Gobi Capital as of June 30, 2025
Portfolio Holdings for Gobi Capital
Gobi Capital holds 12 positions in its portfolio as reported in the June 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Meta Platforms Cl A (META) | 25.6 | $518M | 702k | 738.09 | |
| Credit Acceptance (CACC) | 9.9 | $201M | 394k | 509.43 | |
| Netflix (NFLX) | 9.1 | $184M | 137k | 1339.13 | |
| Alphabet Cap Stk Cl C (GOOG) | 8.7 | $175M | 986k | 177.39 | |
| Heico Corp Cl A (HEI.A) | 8.4 | $169M | 653k | 258.75 | |
| Hca Holdings (HCA) | 7.6 | $153M | 399k | 383.10 | |
| Msci (MSCI) | 7.3 | $148M | 257k | 576.74 | |
| Brown & Brown (BRO) | 5.8 | $117M | 1.1M | 110.87 | |
| Karooooo Ord Shs (KARO) | 5.3 | $108M | 2.2M | 48.98 | |
| UnitedHealth (UNH) | 5.1 | $102M | 328k | 311.97 | |
| Copart (CPRT) | 4.8 | $97M | 2.0M | 49.07 | |
| ePlus (PLUS) | 2.4 | $49M | 685k | 72.10 |
