Gobi Capital LLC Top Holdings
As of  03/31/2020

 12/31/2019 to 03/31/2020
Position Size
($ in 1000's)
FACEBOOK INC 970,275 +212,679 $161,842
ALPHABET INC 115,831 +14,548 $134,689
CREDIT ACCEP CORP MICH 521,896 +197,364 $133,444
HEICO CORP NEW      $66,457
COPART INC 809,715 +809,715 $55,482
CDW CORP 589,641 +429,426 $54,996
SEA LTD 874,156 -180,012 $38,734
VISA INC 231,102 -57,488 $37,235
ITURAN LOCATION AND CONTROL 1,469,492 +13,300 $20,881
APPFOLIO INC 89,585 +89,585 $9,939

See Full List: All Stocks Held By Gobi Capital LLC
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions

See Details: Top 10 Stocks Held By Gobi Capital LLC

Size ($ in 1000's)
At 03/31/2020: $723,582
At 12/31/2019: $695,897

Gobi Capital LLC holdings changes, total fund size, and other information presented on was derived from Gobi Capital LLC 13F filings. Link to 13F filings: SEC filings

Gobi Capital LLC Top Holdings 13F Filings |

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