Q2 2024 · 13F-HR
GOBI CAPITAL LLCholdings as filed
Filed 2024-08-14 · accession 0001420506-24-001535
$1.58B
Reported value
10
Positions
2024-06-30
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 30303M102 | META | META PLATFORMS INC | $390.9M | 24.8% | 775,279 | Common | SOLE |
| 02079K107 | GOOG | ALPHABET INC | $246.8M | 15.6% | 1,345,440 | Common | SOLE |
| 225310101 | CACC | CREDIT ACCEP CORP MICH | $192.8M | 12.2% | 374,522 | Common | SOLE |
| 217204106 | CPRT | COPART INC | $186.9M | 11.8% | 3,451,206 | Common | SOLE |
| 64110L106 | NFLX | NETFLIX INC | $155.6M | 9.86% | 230,570 | Common | SOLE |
| 422806208 | HEI/A | HEICO CORP NEW | $116.8M | 7.40% | 657,883 | Common | SOLE |
| 40412C101 | HCA | HCA HEALTHCARE INC | $93.9M | 5.95% | 292,382 | Common | SOLE |
| 294268107 | PLUS | EPLUS INC | $82.0M | 5.20% | 1,113,257 | Common | SOLE |
| Y4600W108 | KARO | KAROOOOO LTD | $64.5M | 4.09% | 2,200,668 | Common | SOLE |
| 31946M103 | FCNCA | FIRST CTZNS BANCSHARES INC N | $48.2M | 3.05% | 28,627 | Common | SOLE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.