Gobi Capital as of March 31, 2020
Portfolio Holdings for Gobi Capital
Gobi Capital holds 11 positions in its portfolio as reported in the March 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Facebook Cl A (META) | 22.4 | $162M | 970k | 166.80 | |
| Alphabet Cap Stk Cl C (GOOG) | 18.6 | $135M | 116k | 1162.81 | |
| Credit Acceptance (CACC) | 18.4 | $133M | 522k | 255.69 | |
| Heico Corp Cl A (HEI.A) | 9.2 | $67M | 1.0M | 63.90 | |
| Copart (CPRT) | 7.7 | $56M | 810k | 68.52 | |
| Cdw (CDW) | 7.6 | $55M | 590k | 93.27 | |
| Sea Sponsored Ads (SE) | 5.4 | $39M | 874k | 44.31 | |
| Visa Com Cl A (V) | 5.1 | $37M | 231k | 161.12 | |
| Ituran Location And Control SHS (ITRN) | 2.9 | $21M | 1.5M | 14.21 | |
| Appfolio Com Cl A (APPF) | 1.4 | $9.9M | 90k | 110.94 | |
| Alliance Data Systems Corporation (BFH) | 1.4 | $9.9M | 294k | 33.65 |
