Gobi Capital LLC - Q12026 Holdings

Gobi Capital LLC holds 11 stocks with a total portfolio value of $ 1.8B as of Q12026. In Q12026, Gobi Capital LLC added 1 new position, increased stakes in 2 stocks, reduced 4 holdings, and fully exited 3 positions. The largest holding is Meta Platforms Inc (META), representing 22.34% of the total portfolio.