Gobi Capital LLC
- SEC CIK
- 0001698060
- Latest filing
- Aug 14, 2026
Holdings in Q3 2023
Holdings as of Sep 30, 2023, filed Nov 14, 2023. Long positions only; changes compare share counts with Q2 2023.
- Positions
- 10
- 0 vs. Q2 2023
- Portfolio value
- $1.35B
- −$194.0M (−12.6%) vs. Q2 2023
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| METAMeta Platforms, Inc. | Stock | 941,553 | $282.7M | 20.9% | −185,900−16.5% | Reduced | History |
| GOOGAlphabet Inc. | Stock | 1,437,790 | $189.6M | 14.0% | −218,100−13.2% | Reduced | History |
| CACCCredit Acceptance Corp | COM | 410,827 | $189.0M | 14.0% | −64,100−13.5% | Reduced | History |
| CPRTCopart Inc | COM | 3,525,764 | $151.9M | 11.3% | 00.0% | UnchangedConverted for a 2-for-1 split | History |
| CDWCDW Corp | COM | 678,207 | $136.8M | 10.1% | −204,800−23.2% | Reduced | History |
| NFLXNetflix Inc | Stock | 307,846 | $116.2M | 8.6% | −11,906−3.7% | Reduced | History |
| HCAHCA Healthcare, Inc. | COM | 354,116 | $87.1M | 6.5% | −11,400−3.1% | Reduced | History |
| FCNCAFirst Citizens Bancshares Inc | CL A | 61,539 | $84.9M | 6.3% | 00.0% | Unchanged | History |
| HEI.AHeico Corp | CL A | 524,705 | $67.8M | 5.0% | 00.0% | Unchanged | History |
| KAROKarooooo Ltd. | ORD SHS | 2,206,155 | $43.9M | 3.3% | 00.0% | Unchanged | History |