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CIK 0001698060 • 6 13F filings • May 15, 2025 – Aug 14, 2026
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=jivedata("gobi-capital-llc","13f")Uses this filer's slug. Install the Jive Data add-on first; the second argument is "13f".
Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ALPHABET INC | CAP STK CL C | $199.0M | 11.3% | 1,273,590 SH | |
| BROWN & BROWN INC | COM | $132.6M | 7.6% | 1,065,937 SH | |
| COPART INC | COM | $161.1M | 9.2% | 2,846,221 SH | |
| CREDIT ACCEP CORP MICH | COM | $206.4M | 11.8% | 399,668 SH | |
| EPLUS INC | COM | $47.8M | 2.7% | 783,515 SH | |
| HCA HEALTHCARE INC | COM | $140.2M | 8.0% | 405,587 SH | |
| HEICO CORP NEW | CL A | $139.2M | 7.9% | 659,583 SH | |
| KAROOOOO LTD | ORD SHS | $93.6M | 5.3% | 2,200,668 SH | |
| META PLATFORMS INC | CL A | $413.0M | 23.5% | 716,579 SH | |
| MSCI INC | COM | $115.1M | 6.6% | 203,515 SH | |
| NETFLIX INC | COM | $108.0M | 6.2% | 115,850 SH |
| 13F-HR |
| 0001420506-26-001750 |
| $2.13B |
| View |
| Aug 14, 2025 | Q2 2025 | 13F-HR | 0001420506-25-002072 | $2.02B | View |
| May 15, 2026 | Q1 2026 | 13F-HR | 0001420506-26-001113 | $1.80B | View |
| May 15, 2025 | Q1 2025 | 13F-HR | 0001420506-25-001215 | $1.76B | View |