Tsai Capital Corp as of March 31, 2023
Portfolio Holdings for Tsai Capital Corp
Tsai Capital Corp holds 23 positions in its portfolio as reported in the March 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Tesla Motors (TSLA) | 29.2 | $28M | 134k | 207.46 | |
| Apple (AAPL) | 16.5 | $16M | 95k | 164.90 | |
| Amazon (AMZN) | 6.1 | $5.8M | 56k | 103.29 | |
| Alphabet Cap Stk Cl C (GOOG) | 5.4 | $5.1M | 49k | 104.00 | |
| Costco Wholesale Corporation (COST) | 4.8 | $4.6M | 9.2k | 496.87 | |
| Microsoft Corporation (MSFT) | 3.7 | $3.5M | 12k | 288.30 | |
| Spotify Technology S A SHS (SPOT) | 3.6 | $3.4M | 25k | 133.62 | |
| Nike CL B (NKE) | 3.4 | $3.2M | 26k | 122.64 | |
| Snowflake Cl A (SNOW) | 3.2 | $3.0M | 20k | 154.29 | |
| IDEXX Laboratories (IDXX) | 2.9 | $2.7M | 5.5k | 500.08 | |
| Tyler Technologies (TYL) | 2.9 | $2.7M | 7.7k | 354.64 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 2.8 | $2.7M | 29k | 93.02 | |
| CoStar (CSGP) | 2.7 | $2.6M | 38k | 68.85 | |
| Ansys (ANSS) | 2.4 | $2.3M | 6.9k | 332.80 | |
| Brookfield Corp Cl A Ltd Vt Sh (BN) | 2.2 | $2.1M | 64k | 32.59 | |
| Airbnb Cl A (ABNB) | 2.1 | $2.0M | 16k | 124.40 | |
| Msci (MSCI) | 2.0 | $1.9M | 3.3k | 559.69 | |
| Zoetis Cl A (ZTS) | 1.4 | $1.4M | 8.2k | 166.44 | |
| Accenture Plc Ireland Shs Class A (ACN) | 1.0 | $907k | 3.2k | 285.81 | |
| McDonald's Corporation (MCD) | 0.8 | $721k | 2.6k | 279.61 | |
| Johnson & Johnson (JNJ) | 0.4 | $381k | 2.5k | 155.00 | |
| Danaher Corporation (DHR) | 0.3 | $316k | 1.3k | 252.04 | |
| Abbvie (ABBV) | 0.3 | $287k | 1.8k | 159.37 |
