Gobi Capital LLC
- SEC CIK
- 0001698060
- Latest filing
- Aug 14, 2026
Holdings in Q3 2022
Holdings as of Sep 30, 2022, filed Nov 14, 2022. Long positions only; changes compare share counts with Q2 2022.
- Positions
- 9
- −1 vs. Q2 2022
- Portfolio value
- $1.12B
- −$79.1M (−6.6%) vs. Q2 2022
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| CACCCredit Acceptance Corp | COM | 511,254 | $223.9M | 19.9% | +16,760+3.4% | Added | History |
| METAMeta Platforms, Inc. | Stock | 1,587,365 | $215.4M | 19.2% | −86,600−5.2% | Reduced | History |
| NFLXNetflix Inc | Stock | 755,451 | $177.9M | 15.8% | −10,000−1.3% | Reduced | History |
| GOOGAlphabet Inc. | Stock | 1,762,761 | $169.5M | 15.1% | −292,899−14.2% | ReducedConverted for a 20-for-1 split | History |
| CDWCDW Corp | COM | 765,476 | $119.5M | 10.6% | +24,999+3.4% | Added | History |
| CPRTCopart Inc | COM | 1,099,030 | $116.9M | 10.4% | +51,690+4.9% | Added | History |
| KAROKarooooo Ltd. | ORD SHS | 2,177,218 | $51.8M | 4.6% | 00.0% | Unchanged | History |
| HEI.AHeico Corp | CL A | 369,997 | $42.4M | 3.8% | +35,197+10.5% | Added | History |
| SESea Ltd | SPONSORD ADS | 116,117 | $6.51M | 0.6% | 00.0% | Unchanged | History |
Sold out since Q2 2022 (1)
Positions held at the end of Q2 2022 that are gone from this filing.