GOBI CAPITAL LLC
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | KARO | 2.20M | $109.68M |
 | NFLX | 2.07M | $199.16M |
 | BRO | 1.62M | $105.71M |
 | GOOG | 864K | $247.92M |
 | META | 702K | $401.68M |
 | HEI-A | 611K | $129.08M |
 | UNH | 386K | $104.55M |
 | CACC | 358K | $151.63M |
 | HCA | 262K | $124.10M |
 | MSCI | 257K | $138.32M |
Karooooo Ltd.
KARO
Shares Held
2.20M
Value
$109.68M
Netflix, Inc.
NFLX
Shares Held
2.07M
Value
$199.16M
Brown & Brown, Inc.
BRO
Shares Held
1.62M
Value
$105.71M
Alphabet Inc.
GOOG
Shares Held
864K
Value
$247.92M
Meta Platforms, Inc.
META
Shares Held
702K
Value
$401.68M
HEICO Corporation
HEI-A
Shares Held
611K
Value
$129.08M
UnitedHealth Group Incorporated
UNH
Shares Held
386K
Value
$104.55M
Credit Acceptance Corporation
CACC
Shares Held
358K
Value
$151.63M
HCA Healthcare, Inc.
HCA
Shares Held
262K
Value
$124.10M
MSCI Inc.
MSCI
Shares Held
257K
Value
$138.32M