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13F-HR filed by Gobi Capital LLC

Gobi Capital LLC filed this 13F-HR for the quarter ended 2024-03-31, filed 2024-05-15, with 11 holding rows worth $1,602,050,996.

Accession
0001420506-24-000986
Filed
2024-05-15
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q1 2024

A holdings report, 11 entries on the cover page, a total value of $1,602,050,996 stated on the cover page (in dollars after the unit check, H1), rows summing to $1,602,050,996 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 A30303M102COM798,761$387,862,366dollars as filed
Alphabet Inc. Reg. Shares C02079K107COM1,357,390$206,676,201dollars as filed
CREDIT ACCEP CORP MICH225310101COM365,750$201,729,413dollars as filed
COPART INC COM217204106Stock3,449,864$199,816,123dollars as filed
Netflix, Inc64110L106COM261,870$159,041,507dollars as filed
FIRST CTZNS BANCSHARES INC DEL CL A31946M103Stock61,039$99,798,765dollars as filed
HCA Healthcare Inc40412C101COM292,382$97,518,168dollars as filed
EPLUS INC294268107COM1,239,168$97,324,255dollars as filed
HEICO CORP NEW422806208CL A613,088$94,378,767dollars as filed
Karooooo LtdY4600W108COM2,206,155$55,286,244dollars as filed
CDW CORP COM12514G108Stock10,240$2,619,187dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001420506-24-000986this filing2024-05-15acceptance time not in the bulk data set