Gobi Capital LLC
11 holdingsFiling period: 2026-03-31Current AUM: $1.92Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | META | META PLATFORMS INC | 702.1K | $401.7M | $390.9M | 20.36% | -- | 2026-03-31 |
| 2 | GOOG | ALPHABET INC | 864.3K | $247.9M | $308.2M | 16.05% | -163,100 | 2026-03-31 |
| 3 | NFLX | NETFLIX INC. | 2.07M | $199.2M | $148.5M | 7.74% | +506.6K | 2026-03-31 |
| 4 | CACC | CREDIT ACCEP CORP MICH | 358.1K | $151.6M | $203.7M | 10.61% | -- | 2026-03-31 |
| 5 | MSCI | MSCI INC | 256.6K | $138.3M | $146.8M | 7.65% | -- | 2026-03-31 |
| 6 | HEI/A | HEICO CORP NEW | 611.5K | $129.1M | $129.1M | 6.72% | -41,200 | 2026-03-31 |
| 7 | HCA | HCA HEALTHCARE INC | 262.2K | $124.1M | $105.6M | 5.50% | -141,825 | 2026-03-31 |
| 8 | — | KAROOOOO LTD | 2.20M | $109.7M | $109.7M | 5.71% | -- | 2026-03-31 |
| 9 | BRO | BROWN & BROWN INC | 1.62M | $105.7M | $114.1M | 5.94% | +192.4K | 2026-03-31 |
| 10 | UNH | UNITEDHEALTH GROUP INC | 386.4K | $104.5M | $160.1M | 8.34% | -21,100 | 2026-03-31 |
| 11 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | 255.8K | $86.4M | $103.4M | 5.39% | -- | 2026-03-31 |
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