Tsai Capital Corp 13F Portfolio

EntityCategoryQoQ AUM ChangeAUM (13F)# of HoldingsPerformance RankEquities Trend
TC
Tsai Capital Corp
Institutional Filer 8.50%$134.4M19

Current Portfolio Holdings

Showing all 19 reported positions by value

#StockCompany NameSectorShares HeldMarket Value% of Portfolio
1TSLATesla, Inc.Consumer Cyclical71K$26.3M19.54%
2QXOQXO, Inc.Technology1.3M$25.3M18.82%
3AAPLApple Inc.Technology49K$12.4M9.23%
4AMZNAmazon.com, Inc.Consumer Cyclical49K$10.3M7.66%
5BNBrookfield CorporationFinancial Services248K$10.0M7.47%
6CSGPCoStar Group, Inc.Real Estate227K$9.1M6.81%
7BRKBBERKSHIRE HATHAWAY INC DEL14K$6.6M4.93%
8METAMeta Platforms, Inc.Technology9K$5.3M3.94%
9GOOGAlphabet Inc.Technology16K$4.6M3.45%
10NVDANVIDIA CorporationTechnology25K$4.4M3.27%
11MSCIMSCI Inc.Financial Services7K$3.9M2.93%
12MSFTMicrosoft CorporationTechnology10K$3.7M2.76%
13VVisa Inc.Financial Services10K$3.1M2.32%
14MAMastercard IncorporatedFinancial Services6K$3.0M2.24%
15IDXXIDEXX Laboratories, Inc.Healthcare5K$2.7M2.00%
Showing 1 to 15 of 19 holdings