Gobi Capital as of March 31, 2023
Portfolio Holdings for Gobi Capital
Gobi Capital holds 10 positions in its portfolio as reported in the March 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Meta Platforms Cl A (META) | 18.4 | $257M | 1.2M | 211.94 | |
| Credit Acceptance (CACC) | 16.7 | $233M | 535k | 436.04 | |
| Alphabet Cap Stk Cl C (GOOG) | 13.6 | $190M | 1.8M | 104.00 | |
| Netflix (NFLX) | 12.3 | $172M | 497k | 345.48 | |
| Cdw (CDW) | 11.6 | $163M | 835k | 194.89 | |
| Copart (CPRT) | 9.5 | $133M | 1.8M | 75.21 | |
| Hca Holdings (HCA) | 6.9 | $96M | 366k | 263.68 | |
| Heico Corp Cl A (HEI.A) | 5.1 | $71M | 525k | 135.90 | |
| Karooooo Ord Shs (KARO) | 3.7 | $51M | 2.2M | 23.20 | |
| First Ctzns Bancshares Inc N Cl A (FCNCA) | 2.3 | $32M | 33k | 973.10 |
