GOBI CAPITAL LLC

13F Portfolio Filings

  • Most recent 13F
    Q4 2024
  • Location
    san francisco, CA
  • CIK
    0001698060
  • All SEC filings
Q4 2024
Quater
Holdings
VALUE
Top Holdings
Form Type
Date Filed
Filing Id

10

$1.70B
META, GOOG, CACC, CPRT
13F-HR
Feb 14, 2025
000142050625000581

10

$1.74B
META, GOOG, CPRT, NFLX
13F-HR
Nov 14, 2024
000142050624002558

10

$1.58B
META, GOOG, CACC, CPRT
13F-HR
Aug 14, 2024
000142050624001535

11

$1.60B
META, GOOG, CACC, CPRT
13F-HR
May 15, 2024
000142050624000986

11

$1.38B
META, CACC, GOOG, CPRT
13F-HR
Feb 14, 2024
000142050624000475

10

$1.35B
META, GOOG, CACC, CPRT
13F-HR
Nov 14, 2023
000142050623002181

10

$1.54B
META, CACC, GOOG, CDW
13F-HR
Aug 14, 2023
000142050623001671

10

$1.40B
META, CACC, GOOG, NFLX
13F-HR
May 15, 2023
000142050623001148

9

$1.15B
CACC, NFLX, META, GOOG
13F-HR
Feb 14, 2023
000142050623000687

9

$1.12B
CACC, META, NFLX, GOOG
13F-HR
Nov 14, 2022
000142050622002200

10

$1.20B
META, CACC, GOOG, NFLX
13F-HR
Aug 15, 2022
000142050622001678

11

$1.67B
META, GOOG, CACC, NFLX
RESTATEMENT
May 19, 2022
000142050622001116

12

$1.97B
GOOG, META, CACC, NFLX
13F-HR
Feb 14, 2022
000142050622000434

14

$1.89B
META, GOOG, NFLX, CACC
RESTATEMENT
Nov 16, 2021
000142050621001733

13

$1.66B
META, GOOG, CACC, CPRT
13F-HR
Aug 16, 2021
000142050621001213

13

$1.48B
META, GOOG, CACC, CDW
13F-HR
May 17, 2021
000142050621000709

11

$1.23B
META, CACC, GOOG, HEI
13F-HR
Feb 16, 2021
000142050621000295

11

$1.13B
META, CACC, GOOG, SE
13F-HR
Nov 16, 2020
000142050620001294

14

$1.37B
CACC, META, GOOG, ALPHABET INC
13F-HR
Aug 14, 2020
000142050620000959

11

$723.58M
META, GOOG, CACC, HEI
13F-HR
May 15, 2020
000142050620000633

12

$695.90M
META, CACC, GOOG, V
13F-HR
Feb 12, 2020
000142050620000184

12

$656.79M
CACC, META, GOOG, BFH
13F-HR
Nov 14, 2019
000142050619001138

8

$501.54M
CACC, META, GOOG, BFH
13F-HR
Aug 14, 2019
000142050619000851

8

$496.15M
CACC, META, GOOG, BFH
13F-HR
May 15, 2019
000142050619000531

8

$369.36M
CACC, META, BIDU, BFH
13F-HR
Feb 14, 2019
000142050619000245

9

$368.56M
CACC, META, BFH, BIDU
13F-HR
Nov 14, 2018
000142050618000978

8

$247.75M
CACC, BFH, NWS, ITURAN LOCATION AND CONTROL
13F-HR
Aug 14, 2018
000142050618000728

8

$197.24M
CACC, ITURAN LOCATION AND CONTROL, BFH, RMR
13F-HR
May 14, 2018
000142050618000447

9

$203.97M
CACC, ITURAN LOCATION AND CONTROL, RMR, CERN
13F-HR
Feb 13, 2018
000142050618000136

9

$187.47M
CACC, ITURAN LOCATION AND CONTROL, CERN, RMR
13F-HR
Nov 14, 2017
000142050617000787

9

$178.74M
CACC, ITURAN LOCATION AND CONTROL, CERN, PLUS
13F-HR
Aug 14, 2017
000140508617000183

9

$153.56M
CACC, ITURAN LOCATION AND CONTROL, CERN, PLUS
13F-HR
May 15, 2017
000140508617000120

9

$109.31M
CACC, PLUS, ITURAN LOCATION AND CONTROL, RMR
13F-HR
Feb 14, 2017
000140508617000060