Gobi Capital LLC
- SEC CIK
- 0001698060
- Latest filing
- Aug 14, 2026
Holdings in Q2 2022
Holdings as of Jun 30, 2022, filed Aug 15, 2022. Long positions only; changes compare share counts with Q1 2022.
- Positions
- 10
- −1 vs. Q1 2022
- Portfolio value
- $1.20B
- −$471.3M (−28.2%) vs. Q1 2022
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| METAMeta Platforms, Inc. | Stock | 1,673,965 | $269.9M | 22.4% | +17,271+1.0% | Added | History |
| CACCCredit Acceptance Corp | COM | 494,494 | $234.1M | 19.5% | −7,877−1.6% | Reduced | History |
| GOOGAlphabet Inc. | Stock | 102,783 | $224.8M | 18.7% | +400+0.4% | Added | History |
| NFLXNetflix Inc | Stock | 765,451 | $133.9M | 11.1% | +311,426+68.6% | Added | History |
| CDWCDW Corp | COM | 740,477 | $116.7M | 9.7% | +7,132+1.0% | Added | History |
| CPRTCopart Inc | COM | 1,047,340 | $113.8M | 9.5% | +48,264+4.8% | Added | History |
| KAROKarooooo Ltd. | ORD SHS | 2,177,218 | $46.8M | 3.9% | 00.0% | Unchanged | History |
| HEI.AHeico Corp | CL A | 334,800 | $35.3M | 2.9% | −569,130−63.0% | Reduced | History |
| GOBIGobi Acquisition Corp. | CLASS A ORD SHS | 2,000,000 | $19.8M | 1.6% | 00.0% | Unchanged | History |
| SESea Ltd | SPONSORD ADS | 116,117 | $7.76M | 0.6% | −237,249−67.1% | Reduced | History |
Sold out since Q1 2022 (1)
Positions held at the end of Q1 2022 that are gone from this filing.