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

Gobi Capital LLC

CIK Number: 0001698060

2.02B
Market Value
10
# of Holdings
16 months
Avg. Holding Period
Win Rate
Peformance 3-Years

Filing Date: May 15, 2025

Rank Symbol Name Price % Change Shares % Change Shares Market Value Avg. Price Paid % Weight Asset Type
1 META Meta Platforms,...
748.65
+1.57% 716.58K -2.97% 413.01M 191.61 23.52% Share
2 CACC Credit Acceptan...
520.73
+0.20% 399.67K -1.36% 206.37M 416.66 11.75% Share
3 GOOG Alphabet Inc.
232.66
+0.68% 1.27M -4.95% 198.97M 68.06 11.33% Share
4 CPRT Copart, Inc.
49.97
+3.84% 2.85M -11.72% 161.07M 20.22 9.17% Share
5 HCA HCA Healthcare,...
411.56
+0.97% 405.59K +9.77% 140.15M 279.24 7.98% Share
6 BRO Brown & Brown, ...
95.47
+0.19% 1.07M -1.01% 132.6M 103.47 7.55% Share
7 MSCI MSCI Inc.
557.25
+1.02% 203.51K +100.00% 115.09M 565.5 6.55% Share
8 NFLX Netflix, Inc.
1257.48
+2.55% 115.85K -21.1% 108.03M 432.7 6.15% Share
9 KARO Karooooo Ltd.
52.38
+1.12% 2.2M 0.00% 93.62M 40.37 5.33% Share
10 PLUS ePlus inc.
71.73
+3.10% 783.51K -16.3% 47.82M 79.25 2.72% Share