Tsai Capital Corp 13F Holdings
CIK 0001574850
As of Sep 30, 2025, Tsai Capital Corp reported 23 positions worth
CIK 0001574850
As of Sep 30, 2025, Tsai Capital Corp reported 23 positions worth
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| TESLA INC | TSLA | Consumer Cyclical | 69,750 | $31.0M | 21.64% |
| QXO INC | QXO | Technology | 1,326,083 | $25.3M | 17.63% |
| APPLE INC | AAPL | Technology | 50,382 | 2.8M | 8.95% |
| AMAZON.COM INC | AMZN | Equity | 36,960 | $8.1M | 5.66% |
| MARKEL GROUP INC | MKL | Financial Services | 3,566 | $6.8M | 4.75% |
| COPART INC | CPRT | Industrials | 140,738 | $6.3M | 4.41% |
| MICROSOFT CORP | MSFT | Technology | 9,672 | $5.0M | 3.49% |
| COSTAR GROUP INC | CSGP | Real Estate | 58,899 | $5.0M | 3.47% |
| NVIDIA CORP | NVDA | Technology | 25,066 | $4.7M | 3.26% |
| COSTCO WHOLESALE CORP | COST | Consumer Defensive | 4,689 | $4.3M | 3.03% |
| ALPHABET INC | GOOG | Equity | 16,715 | $4.1M | 2.84% |
| META PLATFORMS INC | META | Communication Services | 5,368 | $3.9M | 2.75% |
| MSCI INC | MSCI | Financial Services | 6,743 | $3.8M | 2.67% |
| MASTERCARD INC | MA | Financial Services | 5,965 | $3.4M | 2.37% |
| VISA INC-CLASS A SHARES | V | Financial Services | 9,868 | $3.4M | 2.35% |
| ACCENTURE PLC | ACN | Technology | 12,910 | $3.2M | 2.22% |
| TYLER TECHNOLOGIES INC | TYL | Technology | 5,700 | $3.0M | 2.08% |
| IDEXX LABORATORIES INC | IDXX | Healthcare | 4,642 | $3.0M | 2.07% |
| AIRBNB INC | ABNB | Industrials | 23,774 | $2.9M | 2.01% |
| METTLER-TOLEDO INTERNATIONAL | MTD | Healthcare | 1,895 | $2.3M | 1.62% |
| JOHNSON & JOHNSON | JNJ | Healthcare | 2,460 | $456.1K | 0.32% |
| MCDONALDS CORP | MCD | Consumer Cyclical | 1,435 | $436.1K | 0.30% |
| SPDR S&P 500 ETF TRUST | SPY | — | 209 | 39.2K | 0.10% |