0001420506-19-001138.txt : 20191114 0001420506-19-001138.hdr.sgml : 20191114 20191114103842 ACCESSION NUMBER: 0001420506-19-001138 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20190930 FILED AS OF DATE: 20191114 DATE AS OF CHANGE: 20191114 EFFECTIVENESS DATE: 20191114 FILER: COMPANY DATA: COMPANY CONFORMED NAME: GOBI CAPITAL LLC CENTRAL INDEX KEY: 0001698060 IRS NUMBER: 270710158 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-17895 FILM NUMBER: 191217426 BUSINESS ADDRESS: STREET 1: 909 MONTGOMERY STREET, SUITE 400 CITY: SAN FRANCISCO STATE: CA ZIP: 94133 BUSINESS PHONE: 415-288-7288 MAIL ADDRESS: STREET 1: 909 MONTGOMERY STREET, SUITE 400 CITY: SAN FRANCISCO STATE: CA ZIP: 94133 13F-HR 1 primary_doc.xml 13F-HR LIVE false true false 0001698060 XXXXXXXX 09-30-2019 09-30-2019 false Gobi Capital LLC

909 Montgomery Street, Suite 400 San Francisco CA 94133

13F HOLDINGS REPORT 028-17895 N Steven Chen 415-288-7288 Steven Chen, Chief Compliance Officer San Francisco CA 11-14-2019 0 12 656791 false INFORMATION TABLE 2 Form13F_InfoTable.xml INFORMATION TABLE FOR GOBI CAPITAL LLC ALLIANCE DATA SYSTEMS CORP COM 018581108 49706 387936 SH SOLE 387936 0 0 ALPHABET INC CAP STK CL C 02079K107 123464 101283 SH SOLE 101283 0 0 BAIDU INC SPON ADR REP A 056752108 26457 257460 SH SOLE 257460 0 0 CDW CORP COM 12514G108 18679 151565 SH SOLE 151565 0 0 CREDIT ACCEP CORP MICH COM 225310101 149179 323382 SH SOLE 323382 0 0 FACEBOOK INC CL A 30303M102 133666 750596 SH SOLE 750596 0 0 ITURAN LOCATION AND CONTROL SHS M6158M104 36135 1456192 SH SOLE 1456192 0 0 OLD DOMINION FREIGHT LINE IN COM 679580100 14541 85550 SH SOLE 85550 0 0 RMR GROUP INC CL A 74967R106 7714 169606 SH SOLE 169606 0 0 SEA LTD SPONSORED ADS 81141R100 36854 1190760 SH SOLE 1190760 0 0 TESLA INC NOTE 2.375% 3/1 88160RAD3 11372 11185000 SH SOLE 11185000 0 0 VISA INC COM CL A 92826C839 49024 285000 SH SOLE 285000 0 0