Gobi Capital LLC Portfolio Holdings
Gobi Capital LLC
- $1.61 Billion
- Q3 2024
Gobi Capital LLC has filed its 13F form on November 14, 2024 for Q3 2024 where it was disclosed a total value porftolio of $1.61 Billion distributed in 10 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Meta Platforms, Inc. with a value of $426M, Alphabet Inc. with a value of $226M, Copart Inc with a value of $175M, Netflix Inc with a value of $171M, and Credit Acceptance Corp with a value of $170M.
Examining the 13F form we can see an increase of $147M in the current position value, from $1.46B to 1.61B.
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.
Portfolio value
$1.61 Billion
Communication Services: $823 Million
Financial Services: $273 Million
Technology: $202 Million
Consumer Cyclical: $175 Million
Healthcare: $136 Million
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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