Gobi Capital as of Sept. 30, 2025
Portfolio Holdings for Gobi Capital
Gobi Capital holds 12 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Meta Platforms Cl A (META) | 25.0 | $516M | 702k | 734.38 | |
| Alphabet Cap Stk Cl C (GOOG) | 12.2 | $250M | 1.0M | 243.55 | |
| Hca Holdings (HCA) | 8.8 | $181M | 425k | 426.20 | |
| Credit Acceptance (CACC) | 8.2 | $168M | 360k | 466.93 | |
| Heico Corp Cl A (HEI.A) | 8.1 | $166M | 653k | 254.09 | |
| Netflix (NFLX) | 7.5 | $154M | 128k | 1198.92 | |
| Msci (MSCI) | 7.1 | $146M | 257k | 567.41 | |
| UnitedHealth (UNH) | 6.8 | $141M | 408k | 345.30 | |
| Karooooo Ord Shs (KARO) | 6.1 | $126M | 2.2M | 57.12 | |
| Brown & Brown (BRO) | 5.0 | $103M | 1.1M | 93.79 | |
| Copart (CPRT) | 4.3 | $89M | 2.0M | 44.97 | |
| ePlus (PLUS) | 1.0 | $20M | 278k | 71.01 |
