Filed: 5/15/2025ACC: 0001420506-25-001215
📋 What this filing means
GOBI CAPITAL LLC filed this quarterly 13F‑HR report disclosing 11 equity positions with a total reported market value of $1.76B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
11
Positions
$1.76B
Total AUM (reported)
10.67M
Total Shares
Allocation by class
COM$911.13M51.9%
CL A$552.16M31.4%
CAP STK CL C$198.97M11.3%
ORD SHS$93.62M5.3%
Portfolio Concentration
Top 3$818.35M46.6%
4–10$889.71M50.7%
11–25$47.82M2.7%
Top 3 weight
46.6%
Top 10 weight
97.3%
Voting Authority Distribution
Total shares with voting rights: 10.67M
Sole
Full voting authority
10.67M
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)
Sole11
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings11
Rows:
META PLATFORMS INC
SOLEShares716.58K
TypeSH
Market value$413.01M
23.52%
Sole
716.58K
Shared
0.00
None
0.00
CREDIT ACCEP CORP MICH
SOLEShares399.67K
TypeSH
Market value$206.37M
11.75%
Sole
399.67K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares1.27M
TypeSH
Market value$198.97M
11.33%
Sole
1.27M
Shared
0.00
None
0.00
COPART INC
SOLEShares2.85M
TypeSH
Market value$161.07M
9.17%
Sole
2.85M
Shared
0.00
None
0.00
HCA HEALTHCARE INC
SOLEShares405.59K
TypeSH
Market value$140.15M
7.98%
Sole
405.59K
Shared
0.00
None
0.00
HEICO CORP NEW
SOLEShares659.58K
TypeSH
Market value$139.15M
7.92%
Sole
659.58K
Shared
0.00
None
0.00
BROWN & BROWN INC
SOLEShares1.07M
TypeSH
Market value$132.60M
7.55%
Sole
1.07M
Shared
0.00
None
0.00
MSCI INC
SOLEShares203.51K
TypeSH
Market value$115.09M
6.55%
Sole
203.51K
Shared
0.00
None
0.00
NETFLIX INC
SOLEShares115.85K
TypeSH
Market value$108.03M
6.15%
Sole
115.85K
Shared
0.00
None
0.00
KAROOOOO LTD
SOLEShares2.20M
TypeSH
Market value$93.62M
5.33%
Sole
2.20M
Shared
0.00
None
0.00
EPLUS INC
SOLEShares783.51K
TypeSH
Market value$47.82M
2.72%
Sole
783.51K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
META PLATFORMS INCSOLE | CL A | 716.58K | SH | $413.01M 23.52% | 716.58K | 0.00 | 0.00 |
CREDIT ACCEP CORP MICHSOLE | COM | 399.67K | SH | $206.37M 11.75% | 399.67K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 1.27M | SH | $198.97M 11.33% | 1.27M | 0.00 | 0.00 |
COPART INCSOLE | COM | 2.85M | SH | $161.07M 9.17% | 2.85M | 0.00 | 0.00 |
HCA HEALTHCARE INCSOLE | COM | 405.59K | SH | $140.15M 7.98% | 405.59K | 0.00 | 0.00 |
HEICO CORP NEWSOLE | CL A | 659.58K | SH | $139.15M 7.92% | 659.58K | 0.00 | 0.00 |
BROWN & BROWN INCSOLE | COM | 1.07M | SH | $132.60M 7.55% | 1.07M | 0.00 | 0.00 |
MSCI INCSOLE | COM | 203.51K | SH | $115.09M 6.55% | 203.51K | 0.00 | 0.00 |
NETFLIX INCSOLE | COM | 115.85K | SH | $108.03M 6.15% | 115.85K | 0.00 | 0.00 |
KAROOOOO LTDSOLE | ORD SHS | 2.20M | SH | $93.62M 5.33% | 2.20M | 0.00 | 0.00 |
EPLUS INCSOLE | COM | 783.51K | SH | $47.82M 2.72% | 783.51K | 0.00 | 0.00 |