Tsai Capital Corp as of Dec. 31, 2023
Portfolio Holdings for Tsai Capital Corp
Tsai Capital Corp holds 23 positions in its portfolio as reported in the December 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Tesla Motors (TSLA) | 29.4 | $32M | 129k | 248.48 | |
| Apple (AAPL) | 14.5 | $16M | 82k | 192.53 | |
| Alphabet Cap Stk Cl C (GOOG) | 6.3 | $6.9M | 49k | 140.93 | |
| Amazon (AMZN) | 6.2 | $6.8M | 45k | 151.94 | |
| Costco Whsl Corp New Com (COST) | 4.5 | $4.9M | 7.4k | 660.08 | |
| Microsoft Corporation (MSFT) | 3.8 | $4.1M | 11k | 376.04 | |
| Nike CL B (NKE) | 3.1 | $3.4M | 31k | 108.57 | |
| CoStar (CSGP) | 3.1 | $3.4M | 38k | 87.39 | |
| Mastercard Incorporated Cl A (MA) | 2.7 | $3.0M | 7.0k | 426.51 | |
| Danaher Corporation (DHR) | 2.7 | $3.0M | 13k | 231.34 | |
| IDEXX Laboratories (IDXX) | 2.7 | $2.9M | 5.3k | 555.05 | |
| Visa Com Cl A (V) | 2.6 | $2.9M | 11k | 260.35 | |
| Msci (MSCI) | 2.6 | $2.9M | 5.1k | 565.65 | |
| FactSet Research Systems (FDS) | 2.3 | $2.5M | 5.3k | 477.05 | |
| Ansys (ANSS) | 2.3 | $2.5M | 6.8k | 362.88 | |
| Tyler Technologies (TYL) | 2.1 | $2.2M | 5.4k | 418.12 | |
| Hershey Company (HSY) | 2.0 | $2.2M | 12k | 186.45 | |
| Airbnb Com Cl A (ABNB) | 2.0 | $2.2M | 16k | 136.14 | |
| Zoetis Cl A (ZTS) | 1.7 | $1.8M | 9.2k | 197.37 | |
| Mettler-Toledo International (MTD) | 1.6 | $1.7M | 1.4k | 1212.96 | |
| Accenture Plc Ireland Shs Class A (ACN) | 1.1 | $1.2M | 3.5k | 350.91 | |
| McDonald's Corporation (MCD) | 0.4 | $426k | 1.4k | 296.51 | |
| Johnson & Johnson (JNJ) | 0.4 | $386k | 2.5k | 156.74 |
