1y return−1.9%S&P 500 +20.9%
3y return+67.1%S&P 500 +68.5%
5y return+61.2%S&P 500 +74.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since December 31, 2016: $410 against $334 in the S&P 500.2
Gobi Capital LLCS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| METAMeta Platforms Inc | $395.9M | 20.2% | |
| GOOGAlphabet Inc | $305.4M | 15.5% | |
| CACCCredit Accep Corp Mich | $228.0M | 11.6% | |
| HCAHca Healthcare Inc | $195.7M | 10.0% | +91.4% |
| UNHUnitedhealth Group Inc | $160.6M | 8.2% | |
| HEI/AHeico Corp New | $158.7M | 8.1% | |
| NFLXNetflix Inc. | $148.8M | 7.6% | |
| MSCIMsci Inc | $144.6M | 7.4% | |
| BROBrown & Brown Inc | $114.2M | 5.8% | +9.8% |
| Karooooo LtdCUSIP Y4600W108 | $112.9M | 5.7% | +4.0% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| GOOGAlphabet Inc | June 30, 2020 | +399.9% | $305.4M |
| HEI/AHeico Corp New | June 30, 2020 | +217.5% | $158.7M |
| METAMeta Platforms Inc | June 30, 2020 | +148.1% | $395.9M |
| HCAHca Healthcare Inc | December 31, 2022 | +62.5% | $195.7M |
| CACCCredit Accep Corp Mich | June 30, 2020 | +52.0% | $228.0M |
| Karooooo LtdCUSIP Y4600W108 | June 30, 2021 | +34.3% | $112.9M |
| UNHUnitedhealth Group Inc | June 30, 2025 | +33.2% | $160.6M |
| NFLXNetflix Inc. | September 30, 2021 | +17.0% | $148.8M |
| MSCIMsci Inc | March 31, 2025 | −1.0% | $144.6M |
| BROBrown & Brown Inc | September 30, 2024 | −38.1% | $114.2M |
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +8.3% | +14.8% |
| March 31, 2026 | −8.6% | −4.6% |
| December 31, 2025 | −2.8% | +2.4% |
| September 30, 2025 | +2.0% | +7.8% |
| June 30, 2025 | +12.7% | +10.5% |
| March 31, 2025 | +0.5% | −4.6% |
| December 31, 2024 | +2.7% | +2.1% |
| September 30, 2024 | +6.5% | +5.4% |
| June 30, 2024 | +4.1% | +4.0% |
| March 31, 2024 | +17.9% | +10.0% |
| December 31, 2023 | +14.3% | +11.2% |
| September 30, 2023 | −2.0% | −3.6% |
| June 30, 2023 | +18.2% | +8.3% |
| March 31, 2023 | +18.2% | +7.0% |
| December 31, 2022 | +5.4% | +7.1% |
| September 30, 2022 | −3.2% | −5.3% |
| June 30, 2022 | −23.7% | −16.5% |
| March 31, 2022 | −21.0% | −4.9% |
| December 31, 2021 | +3.5% | +10.7% |
| September 30, 2021 | +8.7% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Gobi Capital LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1698060&type=13F-HR&dateb=&owner=include&count=40CIK 1698060
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1698060/000142050626001750/Filed August 14, 2026 · accession 0001420506-26-001750