account_balance
Investment manager · 13F filer · SEC CIK 1698060
Gobi Capital LLC
Reported value$1.96Bas of Jun 30, 2026
Positions10 0 new, 0 sold out
Top 10 weight100.0%META alone is 20%
FiledAug 1445 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
This fund reports 10 stocks.
METAMeta Platforms Inc
20.2%
GOOGAlphabet Inc
15.5%
CACCCredit Accep Corp Mich
11.6%
HCAHca Healthcare Inc
10.0%Added +91%
UNHUnitedhealth Group Inc
8.2%
HEIAHeico Corp New
8.1%
NFLXNetflix Inc.
7.6%
MSCIMSCI Inc
7.4%
BROBrown & Brown Inc
5.8%Added +10%
KAROKarooooo Ltd
5.7%Added +4%
METAMeta Platforms Inc
20.2%
GOOGAlphabet Inc
15.5%
CACC11.6%HCA10.0%UNH8.2%HEIA8.1%NFLXNetflix Inc.
7.6%
MSCIMSCI Inc
7.4%
BRO5.8%KARO5.7%Box size is the share of the fund. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 10 as a list
META Meta Platforms Inc 20.2% HeldGOOG Alphabet Inc 15.5% HeldCACC Credit Accep Corp Mich 11.6% HeldHCA Hca Healthcare Inc 10.0% Added +91%UNH Unitedhealth Group Inc 8.2% HeldHEIA Heico Corp New 8.1% HeldNFLX Netflix Inc. 7.6% HeldMSCI MSCI Inc 7.4% HeldBRO Brown & Brown Inc 5.8% Added +10%KARO Karooooo Ltd 5.7% Added +4%
What changed