Gobi Capital LLC
- SEC CIK
- 0001698060
- Latest filing
- Aug 14, 2026
Holdings in Q4 2023
Holdings as of Dec 31, 2023, filed Feb 14, 2024. Long positions only; changes compare share counts with Q3 2023.
- Positions
- 11
- +1 vs. Q3 2023
- Portfolio value
- $1.38B
- +$28.3M (+2.1%) vs. Q3 2023
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| METAMeta Platforms, Inc. | Stock | 846,561 | $299.6M | 21.7% | −94,992−10.1% | Reduced | History |
| CACCCredit Acceptance Corp | COM | 364,750 | $194.3M | 14.1% | −46,077−11.2% | Reduced | History |
| GOOGAlphabet Inc. | Stock | 1,357,390 | $191.3M | 13.9% | −80,400−5.6% | Reduced | History |
| CPRTCopart Inc | COM | 3,449,864 | $169.0M | 12.3% | −75,900−2.2% | Reduced | History |
| NFLXNetflix Inc | Stock | 282,246 | $137.4M | 10.0% | −25,600−8.3% | Reduced | History |
| HCAHCA Healthcare, Inc. | COM | 443,882 | $120.1M | 8.7% | +89,766+25.3% | Added | History |
| FCNCAFirst Citizens Bancshares Inc | CL A | 61,039 | $86.6M | 6.3% | −500−0.8% | Reduced | History |
| HEI.AHeico Corp | CL A | 524,705 | $74.7M | 5.4% | 00.0% | Unchanged | History |
| KAROKarooooo Ltd. | ORD SHS | 2,206,155 | $53.6M | 3.9% | 00.0% | Unchanged | History |
| PLUSEplus Inc | COM | 616,101 | $49.2M | 3.6% | +616,101 | New | History |
| CDWCDW Corp | COM | 10,240 | $2.33M | 0.2% | −667,967−98.5% | Reduced | History |