Filed: 8/14/2026ACC: 0001420506-26-001750
📋 What this filing means
GOBI CAPITAL LLC filed this quarterly 13F‑HR report disclosing 13 equity positions with a total reported market value of $2.13B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
13
Positions
$2.13B
Total AUM (reported)
10.03M
Total Shares
Allocation by class
COM$1.13B53.1%
CL A$554.60M26.0%
CAP STK CL C$305.37M14.3%
ORD SHS$112.92M5.3%
COM CL A$27.06M1.3%
Portfolio Concentration
Top 3$929.30M43.6%
4–10$1.04B48.6%
11–25$166.49M7.8%
Top 3 weight
43.6%
Top 10 weight
92.2%
Voting Authority Distribution
Total shares with voting rights: 10.03M
Sole
Full voting authority
10.03M
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)
Sole13
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings13
Rows:
META PLATFORMS INC
SOLEShares702.91K
TypeSH
Market value$395.94M
18.58%
Sole
702.91K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares864.26K
TypeSH
Market value$305.37M
14.33%
Sole
864.26K
Shared
0.00
None
0.00
CREDIT ACCEP CORP MICH
SOLEShares358.07K
TypeSH
Market value$228.00M
10.70%
Sole
358.07K
Shared
0.00
None
0.00
HCA HEALTHCARE INC
SOLEShares502.05K
TypeSH
Market value$195.74M
9.18%
Sole
502.05K
Shared
0.00
None
0.00
UNITEDHEALTH GROUP INC
SOLEShares386.37K
TypeSH
Market value$160.59M
7.53%
Sole
386.37K
Shared
0.00
None
0.00
HEICO CORP NEW
SOLEShares615.18K
TypeSH
Market value$158.66M
7.44%
Sole
615.18K
Shared
0.00
None
0.00
NETFLIX INC.
SOLEShares2.08M
TypeSH
Market value$148.81M
6.98%
Sole
2.08M
Shared
0.00
None
0.00
MSCI INC
SOLEShares258.21K
TypeSH
Market value$144.61M
6.78%
Sole
258.21K
Shared
0.00
None
0.00
BROWN & BROWN INC
SOLEShares1.78M
TypeSH
Market value$114.19M
5.36%
Sole
1.78M
Shared
0.00
None
0.00
KAROOOOO LTD
SOLEShares2.29M
TypeSH
Market value$112.92M
5.30%
Sole
2.29M
Shared
0.00
None
0.00
MICRON TECHNOLOGY INC
SOLEShares74.30K
TypeSH
Market value$85.76M
4.02%
Sole
74.30K
Shared
0.00
None
0.00
SANDISK CORP
SOLEShares23.60K
TypeSH
Market value$53.66M
2.52%
Sole
23.60K
Shared
0.00
None
0.00
BLOOM ENERGY CORP
SOLEShares89.40K
TypeSH
Market value$27.06M
1.27%
Sole
89.40K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
META PLATFORMS INCSOLE | CL A | 702.91K | SH | $395.94M 18.58% | 702.91K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 864.26K | SH | $305.37M 14.33% | 864.26K | 0.00 | 0.00 |
CREDIT ACCEP CORP MICHSOLE | COM | 358.07K | SH | $228.00M 10.70% | 358.07K | 0.00 | 0.00 |
HCA HEALTHCARE INCSOLE | COM | 502.05K | SH | $195.74M 9.18% | 502.05K | 0.00 | 0.00 |
UNITEDHEALTH GROUP INCSOLE | COM | 386.37K | SH | $160.59M 7.53% | 386.37K | 0.00 | 0.00 |
HEICO CORP NEWSOLE | CL A | 615.18K | SH | $158.66M 7.44% | 615.18K | 0.00 | 0.00 |
NETFLIX INC.SOLE | COM | 2.08M | SH | $148.81M 6.98% | 2.08M | 0.00 | 0.00 |
MSCI INCSOLE | COM | 258.21K | SH | $144.61M 6.78% | 258.21K | 0.00 | 0.00 |
BROWN & BROWN INCSOLE | COM | 1.78M | SH | $114.19M 5.36% | 1.78M | 0.00 | 0.00 |
KAROOOOO LTDSOLE | ORD SHS | 2.29M | SH | $112.92M 5.30% | 2.29M | 0.00 | 0.00 |
MICRON TECHNOLOGY INCSOLE | COM | 74.30K | SH | $85.76M 4.02% | 74.30K | 0.00 | 0.00 |
SANDISK CORPSOLE | COM | 23.60K | SH | $53.66M 2.52% | 23.60K | 0.00 | 0.00 |
BLOOM ENERGY CORPSOLE | COM CL A | 89.40K | SH | $27.06M 1.27% | 89.40K | 0.00 | 0.00 |