Gobi Capital as of June 30, 2024
Portfolio Holdings for Gobi Capital
Gobi Capital holds 10 positions in its portfolio as reported in the June 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Meta Platforms Cl A (META) | 24.8 | $391M | 775k | 504.22 | |
| Alphabet Cap Stk Cl C (GOOG) | 15.6 | $247M | 1.3M | 183.42 | |
| Credit Acceptance (CACC) | 12.2 | $193M | 375k | 514.68 | |
| Copart (CPRT) | 11.8 | $187M | 3.5M | 54.16 | |
| Netflix (NFLX) | 9.9 | $156M | 231k | 674.88 | |
| Heico Corp Cl A (HEI.A) | 7.4 | $117M | 658k | 177.52 | |
| Hca Holdings (HCA) | 6.0 | $94M | 292k | 321.28 | |
| ePlus (PLUS) | 5.2 | $82M | 1.1M | 73.68 | |
| Karooooo Ord Shs (KARO) | 4.1 | $65M | 2.2M | 29.30 | |
| First Ctzns Bancshares Inc N Cl A (FCNCA) | 3.1 | $48M | 29k | 1683.61 |
