Holdings
Gobi Capital LLC
As of Jun 30, 2026, Gobi Capital LLC reported 9 positions worth US$1.85B. Largest: Meta Platforms, Inc., Alphabet Inc (google) Class C and Credit Acceptance Corporation. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Meta Platforms, Inc. | 703K | US$396M | +830 | Jun 30, 2026 |
| Alphabet Inc (google) Class C | 854K | US$305M | −7,666 | Jun 30, 2026 |
| Credit Acceptance Corporation | 358K | US$228M | no change | Jun 30, 2026 |
| Hca Healthcare, Inc. | 502K | US$196M | +240K | Jun 30, 2026 |
| Unitedhealth Group Incorporated | 386K | US$161M | no change | Jun 30, 2026 |
| Heico Corporation | 615K | US$159M | +3,700 | Jun 30, 2026 |
| Netflix, Inc. | 2.08M | US$149M | +12,800 | Jun 30, 2026 |
| Msci Inc. | 258K | US$145M | +1,600 | Jun 30, 2026 |
| Brown & Brown, Inc. | 1.78M | US$114M | +159K | Jun 30, 2026 |