Tsai Capital Corp as of Sept. 30, 2022
Portfolio Holdings for Tsai Capital Corp
Tsai Capital Corp holds 21 positions in its portfolio as reported in the September 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Tesla Motors (TSLA) | 34.6 | $31M | 118k | 265.25 | |
| Apple (AAPL) | 15.5 | $14M | 101k | 138.20 | |
| Amazon (AMZN) | 6.8 | $6.2M | 55k | 113.00 | |
| Alphabet Cap Stk Cl C (GOOG) | 6.0 | $5.4M | 57k | 96.15 | |
| Snowflake Cl A (SNOW) | 5.4 | $4.8M | 29k | 169.96 | |
| Costco Wholesale Corporation (COST) | 3.7 | $3.3M | 7.0k | 472.25 | |
| salesforce (CRM) | 3.0 | $2.7M | 19k | 143.85 | |
| Spotify Technology S A SHS (SPOT) | 3.0 | $2.7M | 31k | 86.29 | |
| Trupanion (TRUP) | 3.0 | $2.7M | 45k | 59.43 | |
| Nike CL B (NKE) | 2.7 | $2.5M | 30k | 83.11 | |
| CoStar (CSGP) | 2.7 | $2.4M | 34k | 69.66 | |
| Airbnb Com Cl A (ABNB) | 2.6 | $2.3M | 22k | 105.05 | |
| IDEXX Laboratories (IDXX) | 2.6 | $2.3M | 7.1k | 325.75 | |
| Shopify Cl A (SHOP) | 2.0 | $1.8M | 65k | 26.94 | |
| Ansys (ANSS) | 1.7 | $1.5M | 6.8k | 221.64 | |
| Moody's Corporation (MCO) | 1.4 | $1.3M | 5.3k | 243.20 | |
| Msci (MSCI) | 1.4 | $1.3M | 3.0k | 421.73 | |
| McDonald's Corporation (MCD) | 0.7 | $595k | 2.6k | 230.62 | |
| Monday SHS (MNDY) | 0.5 | $430k | 3.8k | 113.22 | |
| Johnson & Johnson (JNJ) | 0.4 | $402k | 2.5k | 163.41 | |
| Abbvie (ABBV) | 0.4 | $322k | 2.4k | 134.17 |
