Gobi Capital as of June 30, 2022
Portfolio Holdings for Gobi Capital
Gobi Capital holds 10 positions in its portfolio as reported in the June 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Meta Platforms Cl A (META) | 22.4 | $270M | 1.7M | 161.25 | |
| Credit Acceptance (CACC) | 19.5 | $234M | 495k | 473.41 | |
| Alphabet Cap Stk Cl C (GOOG) | 18.7 | $225M | 103k | 2187.45 | |
| Netflix (NFLX) | 11.1 | $134M | 766k | 174.87 | |
| Cdw (CDW) | 9.7 | $117M | 741k | 157.56 | |
| Copart (CPRT) | 9.5 | $114M | 1.0M | 108.66 | |
| Karooooo Ord Shs (KARO) | 3.9 | $47M | 2.2M | 21.50 | |
| Heico Corp Cl A (HEI.A) | 2.9 | $35M | 335k | 105.38 | |
| Gobi Acquisition Corp Class A Ord Shs | 1.6 | $20M | 2.0M | 9.91 | |
| Sea Sponsord Ads (SE) | 0.6 | $7.8M | 116k | 66.86 |
