GOBI CAPITAL LLC

PrivateCIK: 1698060
Location

BEVERLY HILLS, CA

11
Positions
$1.80B
Total AUM (reported)
9.59M
Total Shares

Allocation by class

TOTAL AUM$1.80B11 positions
COM$823.46M45.8%
CL A$530.76M29.5%
CAP STK CL C$247.92M13.8%
ORD SHS$109.68M6.1%
SPONSORED ADS$86.45M4.8%

Portfolio Concentration

Top 347.2%4–1048.0%11–254.8%TOP 1095.2%0%100%
Top 3$848.76M47.2%
4–10$863.06M48.0%
11–25$86.45M4.8%

Top 3 weight

47.2%

Top 10 weight

95.2%

Voting Authority Distribution

Total shares with voting rights: 9.59M

Sole

Full voting authority

9.59M

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

SOLE
CL A
Shares702.08K
TypeSH
Market value$401.68M
22.34%
Sole
702.08K
Shared
0.00
None
0.00

ALPHABET INC

SOLE
CAP STK CL C
Shares864.26K
TypeSH
Market value$247.92M
13.79%
Sole
864.26K
Shared
0.00
None
0.00

NETFLIX INC.

SOLE
COM
Shares2.07M
TypeSH
Market value$199.16M
11.07%
Sole
2.07M
Shared
0.00
None
0.00

CREDIT ACCEP CORP MICH

SOLE
COM
Shares358.07K
TypeSH
Market value$151.63M
8.43%
Sole
358.07K
Shared
0.00
None
0.00

MSCI INC

SOLE
COM
Shares256.61K
TypeSH
Market value$138.32M
7.69%
Sole
256.61K
Shared
0.00
None
0.00

HEICO CORP NEW

SOLE
CL A
Shares611.48K
TypeSH
Market value$129.08M
7.18%
Sole
611.48K
Shared
0.00
None
0.00

HCA HEALTHCARE INC

SOLE
COM
Shares262.25K
TypeSH
Market value$124.10M
6.90%
Sole
262.25K
Shared
0.00
None
0.00

KAROOOOO LTD

SOLE
ORD SHS
Shares2.20M
TypeSH
Market value$109.68M
6.10%
Sole
2.20M
Shared
0.00
None
0.00

BROWN & BROWN INC

SOLE
COM
Shares1.62M
TypeSH
Market value$105.71M
5.88%
Sole
1.62M
Shared
0.00
None
0.00

UNITEDHEALTH GROUP INC

SOLE
COM
Shares386.37K
TypeSH
Market value$104.55M
5.81%
Sole
386.37K
Shared
0.00
None
0.00

TAIWAN SEMICONDUCTOR MANUFAC

SOLE
SPONSORED ADS
Shares255.80K
TypeSH
Market value$86.45M
4.81%
Sole
255.80K
Shared
0.00
None
0.00