13F HOLDINGS REPORT
Gobi Capital LLC
Quarter ended Q2 2025 · Filed August 14, 2025 · Accession 0001420506-25-002072
Total Value
$2.02B
Positions
12
Other Managers
0
Confidential Omitted
No
Holdings (12)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | META PLATFORMS INC | META | 702,079 | $518.2M | 25.63% |
| 2 | CREDIT ACCEP CORP MICH | 225310101 | 394,218 | $200.8M | 9.93% |
| 3 | NETFLIX INC | NFLX | 137,354 | $183.9M | 9.10% |
| 4 | ALPHABET INC | GOOG | 986,056 | $174.9M | 8.65% |
| 5 | HEICO CORP NEW | HEI-A | 652,683 | $168.9M | 8.35% |
| 6 | HCA HEALTHCARE INC | HCA | 399,021 | $152.9M | 7.56% |
| 7 | MSCI INC | MSCI | 256,611 | $148.0M | 7.32% |
| 8 | BROWN & BROWN INC | BRO | 1,056,704 | $117.2M | 5.80% |
| 9 | KAROOOOO LTD | KARO | 2,200,668 | $107.8M | 5.33% |
| 10 | UNITEDHEALTH GROUP INC | UNH | 328,200 | $102.4M | 5.06% |
| 11 | COPART INC | CPRT | 1,982,068 | $97.3M | 4.81% |
| 12 | EPLUS INC | PLUS | 684,554 | $49.4M | 2.44% |