# Gobi Capital LLC: Form 13F holdings

An institutional investment manager in Beverly Hills, CA. SEC CIK 1698060.

- Quarter ended: 2026-06-30
- Filed: 2026-08-14
- Reported value: $2.13bn
- Positions: 13 (13 lines in the filing's table; lines for the same security and option type are added together here)
- Compared with: the 13F for the quarter ended 2026-03-31
- Filing: https://www.sec.gov/Archives/edgar/data/1698060/000142050626001750/

## Holdings

As filed, largest first. Reported value is what the manager stated at the quarter end (Jun 30, 2026), in US dollars; it is filing data, not a price. Weight is the share of the total reported value.

| Issuer | Class | Reported value | Weight | Shares | Put or call | Change on the quarter before |
| --- | --- | ---: | ---: | ---: | --- | --- |
| [META PLATFORMS INC (META)](/companies/meta.md) | CL A | $395.9m | 18.6% | 702,909 |  | Added +830 |
| [ALPHABET INC (GOOGL)](/companies/googl.md) | CAP STK CL C | $305.4m | 14.3% | 864,256 |  | Unchanged |
| [CREDIT ACCEP CORP MICH (CACC)](/companies/cacc.md) | COM | $228.0m | 10.7% | 358,067 |  | Unchanged |
| [HCA HEALTHCARE INC (HCA)](/companies/hca.md) | COM | $195.7m | 9.2% | 502,045 |  | Added +239,800 |
| [UNITEDHEALTH GROUP INC (UNH)](/companies/unh.md) | COM | $160.6m | 7.5% | 386,368 |  | Unchanged |
| [HEICO CORP NEW (HEI)](/companies/hei.md) | CL A | $158.7m | 7.4% | 615,183 |  | Added +3,700 |
| [NETFLIX INC. (NFLX)](/companies/nflx.md) | COM | $148.8m | 7.0% | 2,084,109 |  | Added +12,800 |
| [MSCI INC (MSCI)](/companies/msci.md) | COM | $144.6m | 6.8% | 258,211 |  | Added +1,600 |
| [BROWN & BROWN INC (BRO)](/companies/bro.md) | COM | $114.2m | 5.4% | 1,780,046 |  | Added +159,000 |
| KAROOOOO LTD | ORD SHS | $112.9m | 5.3% | 2,287,668 |  | Added +87,000 |
| [MICRON TECHNOLOGY INC (MU)](/companies/mu.md) | COM | $85.8m | 4.0% | 74,300 | Call | New +74,300 |
| [SANDISK CORP (SNDK)](/companies/sndk.md) | COM | $53.7m | 2.5% | 23,600 | Call | New +23,600 |
| [BLOOM ENERGY CORP (BE)](/companies/be.md) | COM CL A | $27.1m | 1.3% | 89,400 | Call | New +89,400 |

## Sold out

Held at the end of the quarter before and not reported this quarter.

| Issuer | Class | Reported value | Weight | Shares | Put or call | Change on the quarter before |
| --- | --- | ---: | ---: | ---: | --- | --- |
| [TAIWAN SEMICONDUCTOR MANUFAC (TSM)](/companies/tsm.md) | SPONSORED ADS | $0 | 0.0% | 0 | Call | Sold out −255,800 |

Source: SEC EDGAR, Form 13F-HR, accession 0001420506-26-001750. Last ingested by Listed: Oct 22, 2026, 05:26 ET. No prices; not investment advice.