Gobi Capital as of June 30, 2023
Portfolio Holdings for Gobi Capital
Gobi Capital holds 10 positions in its portfolio as reported in the June 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Meta Platforms Cl A (META) | 21.0 | $324M | 1.1M | 286.98 | |
| Credit Acceptance (CACC) | 15.6 | $241M | 475k | 507.93 | |
| Alphabet Cap Stk Cl C (GOOG) | 13.0 | $200M | 1.7M | 120.97 | |
| Cdw (CDW) | 10.5 | $162M | 883k | 183.50 | |
| Copart (CPRT) | 10.4 | $161M | 1.8M | 91.21 | |
| Netflix (NFLX) | 9.1 | $141M | 320k | 440.49 | |
| Hca Holdings (HCA) | 7.2 | $111M | 366k | 303.48 | |
| First Ctzns Bancshares Inc N Cl A (FCNCA) | 5.1 | $79M | 62k | 1283.45 | |
| Heico Corp Cl A (HEI.A) | 4.8 | $74M | 525k | 140.60 | |
| Karooooo Ord Shs (KARO) | 3.3 | $52M | 2.2M | 23.40 |
