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13F-HR filed by Gobi Capital LLC

Gobi Capital LLC filed this 13F-HR for the quarter ended 2025-03-31, filed 2025-05-15, with 11 holding rows worth $1,755,877,703.

Accession
0001420506-25-001215
Filed
2025-05-15
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q1 2025

A holdings report, 11 entries on the cover page, a total value of $1,755,877,703 stated on the cover page (in dollars after the unit check, H1), rows summing to $1,755,877,703 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 A30303M102COM716,579$413,007,472dollars as filed
CREDIT ACCEP CORP MICH225310101COM399,668$206,368,572dollars as filed
Alphabet Inc. Reg. Shares C02079K107COM1,273,590$198,972,966dollars as filed
COPART INC COM217204106Stock2,846,221$161,067,646dollars as filed
HCA Healthcare Inc40412C101COM405,587$140,150,588dollars as filed
HEICO CORP NEW422806208CL A659,583$139,152,225dollars as filed
BROWN & BROWN INC COM115236101Stock1,065,937$132,602,563dollars as filed
MSCI INC COM55354G100Stock203,515$115,087,733dollars as filed
Netflix, Inc64110L106COM115,850$108,033,601dollars as filed
Karooooo LtdY4600W108COM2,200,668$93,616,417dollars as filed
EPLUS INC294268107COM783,515$47,817,920dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001420506-25-001215this filing2025-05-15acceptance time not in the bulk data set