Tsai Capital Corp as of March 31, 2024
Portfolio Holdings for Tsai Capital Corp
Tsai Capital Corp holds 23 positions in its portfolio as reported in the March 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Tesla Motors (TSLA) | 23.7 | $23M | 131k | 175.79 | |
| Apple (AAPL) | 14.4 | $14M | 81k | 171.48 | |
| Amazon (AMZN) | 7.4 | $7.2M | 40k | 180.38 | |
| Alphabet Cap Stk Cl C (GOOG) | 7.2 | $7.0M | 46k | 152.26 | |
| Costco Whsl Corp New Com (COST) | 4.2 | $4.1M | 5.6k | 732.63 | |
| CoStar (CSGP) | 4.0 | $3.9M | 40k | 96.60 | |
| Microsoft Corporation (MSFT) | 3.6 | $3.5M | 8.4k | 420.72 | |
| Danaher Corporation (DHR) | 3.5 | $3.4M | 14k | 249.72 | |
| Nike CL B (NKE) | 3.4 | $3.3M | 35k | 93.98 | |
| Msci (MSCI) | 3.1 | $3.0M | 5.4k | 560.45 | |
| Mastercard Incorporated Cl A (MA) | 3.0 | $3.0M | 6.1k | 481.57 | |
| IDEXX Laboratories (IDXX) | 2.9 | $2.8M | 5.1k | 539.93 | |
| Airbnb Com Cl A (ABNB) | 2.8 | $2.7M | 17k | 164.96 | |
| Visa Com Cl A (V) | 2.8 | $2.7M | 9.6k | 279.08 | |
| Tyler Technologies (TYL) | 2.5 | $2.5M | 5.8k | 425.01 | |
| Ansys (ANSS) | 2.5 | $2.4M | 7.0k | 347.16 | |
| FactSet Research Systems (FDS) | 2.5 | $2.4M | 5.2k | 454.39 | |
| Mettler-Toledo International (MTD) | 2.1 | $2.0M | 1.5k | 1331.29 | |
| Zoetis Cl A (ZTS) | 1.5 | $1.5M | 8.8k | 169.21 | |
| Accenture Plc Ireland Shs Class A (ACN) | 1.2 | $1.2M | 3.3k | 346.61 | |
| Markel Corporation (MKL) | 0.9 | $835k | 549.00 | 1521.48 | |
| McDonald's Corporation (MCD) | 0.4 | $405k | 1.4k | 281.95 | |
| Johnson & Johnson (JNJ) | 0.4 | $389k | 2.5k | 158.19 |
