Gobi Capital as of Dec. 31, 2020
Portfolio Holdings for Gobi Capital
Gobi Capital holds 11 positions in its portfolio as reported in the December 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Facebook Cl A (META) | 21.8 | $268M | 981k | 273.16 | |
| Credit Acceptance (CACC) | 17.0 | $209M | 604k | 346.14 | |
| Alphabet Cap Stk Cl C (GOOG) | 16.7 | $206M | 118k | 1751.88 | |
| Heico Corp Cl A (HEI.A) | 8.7 | $107M | 911k | 117.06 | |
| Copart (CPRT) | 8.5 | $105M | 825k | 127.25 | |
| Cdw (CDW) | 7.1 | $88M | 664k | 131.79 | |
| Sea Sponsord Ads (SE) | 6.6 | $81M | 408k | 199.05 | |
| Visa Com Cl A (V) | 5.4 | $67M | 306k | 218.73 | |
| Atlassian Corp Cl A | 4.3 | $53M | 226k | 233.87 | |
| Appfolio Com Cl A (APPF) | 2.2 | $27M | 148k | 180.04 | |
| Ituran Location And Control SHS (ITRN) | 1.8 | $22M | 1.1M | 19.05 |
