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Gobi Capital LLC Buys Netflix Inc, Meta Platforms Inc, Alphabet Inc, Sells Berkshire Hathaway Inc

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Nov 16, 2021
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Investment company Gobi Capital LLC (Current Portfolio) buys Netflix Inc, Meta Platforms Inc, Alphabet Inc, Copart Inc, CDW Corp, sells Berkshire Hathaway Inc during the 3-months ended 2021Q3, according to the most recent filings of the investment company, Gobi Capital LLC. As of 2021Q3, Gobi Capital LLC owns 14 stocks with a total value of $3.8 billion. These are the details of the buys and sells.

For the details of Gobi Capital LLC's stock buys and sells, go to https://www.gurufocus.com/guru/gobi+capital+llc/current-portfolio/portfolio

These are the top 5 holdings of Gobi Capital LLC
  1. Meta Platforms Inc (FB) - 2,149,682 shares, 19.29% of the total portfolio. Shares added by 97.59%
  2. Alphabet Inc (GOOG) - 264,884 shares, 18.67% of the total portfolio. Shares added by 95.93%
  3. Netflix Inc (NFLX) - 836,366 shares, 13.50% of the total portfolio. New Position
  4. Credit Acceptance Corp (CACC) - 734,198 shares, 11.36% of the total portfolio. Shares added by 24.91%
  5. Copart Inc (CPRT) - 1,871,832 shares, 6.87% of the total portfolio. Shares added by 100.00%
New Purchase: Netflix Inc (NFLX)

Gobi Capital LLC initiated holding in Netflix Inc. The purchase prices were between $510.72 and $610.34, with an estimated average price of $550.68. The stock is now traded at around $681.240000. The impact to a portfolio due to this purchase was 13.5%. The holding were 836,366 shares as of 2021-09-30.

Added: Meta Platforms Inc (FB)

Gobi Capital LLC added to a holding in Meta Platforms Inc by 97.59%. The purchase prices were between $336.95 and $382.18, with an estimated average price of $360.33. The stock is now traded at around $342.810000. The impact to a portfolio due to this purchase was 9.53%. The holding were 2,149,682 shares as of 2021-09-30.

Added: Alphabet Inc (GOOG)

Gobi Capital LLC added to a holding in Alphabet Inc by 95.93%. The purchase prices were between $2527.37 and $2916.84, with an estimated average price of $2756.72. The stock is now traded at around $2987.915000. The impact to a portfolio due to this purchase was 9.14%. The holding were 264,884 shares as of 2021-09-30.

Added: Copart Inc (CPRT)

Gobi Capital LLC added to a holding in Copart Inc by 100.00%. The purchase prices were between $134.42 and $152.27, with an estimated average price of $142.83. The stock is now traded at around $160.240000. The impact to a portfolio due to this purchase was 3.44%. The holding were 1,871,832 shares as of 2021-09-30.

Added: CDW Corp (CDW)

Gobi Capital LLC added to a holding in CDW Corp by 100.00%. The purchase prices were between $172.43 and $203.26, with an estimated average price of $188.91. The stock is now traded at around $193.990000. The impact to a portfolio due to this purchase was 3.35%. The holding were 1,391,042 shares as of 2021-09-30.

Added: Atlassian Corporation PLC (TEAM)

Gobi Capital LLC added to a holding in Atlassian Corporation PLC by 100.21%. The purchase prices were between $258.43 and $413.94, with an estimated average price of $333.64. The stock is now traded at around $435.960000. The impact to a portfolio due to this purchase was 3.08%. The holding were 594,074 shares as of 2021-09-30.

Added: Sea Ltd (SE)

Gobi Capital LLC added to a holding in Sea Ltd by 97.89%. The purchase prices were between $267 and $353.36, with an estimated average price of $307.05. The stock is now traded at around $326.025000. The impact to a portfolio due to this purchase was 2.97%. The holding were 712,104 shares as of 2021-09-30.

Sold Out: Berkshire Hathaway Inc (BRK.B)

Gobi Capital LLC sold out a holding in Berkshire Hathaway Inc. The sale prices were between $272.66 and $291.28, with an estimated average price of $280.85.



Here is the complete portfolio of Gobi Capital LLC. Also check out:

1. Gobi Capital LLC's Undervalued Stocks
2. Gobi Capital LLC's Top Growth Companies, and
3. Gobi Capital LLC's High Yield stocks
4. Stocks that Gobi Capital LLC keeps buying
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