Gobi Capital LLC
- SEC CIK
- 0001698060
- Latest filing
- Aug 14, 2026
Holdings in Q4 2024
Holdings as of Dec 31, 2024, filed Feb 14, 2025. Long positions only; changes compare share counts with Q3 2024.
- Positions
- 10
- 0 vs. Q3 2024
- Portfolio value
- $1.70B
- −$38.3M (−2.2%) vs. Q3 2024
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| METAMeta Platforms, Inc. | Stock | 738,479 | $432.4M | 25.4% | −5,100−0.7% | Reduced | History |
| GOOGAlphabet Inc. | Stock | 1,339,869 | $255.2M | 15.0% | −13,271−1.0% | Reduced | History |
| CACCCredit Acceptance Corp | COM | 405,168 | $190.2M | 11.2% | +21,846+5.7% | Added | History |
| CPRTCopart Inc | COM | 3,223,996 | $185.0M | 10.9% | −117,210−3.5% | Reduced | History |
| NFLXNetflix Inc | Stock | 146,836 | $130.9M | 7.7% | −94,034−39.0% | Reduced | History |
| HEI.AHeico Corp | CL A | 650,383 | $121.0M | 7.1% | −7,500−1.1% | Reduced | History |
| HCAHCA Healthcare, Inc. | COM | 369,487 | $110.9M | 6.5% | +34,903+10.4% | Added | History |
| BROBrown & Brown, Inc. | Stock | 1,076,837 | $109.9M | 6.4% | +88,842+9.0% | Added | History |
| KAROKarooooo Ltd. | ORD SHS | 2,200,668 | $99.4M | 5.8% | 00.0% | Unchanged | History |
| PLUSEplus Inc | COM | 936,122 | $69.2M | 4.1% | −232,303−19.9% | Reduced | History |