Gobi Capital LLC
- SEC CIK
- 0001698060
- Latest filing
- Aug 14, 2026
Holdings in Q4 2022
Holdings as of Dec 31, 2022, filed Feb 14, 2023. Long positions only; changes compare share counts with Q3 2022.
- Positions
- 9
- 0 vs. Q3 2022
- Portfolio value
- $1.15B
- +$23.4M (+2.1%) vs. Q3 2022
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| CACCCredit Acceptance Corp | COM | 519,614 | $246.5M | 21.5% | +8,360+1.6% | Added | History |
| NFLXNetflix Inc | Stock | 571,969 | $168.7M | 14.7% | −183,482−24.3% | Reduced | History |
| METAMeta Platforms, Inc. | Stock | 1,293,901 | $155.7M | 13.6% | −293,464−18.5% | Reduced | History |
| GOOGAlphabet Inc. | Stock | 1,712,321 | $151.9M | 13.2% | −50,440−2.9% | Reduced | History |
| CDWCDW Corp | COM | 783,877 | $140.0M | 12.2% | +18,401+2.4% | Added | History |
| CPRTCopart Inc | COM | 2,188,060 | $133.2M | 11.6% | 00.0% | UnchangedConverted for a 2-for-1 split | History |
| HCAHCA Healthcare, Inc. | COM | 287,698 | $69.0M | 6.0% | +287,698 | New | History |
| KAROKarooooo Ltd. | ORD SHS | 2,177,218 | $50.7M | 4.4% | 00.0% | Unchanged | History |
| HEI.AHeico Corp | CL A | 261,551 | $31.3M | 2.7% | −108,446−29.3% | Reduced | History |
Sold out since Q3 2022 (1)
Positions held at the end of Q3 2022 that are gone from this filing.