Filed: 11/14/2025ACC: 0001420506-25-003294
📋 What this filing means
GOBI CAPITAL LLC filed this quarterly 13F‑HR report disclosing 12 equity positions with a total reported market value of $2.06B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
12
Positions
$2.06B
Total AUM (reported)
9.52M
Total Shares
Allocation by class
COM$1.00B48.6%
CL A$681.43M33.1%
CAP STK CL C$250.21M12.2%
ORD SHS$125.70M6.1%
Portfolio Concentration
Top 3$946.97M46.0%
4–10$1.00B48.7%
11–25$108.88M5.3%
Top 3 weight
46.0%
Top 10 weight
94.7%
Voting Authority Distribution
Total shares with voting rights: 9.52M
Sole
Full voting authority
9.52M
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$515.59M
25.05%
Sole
702.08K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares1.03M
TypeSH
Market value$250.21M
12.16%
Sole
1.03M
Shared
0.00
None
0.00
HCA HEALTHCARE INC
SOLEShares425.07K
TypeSH
Market value$181.16M
8.80%
Sole
425.07K
Shared
0.00
None
0.00
CREDIT ACCEP CORP MICH
SOLEShares360.23K
TypeSH
Market value$168.20M
8.17%
Sole
360.23K
Shared
0.00
None
0.00
HEICO CORP NEW
SOLEShares652.68K
TypeSH
Market value$165.84M
8.06%
Sole
652.68K
Shared
0.00
None
0.00
NETFLIX INC
SOLEShares128.23K
TypeSH
Market value$153.73M
7.47%
Sole
128.23K
Shared
0.00
None
0.00
MSCI INC
SOLEShares256.61K
TypeSH
Market value$145.60M
7.07%
Sole
256.61K
Shared
0.00
None
0.00
UNITEDHEALTH GROUP INC
SOLEShares407.47K
TypeSH
Market value$140.70M
6.84%
Sole
407.47K
Shared
0.00
None
0.00
KAROOOOO LTD
SOLEShares2.20M
TypeSH
Market value$125.70M
6.11%
Sole
2.20M
Shared
0.00
None
0.00
BROWN & BROWN INC
SOLEShares1.10M
TypeSH
Market value$102.81M
4.99%
Sole
1.10M
Shared
0.00
None
0.00
COPART INC
SOLEShares1.98M
TypeSH
Market value$89.13M
4.33%
Sole
1.98M
Shared
0.00
None
0.00
EPLUS INC
SOLEShares278.07K
TypeSH
Market value$19.75M
0.96%
Sole
278.07K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
META PLATFORMS INCSOLE | CL A | 702.08K | SH | $515.59M 25.05% | 702.08K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 1.03M | SH | $250.21M 12.16% | 1.03M | 0.00 | 0.00 |
HCA HEALTHCARE INCSOLE | COM | 425.07K | SH | $181.16M 8.80% | 425.07K | 0.00 | 0.00 |
CREDIT ACCEP CORP MICHSOLE | COM | 360.23K | SH | $168.20M 8.17% | 360.23K | 0.00 | 0.00 |
HEICO CORP NEWSOLE | CL A | 652.68K | SH | $165.84M 8.06% | 652.68K | 0.00 | 0.00 |
NETFLIX INCSOLE | COM | 128.23K | SH | $153.73M 7.47% | 128.23K | 0.00 | 0.00 |
MSCI INCSOLE | COM | 256.61K | SH | $145.60M 7.07% | 256.61K | 0.00 | 0.00 |
UNITEDHEALTH GROUP INCSOLE | COM | 407.47K | SH | $140.70M 6.84% | 407.47K | 0.00 | 0.00 |
KAROOOOO LTDSOLE | ORD SHS | 2.20M | SH | $125.70M 6.11% | 2.20M | 0.00 | 0.00 |
BROWN & BROWN INCSOLE | COM | 1.10M | SH | $102.81M 4.99% | 1.10M | 0.00 | 0.00 |
COPART INCSOLE | COM | 1.98M | SH | $89.13M 4.33% | 1.98M | 0.00 | 0.00 |
EPLUS INCSOLE | COM | 278.07K | SH | $19.75M 0.96% | 278.07K | 0.00 | 0.00 |