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13F-HR filed by Gobi Capital LLC

Gobi Capital LLC filed this 13F-HR for the quarter ended 2020-03-31, filed 2020-05-15, with 11 holding rows worth $723,582,000.

Accession
0001420506-20-000633
Filed
2020-05-15
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q1 2020

A holdings report, 11 entries on the cover page, a total value of $723,582,000 stated on the cover page (in dollars after the unit check, H1), rows summing to $723,582,000 with VALUE read as thousands by filing date, 13F file number 028-17895. The quarter's positions are built on this report. The resolved quarter.

The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).

Issuer as filedCUSIPClassAmountValueValue read asType
META PLATFORMS INC CL A30303M102COM970,275$161,842,000thousands by filing date
Alphabet Inc. Reg. Shares C02079K107COM115,831$134,689,000thousands by filing date
CREDIT ACCEP CORP MICH225310101COM521,896$133,444,000thousands by filing date
HEICO CORP NEW422806208CL A1,040,022$66,457,000thousands by filing date
COPART INC COM217204106Stock809,715$55,482,000thousands by filing date
CDW CORP COM12514G108Stock589,641$54,996,000thousands by filing date
SEA LTD81141R100SPONSORD ADS874,156$38,734,000thousands by filing date
Visa Inc92826C839COM231,102$37,235,000thousands by filing date
ITURAN LOCATION AND CONTROL SHSM6158M104Stock1,469,492$20,881,000thousands by filing date
APPFOLIO INC03783C100COM CL A89,585$9,939,000thousands by filing date
BREAD FINANCIAL HOLDINGS INC018581108COM293,689$9,883,000thousands by filing date

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001420506-20-000633this filing2020-05-15acceptance time not in the bulk data set