Notify me when GOBI CAPITAL LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 12 | $2,003,662,791 | +$162,652,402 | -$46,361,122 | +$116,291,280 | META, GOOG, HCA, HEIA, CACC | 13F-HR | 17 Feb 2026, 17:22 |
| Q3 2025 | 12 | $2,058,443,837 | +$52,236,550 | -$55,676,380 | -$3,439,830 | META, GOOG, HCA, CACC, HEIA | 13F-HR | 14 Nov 2025, 10:42 |
| Q2 2025 | 12 | $2,021,570,265 | +$161,807,793 | -$119,347,904 | +$42,459,889 | META, CACC, NFLX, GOOG, HEIA | 13F-HR | 14 Aug 2025, 10:53 |
| Q1 2025 | 11 | $1,755,877,703 | +$129,503,012 | -$86,760,204 | +$42,742,808 | META, CACC, GOOG, CPRT, HCA | 13F-HR | 15 May 2025, 12:03 |
| Q4 2024 | 10 | $1,703,969,211 | +$29,795,619 | -$114,612,643 | -$84,817,024 | META, GOOG, CACC, CPRT, NFLX | 13F-HR | 14 Feb 2025, 14:10 |
| Q3 2024 | 10 | $1,742,286,424 | +$137,428,602 | -$72,107,051 | +$65,321,551 | META, GOOG, CPRT, NFLX, CACC | 13F-HR | 14 Nov 2024, 16:12 |
| Q2 2024 | 10 | $1,578,400,094 | +$12,539,464 | -$101,781,952 | -$89,242,488 | META, GOOG, CACC, CPRT, NFLX | 13F-HR | 14 Aug 2024, 14:15 |
| Q1 2024 | 11 | $1,602,050,996 | +$63,092,911 | -$86,115,475 | -$23,022,564 | META, GOOG, CACC, CPRT, NFLX | 13F-HR | 15 May 2024, 15:22 |
| Q4 2023 | 11 | $1,378,350,537 | +$73,487,365 | -$238,235,725 | -$164,748,360 | META, CACC, GOOG, CPRT, NFLX | 13F-HR | 14 Feb 2024, 16:32 |
| Q3 2023 | 10 | $1,350,031,176 | +$75,962,586 | -$162,679,542 | -$86,716,956 | META, GOOG, CACC, CPRT, CDW | 13F-HR | 14 Nov 2023, 13:45 |
| Q2 2023 | 10 | $1,544,077,532 | +$45,419,684 | -$153,215,013 | -$107,795,329 | META, CACC, GOOG, CDW, CPRT | 13F-HR | 14 Aug 2023, 15:47 |
| Q1 2023 | 10 | $1,397,905,710 | +$117,464,496 | -$75,296,116 | +$42,168,380 | META, CACC, GOOG, NFLX, CDW | 13F-HR | 15 May 2023, 14:20 |
| Q4 2022 | 9 | $1,147,137,196 | +$142,599,083 | -$113,401,424 | +$29,197,659 | CACC, NFLX, META, GOOG, CDW | 13F-HR | 14 Feb 2023, 16:09 |
| Q3 2022 | 9 | $1,123,774,000 | +$180,384,216 | -$33,934,300 | +$146,449,916 | CACC, META, NFLX, GOOG, CDW | 13F-HR | 14 Nov 2022, 11:14 |
| Q2 2022 | 10 | $1,202,871,000 | +$64,486,917 | -$155,325,904 | -$90,838,987 | META, CACC, GOOG, NFLX, CDW | 13F-HR | 15 Aug 2022, 11:44 |
| Q1 2022 | 11 | $1,674,181,000 | +$238,756,092 | -$127,799,501 | +$110,956,591 | META, GOOG, CACC, NFLX, CDW | Restatement | 18 May 2022, 19:04 |
| Q4 2021 | 12 | $1,965,868,000 | +$178,822,241 | -$128,734,098 | +$50,088,143 | GOOG, META, CACC, NFLX, CDW | 13F-HR | 14 Feb 2022, 15:05 |
| Q3 2021 | 13 | $1,853,032,000 | +$255,358,080 | -$208,372,805 | +$46,985,275 | META, GOOG, NFLX, CACC, CPRT | Restatement | 15 Nov 2021, 20:55 |
