Tsai Capital Corp as of June 30, 2023
Portfolio Holdings for Tsai Capital Corp
Tsai Capital Corp holds 23 positions in its portfolio as reported in the June 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Tesla Motors (TSLA) | 31.8 | $35M | 134k | 261.77 | |
| Apple (AAPL) | 16.7 | $19M | 95k | 193.97 | |
| Amazon (AMZN) | 6.5 | $7.2M | 55k | 130.36 | |
| Alphabet Cap Stk Cl C (GOOG) | 5.2 | $5.7M | 47k | 120.97 | |
| Costco Wholesale Corporation (COST) | 3.8 | $4.2M | 7.7k | 538.38 | |
| Microsoft Corporation (MSFT) | 3.7 | $4.1M | 12k | 340.54 | |
| CoStar (CSGP) | 3.2 | $3.5M | 39k | 89.00 | |
| Snowflake Cl A (SNOW) | 3.1 | $3.5M | 20k | 175.98 | |
| Tyler Technologies (TYL) | 3.0 | $3.3M | 7.8k | 416.47 | |
| Nike CL B (NKE) | 2.7 | $3.0M | 27k | 110.37 | |
| IDEXX Laboratories (IDXX) | 2.6 | $2.8M | 5.6k | 502.23 | |
| Visa Cl A (V) | 2.5 | $2.7M | 12k | 237.48 | |
| Msci (MSCI) | 2.4 | $2.7M | 5.6k | 469.29 | |
| Ansys (ANSS) | 2.1 | $2.3M | 6.9k | 330.27 | |
| FactSet Research Systems (FDS) | 2.0 | $2.2M | 5.5k | 400.65 | |
| Brookfield Corp Cl A Ltd Vt Sh (BN) | 2.0 | $2.2M | 65k | 33.65 | |
| Airbnb Cl A (ABNB) | 1.9 | $2.1M | 17k | 128.16 | |
| Zoetis Cl A (ZTS) | 1.3 | $1.5M | 8.5k | 172.21 | |
| Danaher Corporation (DHR) | 1.1 | $1.3M | 5.3k | 240.00 | |
| Accenture Plc Ireland Shs Class A (ACN) | 1.0 | $1.1M | 3.6k | 308.58 | |
| McDonald's Corporation (MCD) | 0.7 | $770k | 2.6k | 298.41 | |
| Johnson & Johnson (JNJ) | 0.4 | $407k | 2.5k | 165.52 | |
| Abbvie (ABBV) | 0.2 | $243k | 1.8k | 134.73 |
