Gobi Capital as of Sept. 30, 2024
Portfolio Holdings for Gobi Capital
Gobi Capital holds 10 positions in its portfolio as reported in the September 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Meta Platforms Cl A (META) | 24.4 | $426M | 744k | 572.44 | |
| Alphabet Cap Stk Cl C (GOOG) | 13.0 | $226M | 1.4M | 167.19 | |
| Copart (CPRT) | 10.0 | $175M | 3.3M | 52.40 | |
| Netflix (NFLX) | 9.8 | $171M | 241k | 709.27 | |
| Credit Acceptance (CACC) | 9.8 | $170M | 383k | 443.42 | |
| Hca Holdings (HCA) | 7.8 | $136M | 335k | 406.43 | |
| Heico Corp Cl A (HEI.A) | 7.7 | $134M | 658k | 203.76 | |
| ePlus (PLUS) | 6.6 | $115M | 1.2M | 98.34 | |
| Brown & Brown (BRO) | 5.9 | $102M | 988k | 103.60 | |
| Karooooo Ord Shs (KARO) | 5.0 | $87M | 2.2M | 39.63 |
