Universe · entity
GOBI CAPITAL LLC
Institutional manager (13F) · CIK 1698060
13F holdings · as of 2026-03-31 · top 10 · reported portfolio $1.7B
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | META PLATFORMS INC | $402M | 702,079 |
| 2 | ALPHABET INC | $248M | 864,256 |
| 3 | NETFLIX INC. | $199M | 2,071,309 |
| 4 | CREDIT ACCEP CORP MICH | $152M | 358,067 |
| 5 | MSCI INC | $138M | 256,611 |
| 6 | HEICO CORP NEW | $129M | 611,483 |
| 7 | HCA HEALTHCARE INC | $124M | 262,245 |
| 8 | KAROOOOO LTD | $110M | 2,200,668 |
| 9 | BROWN & BROWN INC | $106M | 1,621,046 |
| 10 | UNITEDHEALTH GROUP INC | $105M | 386,368 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.