Stock Taper 
GOBI CAPITAL LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Netflix, Inc. | NFLX | 2.08M | $148.81M |
 Brown & Brown, Inc. | BRO | 1.78M | $114.19M |
 Alphabet Inc. | GOOG | 864.26K | $305.37M |
 Meta Platforms, Inc. | META | 702.91K | $395.94M |
 HEICO Corporation | HEI-A | 615.18K | $158.66M |
 HCA Healthcare, Inc. | HCA | 502.05K | $195.74M |
 UnitedHealth Group Incorporated | UNH | 386.37K | $160.59M |
 Credit Acceptance Corporation | CACC | 358.07K | $228M |
 MSCI Inc. | MSCI | 258.21K | $144.61M |