Gobi Capital
$1.7B Assets Reported
12 Holdings
Latest filing 2026-03-31
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| META | META PLATFORMS INC | 702,079 | $402M | 23.5% |
| GOOG | ALPHABET INC | 864,256 | $248M | 14.5% |
| NFLX | NETFLIX INC. | 2,071,309 | $199M | 11.6% |
| CACC | CREDIT ACCEP CORP MICH | 358,067 | $152M | 8.9% |
| MSCI | MSCI INC | 256,611 | $138M | 8.1% |
| HEIA | HEICO CORP NEW | 611,483 | $129M | 7.5% |
| HCA | HCA HEALTHCARE INC | 262,245 | $124M | 7.2% |
| KARO | KAROOOOO LTD | 2,200,668 | $110M | 6.4% |
| BRO | BROWN & BROWN INC | 1,621,046 | $106M | 6.2% |
| UNH | UNITEDHEALTH GROUP INC | 386,368 | $105M | 6.1% |
Track Gobi Capital's 13F portfolio: $1.7B in reported holdings, 12 positions. Top holdings, AUM, and quarterly changes on SentiSense.