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13F-HR filed by Gobi Capital LLC

Gobi Capital LLC filed this 13F-HR for the quarter ended 2023-06-30, filed 2023-08-14, with 10 holding rows worth $1,544,077,532.

Accession
0001420506-23-001671
Filed
2023-08-14
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q2 2023

A holdings report, 10 entries on the cover page, a total value of $1,544,077,532 stated on the cover page (in dollars after the unit check, H1), rows summing to $1,544,077,532 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 A30303M102COM1,127,453$323,556,462dollars as filed
CREDIT ACCEP CORP MICH225310101COM474,927$241,229,671dollars as filed
Alphabet Inc. Reg. Shares C02079K107COM1,655,890$200,313,013dollars as filed
CDW CORP COM12514G108Stock883,007$162,031,785dollars as filed
COPART INC COM217204106Stock1,762,882$160,792,467dollars as filed
Netflix, Inc64110L106COM319,752$140,847,558dollars as filed
HCA Healthcare Inc40412C101COM365,516$110,926,796dollars as filed
FIRST CTZNS BANCSHARES INC DEL CL A31946M103Stock61,539$78,982,230dollars as filed
HEICO CORP NEW422806208CL A524,705$73,773,523dollars as filed
Karooooo LtdY4600W108COM2,206,155$51,624,027dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001420506-23-001671this filing2023-08-14acceptance time not in the bulk data set