Gobi Capital as of Sept. 30, 2022
Portfolio Holdings for Gobi Capital
Gobi Capital holds 9 positions in its portfolio as reported in the September 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Credit Acceptance (CACC) | 19.9 | $224M | 511k | 438.00 | |
| Meta Platforms Cl A (META) | 19.2 | $215M | 1.6M | 135.68 | |
| Netflix (NFLX) | 15.8 | $178M | 756k | 235.44 | |
| Alphabet Cap Stk Cl C (GOOG) | 15.1 | $170M | 1.8M | 96.15 | |
| Cdw (CDW) | 10.6 | $120M | 766k | 156.08 | |
| Copart (CPRT) | 10.4 | $117M | 1.1M | 106.40 | |
| Karooooo Ord Shs (KARO) | 4.6 | $52M | 2.2M | 23.79 | |
| Heico Corp Cl A (HEI.A) | 3.8 | $42M | 370k | 114.62 | |
| Sea Sponsord Ads (SE) | 0.6 | $6.5M | 116k | 56.05 |
