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Gobi Capital LLC: GOOG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Gobi Capital LLC on GOOG, newest first. How the timeline and the estimate are built.

Gobi Capital LLC held 864,256 GOOG shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 864,256 shares
    Change vs previous 13F 0 shares

    15.54% of the 13F portfolio, value $305,367,572.

    13F-HR 0001420506-26-001750 filed by Gobi Capital LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 864,256 shares
    Change vs previous 13F -163,100 shares

    14.48% of the 13F portfolio, value $247,920,476.

    13F-HR 0001420506-26-001113 filed by Gobi Capital LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 1,027,356 shares
    Change vs previous 13F 0 shares

    16.09% of the 13F portfolio, value $322,384,313.

    13F-HR 0001420506-26-000588 filed by Gobi Capital LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 1,027,356 shares
    Change vs previous 13F +41,300 shares

    12.16% of the 13F portfolio, value $250,212,554.

    13F-HR 0001420506-25-003294 filed by Gobi Capital LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 986,056 shares
    Change vs previous 13F -287,534 shares

    8.65% of the 13F portfolio, value $174,916,474.

    13F-HR 0001420506-25-002072 filed by Gobi Capital LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 1,273,590 shares
    Change vs previous 13F -66,279 shares

    11.33% of the 13F portfolio, value $198,972,966.

    13F-HR 0001420506-25-001215 filed by Gobi Capital LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 1,339,869 shares
    Change vs previous 13F -13,271 shares

    14.97% of the 13F portfolio, value $255,164,652.

    13F-HR 0001420506-25-000581 filed by Gobi Capital LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 1,353,140 shares
    Change vs previous 13F not available

    12.98% of the 13F portfolio, value $226,231,477.

    13F-HR 0001420506-24-002558 filed by Gobi Capital LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).