Gobi Capital as of Sept. 30, 2021
Portfolio Holdings for Gobi Capital
Gobi Capital holds 13 positions in its portfolio as reported in the September 2021 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Facebook Cl A (META) | 19.3 | $365M | 1.1M | 339.39 | |
| Alphabet Cap Stk Cl C (GOOG) | 18.7 | $353M | 132k | 2665.31 | |
| Netflix (NFLX) | 13.5 | $255M | 418k | 610.34 | |
| Credit Acceptance Put Option (CACC) | 13.4 | $253M | 432k | 585.31 | |
| Copart (CPRT) | 6.9 | $130M | 936k | 138.72 | |
| Cdw (CDW) | 6.7 | $127M | 696k | 182.02 | |
| Atlassian Corp Cl A | 6.1 | $116M | 297k | 391.42 | |
| Sea Sponsord Ads (SE) | 6.0 | $114M | 356k | 318.73 | |
| Heico Corp Cl A (HEI.A) | 5.8 | $110M | 930k | 118.43 | |
| Ituran Location And Control SHS (ITRN) | 1.5 | $29M | 1.1M | 25.39 | |
| Gobi Acquisition Corp Class A Ord Shs | 1.0 | $19M | 2.0M | 9.70 | |
| Appfolio Com Cl A (APPF) | 0.9 | $18M | 148k | 120.40 | |
| Karooooo Ord Shs (KARO) | 0.2 | $3.0M | 100k | 29.52 |
