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GOBI CAPITAL LLC
Period ended Jun 30, 2026 · Latest filing Aug 14, 2026
These quarterly holdings are delayed and may not include all assets or short positions.
Values are from the reporting date, not current prices or purchase costs.
The same security may appear in multiple rows.
Source: SEC
Reported portfolio value
Quarter-end reported holdings; not current value or investment performance.
View reported values
- Jun 30, 2026: $2,131,303,339
More quarters will appear as history becomes available.
Top holdings
Top 10 at Jun 30, 2026. Matching entries are combined; security classes and options remain separate. Shares exclude principal amounts; option shares reflect the reported underlying amount.
View top holdings values
- META PLATFORMS INC · CL A · 30303M102 · shares: $395,941,611
- ALPHABET INC · CAP STK CL C · 02079K107 · shares: $305,367,572
- CREDIT ACCEP CORP MICH · COM · 225310101 · shares: $227,995,582
- HCA HEALTHCARE INC · COM · 40412C101 · shares: $195,742,325
- UNITEDHEALTH GROUP INC · COM · 91324P102 · shares: $160,586,132
- HEICO CORP NEW · CL A · 422806208 · shares: $158,661,848
- NETFLIX INC. · COM · 64110L106 · shares: $148,805,383
- MSCI INC · COM · 55354G100 · shares: $144,608,488
- BROWN & BROWN INC · COM · 115236101 · shares: $114,189,951
- KAROOOOO LTD · ORD SHS · Y4600W108 · shares: $112,919,292
Reported holdings
13 reported entries| Issuer | Class | CUSIP | Type | Shares / principal | Reported value (USD) |
|---|---|---|---|---|---|
| META PLATFORMS INC | CL A | 30303M102 | — | 702,909 shares | $395,941,611 |
| ALPHABET INC | CAP STK CL C | 02079K107 | — | 864,256 shares | $305,367,572 |
| CREDIT ACCEP CORP MICH | COM | 225310101 | — | 358,067 shares | $227,995,582 |
| HCA HEALTHCARE INC | COM | 40412C101 | — | 502,045 shares | $195,742,325 |
| UNITEDHEALTH GROUP INC | COM | 91324P102 | — | 386,368 shares | $160,586,132 |
| HEICO CORP NEW | CL A | 422806208 | — | 615,183 shares | $158,661,848 |
| NETFLIX INC. | COM | 64110L106 | — | 2,084,109 shares | $148,805,383 |
| MSCI INC | COM | 55354G100 | — | 258,211 shares | $144,608,488 |
| BROWN & BROWN INC | COM | 115236101 | — | 1,780,046 shares | $114,189,951 |
| KAROOOOO LTD | ORD SHS | Y4600W108 | — | 2,287,668 shares | $112,919,292 |
| MICRON TECHNOLOGY INC | COM | 595112103 | CALL | 74,300 shares | $85,763,747 |
| SANDISK CORP | COM | 80004C200 | CALL | 23,600 shares | $53,660,028 |
| BLOOM ENERGY CORP | COM CL A | 093712107 | CALL | 89,400 shares | $27,061,380 |