Q3 2024 · 13F-HR
GOBI CAPITAL LLCholdings as filed
Filed 2024-11-14 · accession 0001420506-24-002558
$1.74B
Reported value
10
Positions
2024-09-30
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 30303M102 | META | META PLATFORMS INC | $425.7M | 24.4% | 743,579 | Common | SOLE |
| 02079K107 | GOOG | ALPHABET INC | $226.2M | 13.0% | 1,353,140 | Common | SOLE |
| 217204106 | CPRT | COPART INC | $175.1M | 10.0% | 3,341,206 | Common | SOLE |
| 64110L106 | NFLX | NETFLIX INC | $170.8M | 9.81% | 240,870 | Common | SOLE |
| 225310101 | CACC | CREDIT ACCEP CORP MICH | $170.0M | 9.76% | 383,322 | Common | SOLE |
| 40412C101 | HCA | HCA HEALTHCARE INC | $136.0M | 7.80% | 334,584 | Common | SOLE |
| 422806208 | HEI/A | HEICO CORP NEW | $134.1M | 7.69% | 657,883 | Common | SOLE |
| 294268107 | PLUS | EPLUS INC | $114.9M | 6.59% | 1,168,425 | Common | SOLE |
| 115236101 | BRO | BROWN & BROWN INC | $102.4M | 5.87% | 987,995 | Common | SOLE |
| Y4600W108 | KARO | KAROOOOO LTD | $87.2M | 5.01% | 2,200,668 | 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.