Gobi Capital LLC Holdings & Portfolio - 13F Filings Analysis - Stocknear

Gobi Capital LLC

CIK Number: 0001698060

2.02B
Market Value
11
# of Holdings
16 months
Avg. Holding Period
Win Rate
Peformance 3-Years

Filing Date: Aug 14, 2025

Rank Symbol Name Price % Change Shares % Change Shares Market Value Avg. Price Paid % Weight Asset Type
1 META Meta Platforms,...
710.56
-2.27% 702.08K -2.02% 518.2M 191.61 25.63% Share
2 CACC Credit Acceptan...
485.86
+1.18% 394.22K -1.36% 200.83M 416.66 9.93% Share
3 NFLX Netflix, Inc.
1153.32
-0.79% 137.35K +18.56% 183.93M 574.61 9.10% Share
4 GOOG Alphabet Inc.
246.45
+0.01% 986.06K -22.58% 174.92M 68.06 8.65% Share
5 HCA HCA Healthcare,...
429.48
+0.65% 399.02K -1.62% 152.86M 279.24 7.56% Share
6 MSCI MSCI Inc.
559.99
-0.14% 256.61K +26.09% 148M 567.83 7.32% Share
7 BRO Brown & Brown, ...
94.96
+1.62% 1.06M -0.87% 117.16M 103.47 5.80% Share
8 KARO Karooooo Ltd.
56.69
-1.65% 2.2M 0.00% 107.79M 40.37 5.33% Share
9 UNH UnitedHealth Gr...
360.28
+1.85% 328.2K +100.00% 102.39M 311.97 5.06% Share
10 CPRT Copart, Inc.
45.11
+1.21% 1.98M -30.36% 97.26M 20.22 4.81% Share
11 PLUS ePlus inc.
73.10
+0.29% 684.55K -12.63% 49.36M 79.25 2.44% Share