Tsai Capital Corp as of June 30, 2024
Portfolio Holdings for Tsai Capital Corp
Tsai Capital Corp holds 24 positions in its portfolio as reported in the June 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Tesla Motors (TSLA) | 25.6 | $26M | 131k | 197.88 | |
| Apple (AAPL) | 15.5 | $16M | 75k | 210.62 | |
| Amazon (AMZN) | 6.1 | $6.2M | 32k | 193.25 | |
| Alphabet Cap Stk Cl C (GOOG) | 5.3 | $5.4M | 30k | 183.42 | |
| Costco Whsl Corp New Com (COST) | 4.6 | $4.6M | 5.5k | 849.99 | |
| Microsoft Corporation (MSFT) | 3.7 | $3.8M | 8.5k | 446.95 | |
| Danaher Corporation (DHR) | 3.3 | $3.4M | 14k | 249.85 | |
| Msci (MSCI) | 3.3 | $3.4M | 7.0k | 481.75 | |
| CoStar (CSGP) | 3.0 | $3.1M | 41k | 74.14 | |
| Tyler Technologies (TYL) | 2.9 | $2.9M | 5.8k | 502.78 | |
| Mastercard Incorporated Cl A (MA) | 2.7 | $2.7M | 6.1k | 441.16 | |
| Nike CL B (NKE) | 2.6 | $2.7M | 36k | 75.37 | |
| Visa Com Cl A (V) | 2.5 | $2.5M | 9.6k | 262.47 | |
| Airbnb Com Cl A (ABNB) | 2.5 | $2.5M | 17k | 151.63 | |
| IDEXX Laboratories (IDXX) | 2.5 | $2.5M | 5.1k | 487.20 | |
| Ansys (ANSS) | 2.2 | $2.3M | 7.1k | 321.50 | |
| Mettler-Toledo International (MTD) | 2.2 | $2.2M | 1.6k | 1397.59 | |
| FactSet Research Systems (FDS) | 2.1 | $2.2M | 5.3k | 408.27 | |
| Copart (CPRT) | 2.1 | $2.1M | 39k | 54.16 | |
| Accenture Plc Ireland Shs Class A (ACN) | 1.8 | $1.8M | 5.9k | 303.41 | |
| Zoetis Cl A (ZTS) | 1.7 | $1.7M | 9.8k | 173.36 | |
| Markel Corporation (MKL) | 1.2 | $1.3M | 803.00 | 1575.66 | |
| McDonald's Corporation (MCD) | 0.4 | $366k | 1.4k | 254.84 | |
| Johnson & Johnson (JNJ) | 0.4 | $360k | 2.5k | 146.16 |
