Gobi Capital LLC
- SEC CIK
- 0001698060
- Latest filing
- Aug 14, 2026
Holdings in Q3 2024
Holdings as of Sep 30, 2024, filed Nov 14, 2024. Long positions only; changes compare share counts with Q2 2024.
- Positions
- 10
- 0 vs. Q2 2024
- Portfolio value
- $1.74B
- +$163.9M (+10.4%) vs. Q2 2024
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| METAMeta Platforms, Inc. | Stock | 743,579 | $425.7M | 24.4% | −31,700−4.1% | Reduced | History |
| GOOGAlphabet Inc. | Stock | 1,353,140 | $226.2M | 13.0% | +7,700+0.6% | Added | History |
| CPRTCopart Inc | COM | 3,341,206 | $175.1M | 10.0% | −110,000−3.2% | Reduced | History |
| NFLXNetflix Inc | Stock | 240,870 | $170.8M | 9.8% | +10,300+4.5% | Added | History |
| CACCCredit Acceptance Corp | COM | 383,322 | $170.0M | 9.8% | +8,800+2.3% | Added | History |
| HCAHCA Healthcare, Inc. | COM | 334,584 | $136.0M | 7.8% | +42,202+14.4% | Added | History |
| HEI.AHeico Corp | CL A | 657,883 | $134.1M | 7.7% | 00.0% | Unchanged | History |
| PLUSEplus Inc | COM | 1,168,425 | $114.9M | 6.6% | +55,168+5.0% | Added | History |
| BROBrown & Brown, Inc. | Stock | 987,995 | $102.4M | 5.9% | +987,995 | New | History |
| KAROKarooooo Ltd. | ORD SHS | 2,200,668 | $87.2M | 5.0% | 00.0% | Unchanged | History |
Sold out since Q2 2024 (1)
Positions held at the end of Q2 2024 that are gone from this filing.