Gobi Capital LLC
- SEC CIK
- 0001698060
- Latest filing
- Aug 14, 2026
Holdings in Q2 2024
Holdings as of Jun 30, 2024, filed Aug 14, 2024. Long positions only; changes compare share counts with Q1 2024.
- Positions
- 10
- −1 vs. Q1 2024
- Portfolio value
- $1.58B
- −$23.7M (−1.5%) vs. Q1 2024
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| METAMeta Platforms, Inc. | Stock | 775,279 | $390.9M | 24.8% | −23,482−2.9% | Reduced | History |
| GOOGAlphabet Inc. | Stock | 1,345,440 | $246.8M | 15.6% | −11,950−0.9% | Reduced | History |
| CACCCredit Acceptance Corp | COM | 374,522 | $192.8M | 12.2% | +8,772+2.4% | Added | History |
| CPRTCopart Inc | COM | 3,451,206 | $186.9M | 11.8% | +1,3420.0% | Added | History |
| NFLXNetflix Inc | Stock | 230,570 | $155.6M | 9.9% | −31,300−12.0% | Reduced | History |
| HEI.AHeico Corp | CL A | 657,883 | $116.8M | 7.4% | +44,795+7.3% | Added | History |
| HCAHCA Healthcare, Inc. | COM | 292,382 | $93.9M | 6.0% | 00.0% | Unchanged | History |
| PLUSEplus Inc | COM | 1,113,257 | $82.0M | 5.2% | −125,911−10.2% | Reduced | History |
| KAROKarooooo Ltd. | ORD SHS | 2,200,668 | $64.5M | 4.1% | −5,487−0.2% | Reduced | History |
| FCNCAFirst Citizens Bancshares Inc | CL A | 28,627 | $48.2M | 3.1% | −32,412−53.1% | Reduced | History |
Sold out since Q1 2024 (1)
Positions held at the end of Q1 2024 that are gone from this filing.