Gobi Capital LLC - Stock Holdings in 13F Filings (SEC)

Updated on March 15, 2026.

Based on 13F Filings filed with the SEC on February 17, 2026, for the 2025 Q4 period, Gobi Capital LLC held in its portfolio 13 assets valued at $2,062,256,733 (i.e. $2.06B).

The most valuable assets in the portfolio included: META PLATFORMS INC ($463.44M), ALPHABET INC ($322.38M), and HCA HEALTHCARE INC ($188.64M).

The chart below shows the top 10 valuable assets, and the table below shows the top 13 valuable assets.

You can see similar for other investment managers.

Related Topics: SEC Topic List.

Data Source: SEC.

Top Valuable Stocks in Gobi Capital LLC Portfolio

META PLATFORMS INC

ALPHABET INC

HCA HEALTHCARE INC

HEICO CORP NEW

CREDIT ACCEP CORP MICH

MSCI INC

NETFLIX INC

UNITEDHEALTH GROUP INC

BROWN & BROWN INC

KAROOOOO LTD

Gobi Capital LLC - Stock Holdings in 13F Filings (SEC)

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Name of Issuer	No. of Shares	Value ($)	Class
META PLATFORMS INC	702079	463435327	CL A
ALPHABET INC	1027356	322384313	CAP STK CL C
HCA HEALTHCARE INC	404070	188644120	COM
HEICO CORP NEW	652683	164756770	CL A
CREDIT ACCEP CORP MICH	358067	158788392	COM
MSCI INC	256611	147225429	COM
NETFLIX INC	1564743	146710304	COM
UNITEDHEALTH GROUP INC	407468	134509261	COM
BROWN & BROWN INC	1428677	113865557	COM
KAROOOOO LTD	2200668	100130394	ORD SHS
COPART INC	1577176	61746440	COM
WARNER BROS DISCOVERY INC	2033100	58593942	COM SER A
JACK IN THE BOX INC	77387	1466484	COM