Tsai Capital Corp as of Sept. 30, 2024
Portfolio Holdings for Tsai Capital Corp
Tsai Capital Corp holds 25 positions in its portfolio as reported in the September 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Qxo Com New (QXO) | 15.4 | $19M | 1.2M | 15.77 | |
| Tesla Motors (TSLA) | 14.8 | $18M | 70k | 261.63 | |
| Apple (AAPL) | 9.6 | $12M | 51k | 233.00 | |
| Amazon (AMZN) | 4.4 | $5.4M | 29k | 186.33 | |
| Nike CL B (NKE) | 4.3 | $5.3M | 60k | 88.40 | |
| Alphabet Cap Stk Cl C (GOOG) | 4.0 | $4.9M | 30k | 167.19 | |
| Costco Whsl Corp New Com (COST) | 4.0 | $4.9M | 5.6k | 886.52 | |
| CoStar (CSGP) | 3.7 | $4.6M | 61k | 75.44 | |
| Markel Corporation (MKL) | 3.6 | $4.4M | 2.8k | 1568.58 | |
| Danaher Corporation (DHR) | 3.2 | $3.9M | 14k | 278.02 | |
| Msci (MSCI) | 3.1 | $3.8M | 6.5k | 582.93 | |
| Microsoft Corporation (MSFT) | 3.0 | $3.7M | 8.6k | 430.30 | |
| Tyler Technologies (TYL) | 2.8 | $3.4M | 5.8k | 583.72 | |
| FactSet Research Systems (FDS) | 2.5 | $3.1M | 6.7k | 459.85 | |
| Airbnb Com Cl A (ABNB) | 2.5 | $3.1M | 24k | 126.81 | |
| Mastercard Incorporated Cl A (MA) | 2.5 | $3.0M | 6.1k | 493.80 | |
| IDEXX Laboratories (IDXX) | 2.4 | $2.9M | 5.8k | 505.22 | |
| Accenture Plc Ireland Shs Class A (ACN) | 2.4 | $2.9M | 8.2k | 353.48 | |
| Copart (CPRT) | 2.3 | $2.9M | 55k | 52.40 | |
| Ansys (ANSS) | 2.3 | $2.8M | 8.9k | 318.63 | |
| Visa Com Cl A (V) | 2.3 | $2.8M | 10k | 274.95 | |
| Zoetis Cl A (ZTS) | 2.2 | $2.7M | 14k | 195.38 | |
| Mettler-Toledo International (MTD) | 2.0 | $2.5M | 1.7k | 1499.70 | |
| McDonald's Corporation (MCD) | 0.4 | $437k | 1.4k | 304.51 | |
| Johnson & Johnson (JNJ) | 0.3 | $399k | 2.5k | 162.06 |
