Hedge Fund - Gobi Capital
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Last updated on based on SEC 13F filings Last update:
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| No. | Security | Ticker | Shares | Value | Activity | % Port | History |
|---|---|---|---|---|---|---|---|
| 1. | META | 743,579 | $425,654,363 | -5% | 24.43% | ||
| 2. | GOOGL | 1,353,140 | $226,231,477 | +1% | 12.98% | ||
| 3. | CPRT | 3,341,206 | $175,079,194 | -4% | 10.04% | ||
| 4. | NFLX | 240,870 | $170,841,865 | +5% | 9.8% | ||
| 5. | CACC | 383,322 | $169,972,641 | +3% | 9.75% |
