GOBI CAPITAL LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | KARO | 2.20M | $125.70M |
 | CPRT | 1.98M | $89.13M |
 | BRO | 1.10M | $102.81M |
 | GOOG | 1.03M | $250.21M |
 | META | 702K | $515.59M |
 | HEI-A | 653K | $165.84M |
 | HCA | 425K | $181.16M |
 | UNH | 407K | $140.70M |
 | CACC | 360K | $168.20M |
 | PLUS | 278K | $19.75M |
 | MSCI | 257K | $145.60M |
 | NFLX | 128K | $153.73M |
Karooooo Ltd.
KARO
Shares Held
2.20M
Value
$125.70M
Copart, Inc.
CPRT
Shares Held
1.98M
Value
$89.13M
Brown & Brown, Inc.
BRO
Shares Held
1.10M
Value
$102.81M
Alphabet Inc.
GOOG
Shares Held
1.03M
Value
$250.21M
Meta Platforms, Inc.
META
Shares Held
702K
Value
$515.59M
HEICO Corporation
HEI-A
Shares Held
653K
Value
$165.84M
HCA Healthcare, Inc.
HCA
Shares Held
425K
Value
$181.16M
UnitedHealth Group Incorporated
UNH
Shares Held
407K
Value
$140.70M
Credit Acceptance Corporation
CACC
Shares Held
360K
Value
$168.20M
ePlus inc.
PLUS
Shares Held
278K
Value
$19.75M
MSCI Inc.
MSCI
Shares Held
257K
Value
$145.60M
Netflix, Inc.
NFLX
Shares Held
128K
Value
$153.73M