Gobi Capital as of June 30, 2020
Portfolio Holdings for Gobi Capital
Gobi Capital holds 14 positions in its portfolio as reported in the June 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Credit Acceptance (CACC) | 17.5 | $239M | 571k | 419.01 | |
| Facebook Cl A (META) | 16.3 | $222M | 978k | 227.07 | |
| Alphabet Cap Stk Cl C (GOOG) | 12.1 | $166M | 117k | 1413.61 | |
| Alphabet Put Put Option | 10.5 | $143M | 101k | 1413.61 | |
| Spdr Gold Tr Gold Shs (GLD) | 7.8 | $107M | 639k | 167.37 | |
| Sea Sponsored Ads (SE) | 6.6 | $90M | 838k | 107.24 | |
| Cdw (CDW) | 5.1 | $70M | 602k | 116.18 | |
| Copart (CPRT) | 4.8 | $66M | 794k | 83.27 | |
| Visa Com Cl A (V) | 4.3 | $59M | 306k | 193.17 | |
| Heico Corp Cl A (HEI.A) | 4.2 | $58M | 712k | 81.24 | |
| Wal-Mart Stores (WMT) | 4.0 | $55M | 455k | 119.78 | |
| Facebook Put Put Option | 3.3 | $45M | 196k | 227.07 | |
| Ituran Location And Control SHS (ITRN) | 1.7 | $24M | 1.5M | 16.02 | |
| Appfolio Com Cl A (APPF) | 1.7 | $23M | 143k | 162.71 |
