GOBI CAPITAL LLC
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | KARO | 2.20M | $100.13M |
 | CPRT | 1.58M | $61.75M |
 | NFLX | 1.56M | $146.71M |
 | BRO | 1.43M | $113.87M |
 | GOOG | 1.03M | $322.38M |
 | META | 702K | $463.44M |
 | HEI-A | 653K | $164.76M |
 | UNH | 407K | $134.51M |
 | HCA | 404K | $188.64M |
 | CACC | 358K | $158.79M |
 | MSCI | 257K | $147.23M |
 | JACK | 77K | $1.47M |
Karooooo Ltd.
KARO
Shares Held
2.20M
Value
$100.13M
Copart, Inc.
CPRT
Shares Held
1.58M
Value
$61.75M
Netflix, Inc.
NFLX
Shares Held
1.56M
Value
$146.71M
Brown & Brown, Inc.
BRO
Shares Held
1.43M
Value
$113.87M
Alphabet Inc.
GOOG
Shares Held
1.03M
Value
$322.38M
Meta Platforms, Inc.
META
Shares Held
702K
Value
$463.44M
HEICO Corporation
HEI-A
Shares Held
653K
Value
$164.76M
UnitedHealth Group Incorporated
UNH
Shares Held
407K
Value
$134.51M
HCA Healthcare, Inc.
HCA
Shares Held
404K
Value
$188.64M
Credit Acceptance Corporation
CACC
Shares Held
358K
Value
$158.79M
MSCI Inc.
MSCI
Shares Held
257K
Value
$147.23M
Jack in the Box Inc.
JACK
Shares Held
77K
Value
$1.47M