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Gobi Capital Llc
kapitalforvalter · portefølje $2.13 mia. · 13 positioner · rapport pr. 30.06.2026
Aktiepositioner rapport for 30.06.2026, indsendt 14.08.2026; ændring — mod 31.03.2026 · 10
| Selskab | Aktier | Værdi | % af porteføljen | Ændring i kvartalet |
|---|---|---|---|---|
| Meta Platforms, Inc. US:META | 702 909 | $396 mio. | 20.15% | +830 |
| Alphabet Inc. US:GOOG | 864 256 | $305 mio. | 15.54% | — |
| Credit Acceptance Corporatio… US:CACC | 358 067 | $228 mio. | 11.60% | — |
| HCA Healthcare, Inc. US:HCA | 502 045 | $196 mio. | 9.96% | +239 800 |
| UNITEDHEALTH GROUP INC US:UNH | 386 368 | $161 mio. | 8.17% | — |
| Heico Corporation US:HEI-A | 615 183 | $159 mio. | 8.08% | +3 700 |
| Netflix Inc US:NFLX | 2 084 109 | $149 mio. | 7.57% | +12 800 |
| MSCI Inc US:MSCI | 258 211 | $145 mio. | 7.36% | +1 600 |
| Brown & Brown Inc US:BRO | 1 780 046 | $114 mio. | 5.81% | +159 000 |
| KAROOOOO LTD CUSIP Y4600W108 | 2 287 668 | $113 mio. | 5.75% | +87 000 |
I virksomheder i vores database 1
| Selskab | Andel | Aktier | Rapportdato |
|---|---|---|---|
| Karooooo Ltd | 7.41% | 2 287 668 | 2026-06-30 |
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