13F HOLDINGS REPORT
Gobi Capital LLC
Quarter ended Q1 2024 · Filed May 15, 2024 · Accession 0001420506-24-000986
Total Value
$1.60B
Positions
11
Other Managers
0
Confidential Omitted
No
Holdings (11)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | META PLATFORMS INC | META | 798,761 | $387.9M | 24.21% |
| 2 | ALPHABET INC | GOOG | 1,357,390 | $206.7M | 12.90% |
| 3 | CREDIT ACCEP CORP MICH | 225310101 | 365,750 | $201.7M | 12.59% |
| 4 | COPART INC | CPRT | 3,449,864 | $199.8M | 12.47% |
| 5 | NETFLIX INC | NFLX | 261,870 | $159.0M | 9.93% |
| 6 | FIRST CTZNS BANCSHARES INC N | 31946M103 | 61,039 | $99.8M | 6.23% |
| 7 | HCA HEALTHCARE INC | HCA | 292,382 | $97.5M | 6.09% |
| 8 | EPLUS INC | PLUS | 1,239,168 | $97.3M | 6.07% |
| 9 | HEICO CORP NEW | HEI-A | 613,088 | $94.4M | 5.89% |
| 10 | KAROOOOO LTD | KARO | 2,206,155 | $55.3M | 3.45% |
| 11 | CDW CORP | CDW | 10,240 | $2.6M | 0.16% |