Gobi Capital as of March 31, 2021
Portfolio Holdings for Gobi Capital
Gobi Capital holds 13 positions in its portfolio as reported in the March 2021 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Facebook Cl A (META) | 21.7 | $320M | 1.1M | 294.53 | |
| Alphabet Cap Stk Cl C (GOOG) | 18.9 | $280M | 135k | 2068.63 | |
| Credit Acceptance (CACC) | 14.8 | $220M | 609k | 360.23 | |
| Cdw (CDW) | 7.8 | $115M | 696k | 165.75 | |
| Heico Corp Cl A (HEI.A) | 7.1 | $105M | 926k | 113.60 | |
| Sea Sponsord Ads (SE) | 6.8 | $101M | 453k | 223.23 | |
| Copart (CPRT) | 6.8 | $100M | 923k | 108.61 | |
| Visa Com Cl A (V) | 4.4 | $66M | 310k | 211.73 | |
| Atlassian Corp Cl A | 4.3 | $64M | 303k | 210.76 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 4.0 | $59M | 231k | 255.47 | |
| Ituran Location And Control SHS (ITRN) | 1.6 | $24M | 1.1M | 21.23 | |
| Appfolio Com Cl A (APPF) | 1.4 | $21M | 148k | 141.41 | |
| Dragoneer Growth Opportun Com Cl A | 0.3 | $3.7M | 369k | 10.15 |
