Gobi Capital LLC
CIK 1698060
13F filing for Q2 2026・No. 1,570
- Holdings
- US$2.13B
- Quarter change
- +US$333.04M
- Entries
- 13
- Net bought (estimate)
- +US$111.22M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 0
- Sold out 0
- Cut 0
- Added 7
- Corporate actions 0
- Unchanged 3
Largest holdings
10 stocks worth US$1.96B, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| METAMetaCL A | Added | 702,909 | US$395.94M | 20.15% |
| GOOGALPHABET INCCAP STK CL C | Unchanged | 864,256 | US$305.37M | 15.54% |
| CACCCREDIT ACCEP CORP MICHCOM | Unchanged | 358,067 | US$228M | 11.60% |
| HCAHCA HEALTHCARE INCCOM | Added | 502,045 | US$195.74M | 9.96% |
| UNHUNITEDHEALTH GROUP INCCOM | Unchanged | 386,368 | US$160.59M | 8.17% |
| HEI.AHEICO CORP NEWCL A | Added | 615,183 | US$158.66M | 8.08% |
| NFLXNETFLIX INC.COM | Added | 2,084,109 | US$148.81M | 7.57% |
| MSCIMSCI INCCOM | Added | 258,211 | US$144.61M | 7.36% |
| BROBROWN & BROWN INCCOM | Added | 1,780,046 | US$114.19M | 5.81% |
| KAROOOOO LTDORD SHS | Added | 2,287,668 | US$112.92M | 5.75% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 14, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.