Gobi Capital as of Dec. 31, 2024
Portfolio Holdings for Gobi Capital
Gobi Capital holds 10 positions in its portfolio as reported in the December 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Meta Platforms Cl A (META) | 25.4 | $432M | 739k | 585.51 | |
| Alphabet Cap Stk Cl C (GOOG) | 15.0 | $255M | 1.3M | 190.44 | |
| Credit Acceptance (CACC) | 11.2 | $190M | 405k | 469.46 | |
| Copart (CPRT) | 10.9 | $185M | 3.2M | 57.39 | |
| Netflix (NFLX) | 7.7 | $131M | 147k | 891.32 | |
| Heico Corp Cl A (HEI.A) | 7.1 | $121M | 650k | 186.08 | |
| Hca Holdings (HCA) | 6.5 | $111M | 370k | 300.15 | |
| Brown & Brown (BRO) | 6.4 | $110M | 1.1M | 102.02 | |
| Karooooo Ord Shs (KARO) | 5.8 | $99M | 2.2M | 45.15 | |
| ePlus (PLUS) | 4.1 | $69M | 936k | 73.88 |
