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13F-HR filed by Gobi Capital LLC

Gobi Capital LLC filed this 13F-HR for the quarter ended 2023-03-31, filed 2023-05-15, with 10 holding rows worth $1,397,905,710.

Accession
0001420506-23-001148
Filed
2023-05-15
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q1 2023

A holdings report, 10 entries on the cover page, a total value of $1,397,905,710 stated on the cover page (in dollars after the unit check, H1), rows summing to $1,397,905,710 with VALUE read as dollars as filed, 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 A30303M102COM1,211,604$256,787,352dollars as filed
CREDIT ACCEP CORP MICH225310101COM535,116$233,331,981dollars as filed
Alphabet Inc. Reg. Shares C02079K107COM1,824,421$189,739,784dollars as filed
Netflix, Inc64110L106COM497,069$171,727,398dollars as filed
CDW CORP COM12514G108Stock835,077$162,748,157dollars as filed
COPART INC COM217204106Stock1,762,882$132,586,355dollars as filed
HCA Healthcare Inc40412C101COM365,516$96,379,259dollars as filed
HEICO CORP NEW422806208CL A524,705$71,307,409dollars as filed
Karooooo LtdY4600W108COM2,206,155$51,182,796dollars as filed
FIRST CTZNS BANCSHARES INC DEL CL A31946M103Stock33,003$32,115,219dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001420506-23-001148this filing2023-05-15acceptance time not in the bulk data set