Gobi Capital as of June 30, 2021
Portfolio Holdings for Gobi Capital
Gobi Capital holds 13 positions in its portfolio as reported in the June 2021 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Facebook Cl A (META) | 22.8 | $378M | 1.1M | 347.71 | |
| Alphabet Cap Stk Cl C (GOOG) | 20.4 | $339M | 135k | 2506.32 | |
| Credit Acceptance (CACC) | 16.1 | $267M | 588k | 454.11 | |
| Copart (CPRT) | 7.4 | $123M | 936k | 131.83 | |
| Cdw (CDW) | 7.3 | $122M | 696k | 174.65 | |
| Heico Corp Cl A (HEI.A) | 7.0 | $116M | 930k | 124.18 | |
| Sea Sponsord Ads (SE) | 6.0 | $99M | 360k | 274.60 | |
| Atlassian Corp Cl A | 4.6 | $76M | 297k | 256.86 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 4.0 | $66M | 238k | 277.92 | |
| Ituran Location And Control SHS (ITRN) | 1.9 | $31M | 1.1M | 27.24 | |
| Appfolio Com Cl A (APPF) | 1.3 | $21M | 148k | 141.20 | |
| Gobi Acquisition Corp Class A Ord Shs | 1.2 | $20M | 2.0M | 9.85 | |
| Karooooo Ord Shs (KARO) | 0.2 | $3.7M | 100k | 36.75 |
