Gobi Capital LLC Portfolio Holdings
Gobi Capital LLC
- $1.85 Billion
- Q2 2025
Gobi Capital LLC has filed its 13F form on August 14, 2025 for Q2 2025 where it was disclosed a total value porftolio of $1.85 Billion distributed in 12 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Meta Platforms, Inc. with a value of $518M, Credit Acceptance Corp with a value of $201M, Netflix Inc with a value of $184M, Alphabet Inc. with a value of $175M, and Hca Healthcare, Inc. with a value of $153M.
Examining the 13F form we can see an increase of $236M in the current position value, from $1.62B to 1.85B.
Gobi Capital LLC is based out at San Francisco, CA
Below you can find more details about Gobi Capital LLC portfolio as well as his latest detailed transactions.