13F HOLDINGS REPORT
Gobi Capital LLC
Quarter ended Q1 2025 · Filed May 15, 2025 · Accession 0001420506-25-001215
Total Value
$1.76B
Positions
11
Other Managers
0
Confidential Omitted
No
Holdings (11)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | META PLATFORMS INC | META | 716,579 | $413.0M | 23.52% |
| 2 | CREDIT ACCEP CORP MICH | 225310101 | 399,668 | $206.4M | 11.75% |
| 3 | ALPHABET INC | GOOG | 1,273,590 | $199.0M | 11.33% |
| 4 | COPART INC | CPRT | 2,846,221 | $161.1M | 9.17% |
| 5 | HCA HEALTHCARE INC | HCA | 405,587 | $140.2M | 7.98% |
| 6 | HEICO CORP NEW | HEI-A | 659,583 | $139.2M | 7.92% |
| 7 | BROWN & BROWN INC | BRO | 1,065,937 | $132.6M | 7.55% |
| 8 | MSCI INC | MSCI | 203,515 | $115.1M | 6.55% |
| 9 | NETFLIX INC | NFLX | 115,850 | $108.0M | 6.15% |
| 10 | KAROOOOO LTD | KARO | 2,200,668 | $93.6M | 5.33% |
| 11 | EPLUS INC | PLUS | 783,515 | $47.8M | 2.72% |