Gobi Capital as of Dec. 31, 2021
Portfolio Holdings for Gobi Capital
Gobi Capital holds 12 positions in its portfolio as reported in the December 2021 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Alphabet Cap Stk Cl C (GOOG) | 19.4 | $381M | 132k | 2893.59 | |
| Meta Platforms Cl A (META) | 18.3 | $361M | 1.1M | 336.35 | |
| Credit Acceptance (CACC) | 17.4 | $343M | 499k | 687.68 | |
| Netflix (NFLX) | 12.6 | $248M | 412k | 602.44 | |
| Cdw (CDW) | 7.2 | $142M | 694k | 204.78 | |
| Copart (CPRT) | 7.2 | $142M | 933k | 151.62 | |
| Heico Corp Cl A (HEI.A) | 6.1 | $119M | 926k | 128.52 | |
| Karooooo Ord Shs (KARO) | 4.5 | $89M | 2.2M | 40.78 | |
| Sea Sponsord Ads (SE) | 4.0 | $79M | 353k | 223.71 | |
| Atlassian Corp Cl A | 2.0 | $39M | 103k | 381.29 | |
| Gobi Acquisition Corp Class A Ord Shs | 1.0 | $19M | 2.0M | 9.66 | |
| Grab Holdings Class A Ord (GRAB) | 0.2 | $3.6M | 500k | 7.13 |
