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 |