Gobi Capital as of Sept. 30, 2020
Portfolio Holdings for Gobi Capital
Gobi Capital holds 11 positions in its portfolio as reported in the September 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Facebook Cl A (META) | 22.7 | $256M | 978k | 261.90 | |
| Credit Acceptance (CACC) | 17.1 | $193M | 571k | 338.64 | |
| Alphabet Cap Stk Cl C (GOOG) | 15.3 | $172M | 117k | 1469.60 | |
| Sea Sponsord Ads (SE) | 8.8 | $99M | 644k | 154.04 | |
| Copart (CPRT) | 7.7 | $87M | 825k | 105.16 | |
| Heico Corp Cl A (HEI.A) | 7.2 | $81M | 911k | 88.66 | |
| Cdw (CDW) | 7.0 | $79M | 664k | 119.53 | |
| Visa Com Cl A (V) | 5.4 | $61M | 306k | 199.97 | |
| O'reilly Automotive (ORLY) | 5.2 | $59M | 128k | 461.08 | |
| Ituran Location And Control SHS (ITRN) | 1.8 | $20M | 1.5M | 13.92 | |
| Appfolio Com Cl A (APPF) | 1.8 | $20M | 143k | 141.81 |
