13F HOLDINGS REPORT
Gobi Capital LLC
Quarter ended Q4 2024 · Filed February 14, 2025 · Accession 0001420506-25-000581
Total Value
$1.70B
Positions
10
Other Managers
0
Confidential Omitted
No
Holdings (10)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | META PLATFORMS INC | META | 738,479 | $432.4M | 25.38% |
| 2 | ALPHABET INC | GOOG | 1,339,869 | $255.2M | 14.97% |
| 3 | CREDIT ACCEP CORP MICH | 225310101 | 405,168 | $190.2M | 11.16% |
| 4 | COPART INC | CPRT | 3,223,996 | $185.0M | 10.86% |
| 5 | NETFLIX INC | NFLX | 146,836 | $130.9M | 7.68% |
| 6 | HEICO CORP NEW | HEI-A | 650,383 | $121.0M | 7.10% |
| 7 | HCA HEALTHCARE INC | HCA | 369,487 | $110.9M | 6.51% |
| 8 | BROWN & BROWN INC | BRO | 1,076,837 | $109.9M | 6.45% |
| 9 | KAROOOOO LTD | KARO | 2,200,668 | $99.4M | 5.83% |
| 10 | EPLUS INC | PLUS | 936,122 | $69.2M | 4.06% |