GOBI CAPITAL LLC

GOBI CAPITAL LLC latest Q4_2020 13F filings reported $1,231,198,000 in market value on this 2021-02-16 report date . The portfolio quarterly return is 9.06%. This fund has 11 securities concentrations of 100% weights.

GOBI CAPITAL LLC largest holding is Facebook Inc. Class A with weight of 21.76% and $267,934,000 in market value. The portfolio return is computed based on the amount invested in the new quarter. The following shows the portfolio details.

Portfolio Performance History

FILE DATEREPORT PERIODQTR YEARFILE TYPENOS. OF STOCKSREPORTED VALUERETURN
2021-02-162020-12-31Q4_202013F-HR11$1,231,198,0009.06%

Portfolio Details

Stock NameTickersValueCurrent Value (x1000)Change Value %WeightComputed PriceShares Change %Current Shares
FACEBOOK INCFBINCR$267,9344.58%21.76%$273.16-99.73%980,868
CREDIT ACCEP CORP MICHCACCINCR$208,9118.14%16.97%$346.14-94.21%603,546
ALPHABET INCGOOGINCR$205,91419.48%16.72%$1751.88-99.77%117,539
HEICO CORP NEWHEI/AINCR$106,67432.03%8.66%$117.06-100.00%911,279
COPART INCCPRTINCR$104,97021.01%8.53%$127.25-100.00%824,912
CDW CORPCDWINCR$87,47010.26%7.10%$131.79-100.00%663,704
SEA LTDSEDECR$81,197-18.11%6.59%$199.05-136.62%407,921
VISA INCVINCR$66,9129.38%5.43%$218.73-100.00%305,912
ATLASSIAN CORP PLCTEAMBUY$52,9030.00%4.30%$233.870.00%226,207
APPFOLIO INCAPPFINCR$26,64131.06%2.16%$180.04-96.77%147,974
ITURAN LOCATION AND CONTROL LIMITED COMMON STOCK ILS 0.333ITRNINCR$21,6726.08%1.76%$19.05-122.49%1,137,642
OREILLY AUTOMOTIVE INCORLYSOLD$00.00%-100.00%$0.000.00%0