Gobi Capital
$2.0B 13F equity value
10 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Gobi Capital covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| META | META PLATFORMS INC | 702,909 | $396M | 20.2% |
| GOOG | ALPHABET INC | 864,256 | $305M | 15.5% |
| CACC | CREDIT ACCEP CORP MICH | 358,067 | $228M | 11.6% |
| HCA | HCA HEALTHCARE INC | 502,045 | $196M | 10.0% |
| UNH | UNITEDHEALTH GROUP INC | 386,368 | $161M | 8.2% |
| HEIA | HEICO CORP NEW | 615,183 | $159M | 8.1% |
| NFLX | NETFLIX INC. | 2,084,109 | $149M | 7.6% |
| MSCI | MSCI INC | 258,211 | $145M | 7.4% |
| BRO | BROWN & BROWN INC | 1,780,046 | $114M | 5.8% |
| KARO | KAROOOOO LTD | 2,287,668 | $113M | 5.7% |
Track Gobi Capital's 13F portfolio: $2.0B in reported holdings, 10 positions. Top holdings and quarterly changes on SentiSense.
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