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 | 775,279 | $390,911,177 | -3% | 24.76% | ||
| 2. | GOOGL | 1,345,440 | $246,780,605 | -1% | 15.63% | ||
| 3. | CACC | 374,522 | $192,758,983 | +3% | 12.21% | ||
| 4. | CPRT | 3,451,206 | $186,917,317 | +1% | 11.84% | ||
| 5. | NFLX | 230,570 | $155,607,082 | -12% | 9.85% |
