Gobi Capital as of March 31, 2025
Portfolio Holdings for Gobi Capital
Gobi Capital holds 11 positions in its portfolio as reported in the March 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Meta Platforms Cl A (META) | 23.5 | $413M | 717k | 576.36 | |
| Credit Acceptance (CACC) | 11.8 | $206M | 400k | 516.35 | |
| Alphabet Cap Stk Cl C (GOOG) | 11.3 | $199M | 1.3M | 156.23 | |
| Copart (CPRT) | 9.2 | $161M | 2.8M | 56.59 | |
| Hca Holdings (HCA) | 8.0 | $140M | 406k | 345.55 | |
| Heico Corp Cl A (HEI.A) | 7.9 | $139M | 660k | 210.97 | |
| Brown & Brown (BRO) | 7.6 | $133M | 1.1M | 124.40 | |
| Msci (MSCI) | 6.6 | $115M | 204k | 565.50 | |
| Netflix (NFLX) | 6.2 | $108M | 116k | 932.53 | |
| Karooooo Ord Shs (KARO) | 5.3 | $94M | 2.2M | 42.54 | |
| ePlus (PLUS) | 2.7 | $48M | 784k | 61.03 |
