13F HOLDINGS REPORT
Gobi Capital LLC
Quarter ended Q2 2024 · Filed August 14, 2024 · Accession 0001420506-24-001535
Total Value
$1.58B
Positions
10
Other Managers
0
Confidential Omitted
No
Holdings (10)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | META PLATFORMS INC | META | 775,279 | $390.9M | 24.77% |
| 2 | ALPHABET INC | GOOG | 1,345,440 | $246.8M | 15.63% |
| 3 | CREDIT ACCEP CORP MICH | 225310101 | 374,522 | $192.8M | 12.21% |
| 4 | COPART INC | CPRT | 3,451,206 | $186.9M | 11.84% |
| 5 | NETFLIX INC | NFLX | 230,570 | $155.6M | 9.86% |
| 6 | HEICO CORP NEW | HEI-A | 657,883 | $116.8M | 7.40% |
| 7 | HCA HEALTHCARE INC | HCA | 292,382 | $93.9M | 5.95% |
| 8 | EPLUS INC | PLUS | 1,113,257 | $82.0M | 5.20% |
| 9 | KAROOOOO LTD | KARO | 2,200,668 | $64.5M | 4.09% |
| 10 | FIRST CTZNS BANCSHARES INC N | 31946M103 | 28,627 | $48.2M | 3.05% |