13F HOLDINGS REPORT
Gobi Capital LLC
Quarter ended Q2 2023 · Filed May 15, 2023 · Accession 0001420506-23-001148
Total Value
$1.40B
Positions
10
Other Managers
0
Confidential Omitted
No
Holdings (10)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | META PLATFORMS INC | META | 1,211,604 | $256.8M | 18.37% |
| 2 | CREDIT ACCEP CORP MICH | 225310101 | 535,116 | $233.3M | 16.69% |
| 3 | ALPHABET INC | GOOG | 1,824,421 | $189.7M | 13.57% |
| 4 | NETFLIX INC | NFLX | 497,069 | $171.7M | 12.28% |
| 5 | CDW CORP | CDW | 835,077 | $162.7M | 11.64% |
| 6 | COPART INC | CPRT | 1,762,882 | $132.6M | 9.48% |
| 7 | HCA HEALTHCARE INC | HCA | 365,516 | $96.4M | 6.89% |
| 8 | HEICO CORP NEW | HEI-A | 524,705 | $71.3M | 5.10% |
| 9 | KAROOOOO LTD | KARO | 2,206,155 | $51.2M | 3.66% |
| 10 | FIRST CTZNS BANCSHARES INC N | 31946M103 | 33,003 | $32.1M | 2.30% |