Gobi Capital LLC

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Assets, Funds, Holdings

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Gobi Capital LLC
CRD #151427
SEC #801-108076
CIK #0001698060
AUM $2.7 B (2026-03-31)
Employees 4 (100% Investors, 0% Brokers)
Phone415-288-7288
Address8820 Wilshire Boulevard
Beverly Hills, CA 90211
Source [IAPD] [EDGAR] [Website] [LinkedIn]
Total AUM ($B)
3.02.41.81.20.60.02010201520212027
Sector Form 13F Holdings Value ($B)
Facebook Inc 0.4
Alphabet Inc 0.2
Netflix Inc 0.2
Credit Acceptance Corp 0.2
MSCI Inc 0.1
HCA Holdings Inc 0.1
Karooooo Ltd 0.1
Brown & Brown Inc 0.1
UnitedHealth Group Inc 0.1
Taiwan Semiconductor Manufacturing Co Ltd 0.1
Holdings by Sector ($B)
3.02.41.81.20.60.02016201920232027
Type Form D Funds Date Sold ($M) AUM ($M)
HF Druid Investment Partners LP [2016-06-28] 70.0 249.8
HF Gobi Concentrated Master Fund Ltd [2016-06-28] 370.4 1,057.0
HF Gobi Master Fund Ltd [2016-06-28] 385.5 1,081.9
AUM Breakdown Accounts AUM ($B)
By Client Type
(a) Individuals (other than high net worth individuals) 0 0.0
(b) Individuals (high net worth individuals) 0 0.0
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 7 2.4
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 1 0.3
(n) Other 0 0.0
Total 8 2.7
By Discretionary
Discretionary 8 2.7
Non-Discretionary 0 0.0
Total 8 2.7
By Non-United States Persons
Non-United States Persons 0.8
United States Persons 1.8
Total 8 2.7
Form D Directors Role # Filings # Firms 2011 - 2026
Bo Shan 6 2
Gobi Capital LLC 4 2
EDGAR Form CIK 2011 - 2026
13F-HR [0001698060]
SC 13G [0001698060]
Form 13D/13G Filer Form 13D/13G Subject Filed
Gobi Capital LLC Karooooo Ltd [2022-02-07]
Gobi Capital LLC Gobi Acquisition Corp [2021-07-09]
Gobi Capital LLC Ituran Location & Control Ltd [2020-02-14]
Comparable Firms State AUM ($B)
Serone Capital Management LLP
2.7
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Sound Point Commercial Real Estate Finance LLC
NY 2.7
Mangrove Partners IM LLC
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1Sharpe Capital LLC
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Hook Mill Capital Partners LP
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Advanced Portfolio Management LLC
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Cadian Capital Management LP
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Eversept Partners LP
NY 2.7
Variant Investments LLC
OR 2.6
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