Control Ltd. | SHS | 1,135,909 | $30.9M | 1.9% | −1,733−0.2% | Reduced | History |
| APPFAppfolio Inc | COM CL A | 147,974 | $20.9M | 1.3% | 00.0% | Unchanged | History |
| GOBIGobi Acquisition Corp. | CLASS A ORD SHS | 2,000,000 | $19.7M | 1.2% | +2,000,000 | New | History |
| KAROKarooooo Ltd. | ORD SHS | 100,000 | $3.67M | 0.2% | +100,000 | New | History |
Sold out since Q1 2021 (2)
Positions held at the end of Q1 2021 that are gone from this filing.