StockDriftsStockDriftsTop 10 Gobi Capital Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| META | META PLATFORMS INC | 23.47% | 702.1K | $401.7M | +0.00%(+0) | $216.27(+184.01%) | 2026-03-31 | |
| GOOG | ALPHABET INC | 14.48% | 864.3K | $247.9M | -15.88%(-163.10K) | $70.63(+456.90%) | 2026-03-31 | |
| NFLX | NETFLIX INC. | 11.63% | 2.07M | $199.2M | +32.37%(+506.57K) | $72.66(+19.76%) | 2026-03-31 | |
| CACC | CREDIT ACCEP CORP MICH | 8.86% | 358.1K | $151.6M | +0.00%(+0) | $418.82(+30.80%) | 2026-03-31 | |
| MSCI | MSCI INC | 8.08% | 256.6K | $138.3M | +0.00%(+0) | $579.62(-3.09%) | 2026-03-31 | |
| HEI-A | HEICO CORP NEW | 7.54% | 611.5K | $129.1M | -6.31%(-41.20K) | $116.18(+86.21%) | 2026-03-31 | |
| HCA | HCA HEALTHCARE INC | 7.25% | 262.2K | $124.1M | -35.10%(-141.82K) | $270.18(+56.56%) | 2026-03-31 | |
| KARO | KAROOOOO LTD | 6.41% | 2.20M | $109.7M | +0.00%(+0) | $35.07(+31.29%) | 2026-03-31 | |
| BRO | BROWN & BROWN INC | 6.18% | 1.62M | $105.7M | +13.46%(+192.37K) | $92.13(-38.91%) | 2026-03-31 | |
| UNH | UNITEDHEALTH GROUP INC | 6.11% | 386.4K | $104.5M | -5.18%(-21.10K) | $397.40(-0.89%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +24.57% | +93.30% |
| Top 20 Holdings Unweighted | +21.60% | +79.80% |
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