Gobi Capital LLC 13F Holdings

CIK 0001698060 · Beverly Hills, CA

As of Sep 30, 2025, Gobi Capital LLC reported 12 positions worth $2.1B in its SEC Form 13F filing.

Top 12 holdings

SecurityTickerSectorSharesValue% of portfolio
META PLATFORMS INCMETACommunication Services702,079$515.6M25.05%
ALPHABET INCGOOGEquity1,027,356$250.2M12.16%
HCA HEALTHCARE INCHCAHealthcare425,070 81.2M8.80%
CREDIT ACCEPTANCE CORPCACCFinancial Services360,231 68.2M8.17%
HEICO CORPHEI.AIndustrials652,683 65.8M8.06%
NETFLIX INCNFLXCommunication Services128,227 53.7M7.47%
MSCI INCMSCIFinancial Services256,611 45.6M7.07%
UNITEDHEALTH GROUP INCUNHHealthcare407,468 40.7M6.84%
KAROOOOO LTDKAROTechnology2,200,668 25.7M6.11%
BROWN & BROWN INCBROFinancial Services1,096,203 02.8M4.99%
COPART INCCPRTIndustrials1,982,068$89.1M4.33%
EPLUS INCPLUSTechnology278,072 9.7M0.96%