Gobi Capital LLC reported 13 holdings worth US$2.13B as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 14, 2026
Gobi Capital LLC reported 13 holdings worth US$2.13B as of Jun 30, 2026. Largest: Meta Platforms, Inc., Alphabet Inc (google) Class C and Credit Acceptance Corporation. Filed Aug 14, 2026 (Form 13F).
- Holdings
- 13
- Value as reported
- US$2.13B
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|---|---|---|
| Meta Platforms, Inc. | 703K | US$396M | 18.6% |
| Alphabet Inc (google) Class C | 854K | US$305M | 14.3% |
| Credit Acceptance Corporation | 358K | US$228M | 10.7% |
| Hca Healthcare, Inc. | 502K | US$196M | 9.2% |
| Unitedhealth Group Incorporated | 386K | US$161M | 7.5% |
| Heico Corporation | 615K | US$159M | 7.4% |
| Netflix, Inc. | 2.08M | US$149M | 7.0% |
| Msci Inc. | 258K | US$145M | 6.8% |
| Brown & Brown, Inc. | 1.78M | US$114M | 5.4% |