Gobi Capital LLC
13 holdingsFiling period: 2026-06-30Current AUM: $2.18Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | META | Meta Platforms Inc | 702.9K | $395.9M | $488.0M | 22.39% | +830 | 2026-06-30 |
| 2 | GOOG | Alphabet Inc | 864.3K | $305.4M | $290.7M | 13.34% | -- | 2026-06-30 |
| 3 | CACC | Credit Accep Corp Mich | 358.1K | $228.0M | $192.7M | 8.84% | -- | 2026-06-30 |
| 4 | HCA | Hca Healthcare Inc | 502.0K | $195.7M | $233.8M | 10.73% | +239.8K | 2026-06-30 |
| 5 | UNH | Unitedhealth Group Inc | 386.4K | $160.6M | $162.0M | 7.43% | -- | 2026-06-30 |
| 6 | HEI/A | Heico Corp New | 615.2K | $158.7M | $158.7M | 7.28% | +3.7K | 2026-06-30 |
| 7 | NFLX | Netflix Inc. | 2.08M | $148.8M | $143.2M | 6.57% | +12.8K | 2026-06-30 |
| 8 | MSCI | Msci Inc | 258.2K | $144.6M | $152.8M | 7.01% | +1.6K | 2026-06-30 |
| 9 | BRO | Brown & Brown Inc | 1.78M | $114.2M | $126.2M | 5.79% | +159.0K | 2026-06-30 |
| 10 | — | Karooooo Ltd | 2.29M | $112.9M | $112.9M | 5.18% | +87.0K | 2026-06-30 |
| 11 | MU | Micron Technology Inc | 74.3K | $85.8M | $66.6M | 3.05% | -- | 2026-06-30 |
| 12 | SNDK | Sandisk Corp | 23.6K | $53.7M | $32.2M | 1.48% | -- | 2026-06-30 |
| 13 | BE | Bloom Energy Corp | 89.4K | $27.1M | $19.9M | 0.91% | -- | 2026-06-30 |
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