Gobi Capital as of Sept. 30, 2023
Portfolio Holdings for Gobi Capital
Gobi Capital holds 10 positions in its portfolio as reported in the September 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Meta Platforms Cl A (META) | 20.9 | $283M | 942k | 300.21 | |
| Alphabet Cap Stk Cl C (GOOG) | 14.0 | $190M | 1.4M | 131.85 | |
| Credit Acceptance (CACC) | 14.0 | $189M | 411k | 460.12 | |
| Copart (CPRT) | 11.3 | $152M | 3.5M | 43.09 | |
| Cdw (CDW) | 10.1 | $137M | 678k | 201.76 | |
| Netflix (NFLX) | 8.6 | $116M | 308k | 377.60 | |
| Hca Holdings (HCA) | 6.5 | $87M | 354k | 245.98 | |
| First Ctzns Bancshares Inc N Cl A (FCNCA) | 6.3 | $85M | 62k | 1380.10 | |
| Heico Corp Cl A (HEI.A) | 5.0 | $68M | 525k | 129.22 | |
| Karooooo Ord Shs (KARO) | 3.3 | $44M | 2.2M | 19.91 |
