13F-HR filed by Gobi Capital LLC
Gobi Capital LLC filed this 13F-HR for the quarter ended 2025-06-30, filed 2025-08-14, with 12 holding rows worth $2,021,570,265.
- Accession
- 0001420506-25-002072
- Filer
- CIK 1698060
- Filed
- 2025-08-14
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q2 2025
A holdings report, 12 entries on the cover page, a total value of $2,021,570,265 stated on the cover page (in dollars after the unit check, H1), rows summing to $2,021,570,265 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 filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| META PLATFORMS INC CL A | 30303M102 | COM | 702,079 | $518,197,489 | dollars as filed | |
| CREDIT ACCEP CORP MICH | 225310101 | COM | 394,218 | $200,826,476 | dollars as filed | |
| Netflix, Inc | 64110L106 | COM | 137,354 | $183,934,862 | dollars as filed | |
| Alphabet Inc. Reg. Shares C | 02079K107 | COM | 986,056 | $174,916,474 | dollars as filed | |
| HEICO CORP NEW | 422806208 | CL A | 652,683 | $168,881,726 | dollars as filed | |
| HCA Healthcare Inc | 40412C101 | COM | 399,021 | $152,864,945 | dollars as filed | |
| MSCI INC COM | 55354G100 | Stock | 256,611 | $147,997,828 | dollars as filed | |
| BROWN & BROWN INC COM | 115236101 | Stock | 1,056,704 | $117,156,772 | dollars as filed | |
| Karooooo Ltd | Y4600W108 | COM | 2,200,668 | $107,788,719 | dollars as filed | |
| UnitedHealth Group Inc | 91324P102 | COM | 328,200 | $102,388,554 | dollars as filed | |
| COPART INC COM | 217204106 | Stock | 1,982,068 | $97,260,077 | dollars as filed | |
| EPLUS INC | 294268107 | COM | 684,554 | $49,356,343 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001420506-25-002072 | this filing | 2025-08-14 | acceptance time not in the bulk data set |