Gobi Capital LLC
- SEC CIK
- 0001698060
- Latest filing
- Aug 14, 2026
Holdings in Q2 2023
Holdings as of Jun 30, 2023, filed Aug 14, 2023. Long positions only; changes compare share counts with Q1 2023.
- Positions
- 10
- 0 vs. Q1 2023
- Portfolio value
- $1.54B
- +$146.2M (+10.5%) vs. Q1 2023
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| METAMeta Platforms, Inc. | Stock | 1,127,453 | $323.6M | 21.0% | −84,151−6.9% | Reduced | History |
| CACCCredit Acceptance Corp | COM | 474,927 | $241.2M | 15.6% | −60,189−11.2% | Reduced | History |
| GOOGAlphabet Inc. | Stock | 1,655,890 | $200.3M | 13.0% | −168,531−9.2% | Reduced | History |
| CDWCDW Corp | COM | 883,007 | $162.0M | 10.5% | +47,930+5.7% | Added | History |
| CPRTCopart Inc | COM | 1,762,882 | $160.8M | 10.4% | 00.0% | Unchanged | History |
| NFLXNetflix Inc | Stock | 319,752 | $140.8M | 9.1% | −177,317−35.7% | Reduced | History |
| HCAHCA Healthcare, Inc. | COM | 365,516 | $110.9M | 7.2% | 00.0% | Unchanged | History |
| FCNCAFirst Citizens Bancshares Inc | CL A | 61,539 | $79.0M | 5.1% | +28,536+86.5% | Added | History |
| HEI.AHeico Corp | CL A | 524,705 | $73.8M | 4.8% | 00.0% | Unchanged | History |
| KAROKarooooo Ltd. | ORD SHS | 2,206,155 | $51.6M | 3.3% | 00.0% | Unchanged | History |