13F HOLDINGS REPORT
Gobi Capital LLC
Quarter ended Q3 2025 · Filed November 14, 2025 · Accession 0001420506-25-003294
Total Value
$2.06B
Positions
12
Other Managers
0
Confidential Omitted
No
Holdings (12)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | META PLATFORMS INC | META | 702,079 | $515.6M | 25.05% |
| 2 | ALPHABET INC | GOOG | 1,027,356 | $250.2M | 12.16% |
| 3 | HCA HEALTHCARE INC | HCA | 425,070 | $181.2M | 8.80% |
| 4 | CREDIT ACCEP CORP MICH | 225310101 | 360,231 | $168.2M | 8.17% |
| 5 | HEICO CORP NEW | HEI-A | 652,683 | $165.8M | 8.06% |
| 6 | NETFLIX INC | NFLX | 128,227 | $153.7M | 7.47% |
| 7 | MSCI INC | MSCI | 256,611 | $145.6M | 7.07% |
| 8 | UNITEDHEALTH GROUP INC | UNH | 407,468 | $140.7M | 6.84% |
| 9 | KAROOOOO LTD | KARO | 2,200,668 | $125.7M | 6.11% |
| 10 | BROWN & BROWN INC | BRO | 1,096,203 | $102.8M | 4.99% |
| 11 | COPART INC | CPRT | 1,982,068 | $89.1M | 4.33% |
| 12 | EPLUS INC | PLUS | 278,072 | $19.7M | 0.96% |