Gobi Capital as of March 31, 2024
Portfolio Holdings for Gobi Capital
Gobi Capital holds 11 positions in its portfolio as reported in the March 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Meta Platforms Cl A (META) | 24.2 | $388M | 799k | 485.58 | |
| Alphabet Cap Stk Cl C (GOOG) | 12.9 | $207M | 1.4M | 152.26 | |
| Credit Acceptance (CACC) | 12.6 | $202M | 366k | 551.55 | |
| Copart (CPRT) | 12.5 | $200M | 3.4M | 57.92 | |
| Netflix (NFLX) | 9.9 | $159M | 262k | 607.33 | |
| First Ctzns Bancshares Inc N Cl A (FCNCA) | 6.2 | $100M | 61k | 1635.00 | |
| Hca Holdings (HCA) | 6.1 | $98M | 292k | 333.53 | |
| ePlus (PLUS) | 6.1 | $97M | 1.2M | 78.54 | |
| Heico Corp Cl A (HEI.A) | 5.9 | $94M | 613k | 153.94 | |
| Karooooo Ord Shs (KARO) | 3.5 | $55M | 2.2M | 25.06 | |
| Cdw (CDW) | 0.2 | $2.6M | 10k | 255.78 |