| Q2 2021 | 13 | $1,660,667,000 | +$27,348,813 | -$106,415,598 | -$79,066,785 | META, GOOG, CACC, CPRT, CDW | 13F-HR | 16 Aug 2021, 11:33 |
| Q1 2021 | 13 | $1,478,849,000 | +$177,686,911 | $0 | +$177,686,911 | META, GOOG, CACC, CDW, HEIA | 13F-HR | 17 May 2021, 09:12 |
| Q4 2020 | 11 | $1,231,198,000 | +$66,365,270 | -$112,406,915 | -$46,041,645 | META, CACC, GOOG, HEIA, CPRT | 13F-HR | 16 Feb 2021, 11:24 |
| Q3 2020 | 11 | $1,128,886,000 | +$87,499,377 | -$191,309,545 | -$103,810,168 | META, CACC, GOOG, SE, CPRT | 13F-HR | 16 Nov 2020, 09:25 |
| Q2 2020 | 12 | $1,178,024,000 | +$210,218,189 | -$41,742,113 | +$168,476,076 | CACC, META, GOOG, GLD, SE | 13F-HR | 14 Aug 2020, 12:01 |
| Q1 2020 | 11 | $723,582,000 | +$275,431,307 | -$91,136,790 | +$184,294,517 | META, GOOG, CACC, HEIA, CPRT | 13F-HR | 15 May 2020, 10:29 |
| Q4 2019 | 12 | $695,897,000 | +$5,981,064 | -$18,182,920 | -$12,201,856 | META, CACC, GOOG, V, SE | 13F-HR | 12 Feb 2020, 17:03 |
| Q3 2019 | 12 | $656,791,000 | +$173,809,800 | $0 | +$173,809,800 | CACC, META, GOOG, BFH, V | 13F-HR | 14 Nov 2019, 10:38 |
| Q2 2019 | 8 | $501,538,000 | +$24,941,529 | -$7,829,774 | +$17,111,755 | CACC, META, GOOG, BFH, ITRN | 13F-HR | 14 Aug 2019, 10:41 |
| Q1 2019 | 8 | $496,150,000 | +$139,695,618 | -$62,822,998 | +$76,872,620 | CACC, META, GOOG, BFH, ITRN | 13F-HR | 15 May 2019, 13:07 |
| Q4 2018 | 8 | $369,359,000 | +$81,826,940 | -$16,861,381 | +$64,965,559 | CACC, META, BIDU, BFH, FOX | 13F-HR | 14 Feb 2019, 11:52 |
| Q3 2018 | 9 | $368,564,000 | +$111,063,889 | -$11,909,775 | +$99,154,114 | CACC, META, BFH, BIDU, FOX | 13F-HR | 14 Nov 2018, 10:12 |
| Q2 2018 | 8 | $247,748,000 | +$48,625,210 | -$15,008,891 | +$33,616,319 | CACC, BFH, FOX, ITRN, RMR | 13F-HR | 14 Aug 2018, 08:56 |
| Q1 2018 | 8 | $197,242,000 | +$38,697,476 | -$51,219,635 | -$12,522,159 | CACC, ITRN, BFH, RMR, FOX | 13F-HR | 14 May 2018, 13:16 |
| Q4 2017 | 9 | $203,966,000 | +$21,149,553 | -$11,331,863 | +$9,817,690 | CACC, ITRN, RMR, CERN, PLUS | 13F-HR | 13 Feb 2018, 10:07 |
| Q3 2017 | 9 | $187,473,000 | +$3,266,171 | -$10,952,483 | -$7,686,312 | CACC, ITRN, CERN, RMR, PLUS | 13F-HR | 14 Nov 2017, 11:14 |
| Q2 2017 | 9 | $178,736,000 | +$23,966,715 | -$3,038,181 | +$20,928,534 | CACC, ITRN, CERN, PLUS, RMR | 13F-HR | 14 Aug 2017, 10:24 |
| Q1 2017 | 9 | $153,558,000 | +$41,465,567 | -$8,585,999 | +$32,879,568 | CACC, ITRN, CERN, PLUS, RMR | 13F-HR | 15 May 2017, 14:13 |
| Q4 2016 | 9 | $109,313,000 | $0 | $0 | $0 | CACC, PLUS, ITRN, RMR, ODFL | 13F-HR | 14 Feb 2017, 15:58 |