Gobi Capital LLC
13 holdingsFiling period: 2026-06-30Current AUM: $2.16Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | META | META PLATFORMS INC | 702.9K | $395.9M | $471.1M | 21.80% | +830 | 2026-06-30 |
| 2 | GOOG | ALPHABET INC | 864.3K | $305.4M | $295.1M | 13.65% | -- | 2026-06-30 |
| 3 | CACC | CREDIT ACCEP CORP MICH | 358.1K | $228.0M | $214.9M | 9.94% | -- | 2026-06-30 |
| 4 | HCA | HCA HEALTHCARE INC | 502.0K | $195.7M | $212.8M | 9.84% | +239.8K | 2026-06-30 |
| 5 | UNH | UNITEDHEALTH GROUP INC | 386.4K | $160.6M | $145.2M | 6.72% | -- | 2026-06-30 |
| 6 | HEI/A | HEICO CORP NEW | 615.2K | $158.7M | $158.7M | 7.34% | +3.7K | 2026-06-30 |
| 7 | NFLX | NETFLIX INC. | 2.08M | $148.8M | $162.4M | 7.51% | +12.8K | 2026-06-30 |
| 8 | MSCI | MSCI INC | 258.2K | $144.6M | $140.6M | 6.51% | +1.6K | 2026-06-30 |
| 9 | BRO | BROWN & BROWN INC | 1.78M | $114.2M | $119.7M | 5.54% | +159.0K | 2026-06-30 |
| 10 | — | KAROOOOO LTD | 2.29M | $112.9M | $112.9M | 5.22% | +87.0K | 2026-06-30 |
| 11 | MU | MICRON TECHNOLOGY INC | 74.3K | $85.8M | $68.9M | 3.19% | -- | 2026-06-30 |
| 12 | SNDK | SANDISK CORP | 23.6K | $53.7M | $36.1M | 1.67% | -- | 2026-06-30 |
| 13 | BE | BLOOM ENERGY CORP | 89.4K | $27.1M | $23.2M | 1.07% | -- | 2026-06-30 |
← Scroll →