Filed: 8/14/2025ACC: 0001420506-25-002072
📋 What this filing means
GOBI CAPITAL LLC filed this quarterly 13F‑HR report disclosing 12 equity positions with a total reported market value of $2.02B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
12
Positions
$2.02B
Total AUM (reported)
9.78M
Total Shares
Allocation by class
COM$1.05B52.0%
CL A$687.08M34.0%
CAP STK CL C$174.92M8.7%
ORD SHS$107.79M5.3%
Portfolio Concentration
Top 3$902.96M44.7%
4–10$972.00M48.1%
11–25$146.62M7.3%
Top 3 weight
44.7%
Top 10 weight
92.7%
Voting Authority Distribution
Total shares with voting rights: 9.78M
Sole
Full voting authority
9.78M
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)
Sole12
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings12
Rows:
META PLATFORMS INC
SOLEShares702.08K
TypeSH
Market value$518.20M
25.63%
Sole
702.08K
Shared
0.00
None
0.00
CREDIT ACCEP CORP MICH
SOLEShares394.22K
TypeSH
Market value$200.83M
9.93%
Sole
394.22K
Shared
0.00
None
0.00
NETFLIX INC
SOLEShares137.35K
TypeSH
Market value$183.93M
9.10%
Sole
137.35K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares986.06K
TypeSH
Market value$174.92M
8.65%
Sole
986.06K
Shared
0.00
None
0.00
HEICO CORP NEW
SOLEShares652.68K
TypeSH
Market value$168.88M
8.35%
Sole
652.68K
Shared
0.00
None
0.00
HCA HEALTHCARE INC
SOLEShares399.02K
TypeSH
Market value$152.86M
7.56%
Sole
399.02K
Shared
0.00
None
0.00
MSCI INC
SOLEShares256.61K
TypeSH
Market value$148.00M
7.32%
Sole
256.61K
Shared
0.00
None
0.00
BROWN & BROWN INC
SOLEShares1.06M
TypeSH
Market value$117.16M
5.80%
Sole
1.06M
Shared
0.00
None
0.00
KAROOOOO LTD
SOLEShares2.20M
TypeSH
Market value$107.79M
5.33%
Sole
2.20M
Shared
0.00
None
0.00
UNITEDHEALTH GROUP INC
SOLEShares328.20K
TypeSH
Market value$102.39M
5.06%
Sole
328.20K
Shared
0.00
None
0.00
COPART INC
SOLEShares1.98M
TypeSH
Market value$97.26M
4.81%
Sole
1.98M
Shared
0.00
None
0.00
EPLUS INC
SOLEShares684.55K
TypeSH
Market value$49.36M
2.44%
Sole
684.55K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
META PLATFORMS INCSOLE | CL A | 702.08K | SH | $518.20M 25.63% | 702.08K | 0.00 | 0.00 |
CREDIT ACCEP CORP MICHSOLE | COM | 394.22K | SH | $200.83M 9.93% | 394.22K | 0.00 | 0.00 |
NETFLIX INCSOLE | COM | 137.35K | SH | $183.93M 9.10% | 137.35K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 986.06K | SH | $174.92M 8.65% | 986.06K | 0.00 | 0.00 |
HEICO CORP NEWSOLE | CL A | 652.68K | SH | $168.88M 8.35% | 652.68K | 0.00 | 0.00 |
HCA HEALTHCARE INCSOLE | COM | 399.02K | SH | $152.86M 7.56% | 399.02K | 0.00 | 0.00 |
MSCI INCSOLE | COM | 256.61K | SH | $148.00M 7.32% | 256.61K | 0.00 | 0.00 |
BROWN & BROWN INCSOLE | COM | 1.06M | SH | $117.16M 5.80% | 1.06M | 0.00 | 0.00 |
KAROOOOO LTDSOLE | ORD SHS | 2.20M | SH | $107.79M 5.33% | 2.20M | 0.00 | 0.00 |
UNITEDHEALTH GROUP INCSOLE | COM | 328.20K | SH | $102.39M 5.06% | 328.20K | 0.00 | 0.00 |
COPART INCSOLE | COM | 1.98M | SH | $97.26M 4.81% | 1.98M | 0.00 | 0.00 |
EPLUS INCSOLE | COM | 684.55K | SH | $49.36M 2.44% | 684.55K | 0.00 | 0.00 |