Gobi Capital LLC: 13F holdings
CIK 16980602026Q2
| Positions | 13 |
|---|
| Reported value | $2.1bn |
|---|
| Filed | 2026-08-14 |
|---|
Change since last quarter
| Positions | 13 (+2 vs prior quarter) |
|---|
| Reported value | $2.1bn (+18.5%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| META META PLATFORMS INC | 702,909 | $395.9m | 18.6% |
| GOOG ALPHABET INC | 864,256 | $305.4m | 14.3% |
| CACC CREDIT ACCEP CORP MICH | 358,067 | $228.0m | 10.7% |
| HCA HCA HEALTHCARE INC | 502,045 | $195.7m | 9.2% |
| UNH UNITEDHEALTH GROUP INC | 386,368 | $160.6m | 7.5% |
| HEI.A HEICO CORP NEW | 615,183 | $158.7m | 7.4% |
| NFLX NETFLIX INC. | 2,084,109 | $148.8m | 7.0% |
| MSCI MSCI INC | 258,211 | $144.6m | 6.8% |
| BRO BROWN & BROWN INC | 1,780,046 | $114.2m | 5.4% |
| KAROOOOO LTD | 2,287,668 | $112.9m | 5.3% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1698060")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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