Managers / Q2 2023 · view latest →
GOBI CAPITAL LLC
CIK 0001698060 · 8820 WILSHIRE BOULEVARD, SUITE 320, BEVERLY HILLS, CA, 90211 · 415-288-7288
Reported Value
$1.5B
Q2 2023
Positions
10
Filings on Record
32
2019–present window
Filed
Aug 14, 2023
original filing
Summary
Gobi Capital Llc reported $1.5B in U.S.-listed holdings across 10 positions for Q2 2023.
The portfolio is heavily concentrated: META alone accounts for 21.0% of reported value.
The book was largely unchanged from Q1 2023.
Reported Value by Quarter
13F Reported Value
Portfolio Composition
By security type
Composition data arrives with ticker enrichment.
Quarter-over-Quarter Changes full breakdown →
Holdings — Q2 2023
Filing History
| Quarter | Reported Value | Positions | Filed | Type | Links |
|---|---|---|---|---|---|
| Q1 2026 | $1.8B | 11 | May 15, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q4 2025 | $2.1B | 13 | Feb 17, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q3 2025 | $2.1B | 12 | Nov 14, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q2 2025 | $2.0B | 12 | Aug 14, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q1 2025 | $1.8B | 11 | May 15, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q4 2024 | $1.7B | 10 | Feb 14, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q3 2024 | $1.7B | 10 | Nov 14, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q2 2024 | $1.6B | 10 | Aug 14, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q1 2024 | $1.6B | 11 | May 15, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q4 2023 | $1.4B | 11 | Feb 14, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q3 2023 | $1.4B | 10 | Nov 14, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q2 2023 | $1.5B | 10 | Aug 14, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q1 2023 | $1.4B | 10 | May 15, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q4 2022 | $1.15T | 9 | Feb 14, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q3 2022 | $1.1B | 9 | Nov 14, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q2 2022 | $1.2B | 10 | Aug 15, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q1 2022 | $1.7B | 11 | May 19, 2022 | RESTATEMENT | changes · EDGAR ↗ |
| Q4 2021 | $2.0B | 12 | Feb 14, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q3 2021 | $1.9B | 14 | Nov 16, 2021 | RESTATEMENT | changes · EDGAR ↗ |
| Q2 2021 | $1.7B | 13 | Aug 16, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q1 2021 | $1.5B | 13 | May 17, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q4 2020 | $1.2B | 11 | Feb 16, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q3 2020 | $1.1B | 11 | Nov 16, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q2 2020 | $1.4B | 14 | Aug 14, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q1 2020 | $724M | 11 | May 15, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q4 2019 | $696M | 12 | Feb 12, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q3 2019 | $657M | 12 | Nov 14, 2019 | 13F-HR | changes · EDGAR ↗ |
| Q2 2019 | $502M | 8 | Aug 14, 2019 | 13F-HR | changes · EDGAR ↗ |
| Q1 2019 | $496M | 8 | May 15, 2019 | 13F-HR | changes · EDGAR ↗ |
| Q4 2018 | $369M | 8 | Feb 14, 2019 | 13F-HR | changes · EDGAR ↗ |
13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.