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 | 738,479 | $432,386,839 | -1% | 25.37% | ||
| 2. | GOOGL | 1,339,869 | $255,164,652 | -1% | 14.97% | ||
| 3. | CACC | 405,168 | $190,210,169 | +6% | 11.16% | ||
| 4. | CPRT | 3,223,996 | $185,025,131 | -4% | 10.85% | ||
| 5. | NFLX | 146,836 | $130,877,864 | -40% | 7.68% |
