Gobi Capital as of March 31, 2022
Portfolio Holdings for Gobi Capital
Gobi Capital holds 11 positions in its portfolio as reported in the March 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Meta Platforms Cl A (META) | 22.0 | $368M | 1.7M | 222.36 | |
| Alphabet Cap Stk Cl C (GOOG) | 17.1 | $286M | 102k | 2792.99 | |
| Credit Acceptance (CACC) | 16.5 | $277M | 502k | 550.37 | |
| Netflix (NFLX) | 10.2 | $170M | 454k | 374.59 | |
| Cdw (CDW) | 7.8 | $131M | 733k | 178.89 | |
| Copart (CPRT) | 7.5 | $125M | 999k | 125.47 | |
| Heico Corp Cl A (HEI.A) | 6.8 | $115M | 904k | 126.83 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 4.5 | $76M | 215k | 352.91 | |
| Karooooo Ord Shs (KARO) | 3.9 | $65M | 2.2M | 29.65 | |
| Sea Sponsord Ads (SE) | 2.5 | $42M | 353k | 119.79 | |
| Gobi Acquisition Corp Class A Ord Shs | 1.2 | $20M | 2.0M | 9.72 |
