Tsai Capital Corp as of Dec. 31, 2022
Portfolio Holdings for Tsai Capital Corp
Tsai Capital Corp holds 21 positions in its portfolio as reported in the December 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Tesla Motors (TSLA) | 22.2 | $15M | 124k | 123.18 | |
| Apple (AAPL) | 18.3 | $13M | 97k | 129.93 | |
| Alphabet Cap Stk Cl C (GOOG) | 6.7 | $4.7M | 53k | 88.73 | |
| Amazon (AMZN) | 6.3 | $4.4M | 52k | 84.00 | |
| Nike CL B (NKE) | 4.9 | $3.4M | 29k | 117.01 | |
| Costco Whsl Corp New Com (COST) | 4.5 | $3.1M | 6.9k | 456.50 | |
| Snowflake Cl A (SNOW) | 4.4 | $3.1M | 21k | 143.54 | |
| IDEXX Laboratories (IDXX) | 3.9 | $2.7M | 6.6k | 407.96 | |
| CoStar (CSGP) | 3.5 | $2.4M | 31k | 77.28 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 3.4 | $2.3M | 31k | 74.49 | |
| Shopify Cl A (SHOP) | 3.1 | $2.2M | 62k | 34.71 | |
| Trupanion (TRUP) | 3.0 | $2.0M | 43k | 47.53 | |
| salesforce (CRM) | 2.8 | $2.0M | 15k | 132.59 | |
| Spotify Technology S A SHS (SPOT) | 2.8 | $1.9M | 25k | 78.95 | |
| Airbnb Com Cl A (ABNB) | 2.7 | $1.9M | 22k | 85.50 | |
| Ansys (ANSS) | 2.4 | $1.6M | 6.7k | 241.59 | |
| Msci (MSCI) | 2.1 | $1.5M | 3.1k | 465.17 | |
| McDonald's Corporation (MCD) | 1.0 | $680k | 2.6k | 263.53 | |
| Zoetis Cl A (ZTS) | 0.9 | $615k | 4.2k | 146.55 | |
| Johnson & Johnson (JNJ) | 0.6 | $435k | 2.5k | 176.65 | |
| Abbvie (ABBV) | 0.5 | $339k | 2.1k | 161.61 |
