13F HOLDINGS REPORT
Gobi Capital LLC
Quarter ended Q3 2024 · Filed November 14, 2024 · Accession 0001420506-24-002558
Total Value
$1.74B
Positions
10
Other Managers
0
Confidential Omitted
No
Holdings (10)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | META PLATFORMS INC | META | 743,579 | $425.7M | 24.43% |
| 2 | ALPHABET INC | GOOG | 1,353,140 | $226.2M | 12.98% |
| 3 | COPART INC | CPRT | 3,341,206 | $175.1M | 10.05% |
| 4 | NETFLIX INC | NFLX | 240,870 | $170.8M | 9.81% |
| 5 | CREDIT ACCEP CORP MICH | 225310101 | 383,322 | $170.0M | 9.76% |
| 6 | HCA HEALTHCARE INC | HCA | 334,584 | $136.0M | 7.80% |
| 7 | HEICO CORP NEW | HEI-A | 657,883 | $134.1M | 7.69% |
| 8 | EPLUS INC | PLUS | 1,168,425 | $114.9M | 6.59% |
| 9 | BROWN & BROWN INC | BRO | 987,995 | $102.4M | 5.87% |
| 10 | KAROOOOO LTD | KARO | 2,200,668 | $87.2M | 5.01% |