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Gobi Capital LLC: META position timeline

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

Gobi Capital LLC held 702,909 META 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 702,909 shares
    Change vs previous 13F +830 shares

    20.15% of the 13F portfolio, value $395,941,611.

    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 702,079 shares
    Change vs previous 13F 0 shares

    23.47% of the 13F portfolio, value $401,680,458.

    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 702,079 shares
    Change vs previous 13F 0 shares

    23.13% of the 13F portfolio, value $463,435,327.

    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 702,079 shares
    Change vs previous 13F 0 shares

    25.05% of the 13F portfolio, value $515,592,776.

    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 702,079 shares
    Change vs previous 13F -14,500 shares

    25.63% of the 13F portfolio, value $518,197,489.

    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 716,579 shares
    Change vs previous 13F -21,900 shares

    23.52% of the 13F portfolio, value $413,007,472.

    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 738,479 shares
    Change vs previous 13F -5,100 shares

    25.38% of the 13F portfolio, value $432,386,839.

    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 743,579 shares
    Change vs previous 13F not available

    24.43% of the 13F portfolio, value $425,654,363.

    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).