Filed: 2/14/2025ACC: 0001420506-25-000581
📋 What this filing means
GOBI CAPITAL LLC filed this quarterly 13F‑HR report disclosing 10 equity positions with a total reported market value of $1.70B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
10
Positions
$1.70B
Total AUM (reported)
11.09M
Total Shares
Allocation by class
COM$796.03M46.7%
CL A$553.41M32.5%
CAP STK CL C$255.16M15.0%
ORD SHS$99.36M5.8%
Portfolio Concentration
Top 3$877.76M51.5%
4–10$826.21M48.5%
Top 3 weight
51.5%
Top 10 weight
100.0%
Voting Authority Distribution
Total shares with voting rights: 11.09M
Sole
Full voting authority
11.09M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole10
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings10
Rows:
META PLATFORMS INC
SOLEShares738.48K
TypeSH
Market value$432.39M
25.38%
Sole
738.48K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares1.34M
TypeSH
Market value$255.16M
14.97%
Sole
1.34M
Shared
0.00
None
0.00
CREDIT ACCEP CORP MICH
SOLEShares405.17K
TypeSH
Market value$190.21M
11.16%
Sole
405.17K
Shared
0.00
None
0.00
COPART INC
SOLEShares3.22M
TypeSH
Market value$185.03M
10.86%
Sole
3.22M
Shared
0.00
None
0.00
NETFLIX INC
SOLEShares146.84K
TypeSH
Market value$130.88M
7.68%
Sole
146.84K
Shared
0.00
None
0.00
HEICO CORP NEW
SOLEShares650.38K
TypeSH
Market value$121.02M
7.10%
Sole
650.38K
Shared
0.00
None
0.00
HCA HEALTHCARE INC
SOLEShares369.49K
TypeSH
Market value$110.90M
6.51%
Sole
369.49K
Shared
0.00
None
0.00
BROWN & BROWN INC
SOLEShares1.08M
TypeSH
Market value$109.86M
6.45%
Sole
1.08M
Shared
0.00
None
0.00
KAROOOOO LTD
SOLEShares2.20M
TypeSH
Market value$99.36M
5.83%
Sole
2.20M
Shared
0.00
None
0.00
EPLUS INC
SOLEShares936.12K
TypeSH
Market value$69.16M
4.06%
Sole
936.12K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
META PLATFORMS INCSOLE | CL A | 738.48K | SH | $432.39M 25.38% | 738.48K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 1.34M | SH | $255.16M 14.97% | 1.34M | 0.00 | 0.00 |
CREDIT ACCEP CORP MICHSOLE | COM | 405.17K | SH | $190.21M 11.16% | 405.17K | 0.00 | 0.00 |
COPART INCSOLE | COM | 3.22M | SH | $185.03M 10.86% | 3.22M | 0.00 | 0.00 |
NETFLIX INCSOLE | COM | 146.84K | SH | $130.88M 7.68% | 146.84K | 0.00 | 0.00 |
HEICO CORP NEWSOLE | CL A | 650.38K | SH | $121.02M 7.10% | 650.38K | 0.00 | 0.00 |
HCA HEALTHCARE INCSOLE | COM | 369.49K | SH | $110.90M 6.51% | 369.49K | 0.00 | 0.00 |
BROWN & BROWN INCSOLE | COM | 1.08M | SH | $109.86M 6.45% | 1.08M | 0.00 | 0.00 |
KAROOOOO LTDSOLE | ORD SHS | 2.20M | SH | $99.36M 5.83% | 2.20M | 0.00 | 0.00 |
EPLUS INCSOLE | COM | 936.12K | SH | $69.16M 4.06% | 936.12K | 0.00 | 0.00 |