Tsai Capital Corp as of Dec. 31, 2024
Portfolio Holdings for Tsai Capital Corp
Tsai Capital Corp holds 25 positions in its portfolio as reported in the December 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Tesla Motors (TSLA) | 20.5 | $28M | 70k | 403.84 | |
| Qxo Com New (QXO) | 14.8 | $20M | 1.3M | 15.90 | |
| Apple (AAPL) | 9.4 | $13M | 51k | 250.42 | |
| Alphabet Cap Stk Cl C (GOOG) | 4.6 | $6.3M | 33k | 190.44 | |
| Amazon (AMZN) | 4.6 | $6.3M | 29k | 219.39 | |
| Costco Whsl Corp New Com (COST) | 3.6 | $4.9M | 5.3k | 916.27 | |
| Markel Corporation (MKL) | 3.3 | $4.5M | 2.6k | 1726.23 | |
| CoStar (CSGP) | 3.2 | $4.4M | 61k | 71.59 | |
| Msci (MSCI) | 3.1 | $4.3M | 7.1k | 600.01 | |
| Microsoft Corporation (MSFT) | 3.0 | $4.1M | 9.8k | 421.50 | |
| Nike CL B (NKE) | 2.9 | $3.9M | 52k | 75.67 | |
| IDEXX Laboratories (IDXX) | 2.6 | $3.6M | 8.8k | 413.44 | |
| Copart (CPRT) | 2.6 | $3.5M | 62k | 57.39 | |
| Danaher Corporation (DHR) | 2.4 | $3.3M | 14k | 229.55 | |
| Tyler Technologies (TYL) | 2.4 | $3.3M | 5.7k | 576.64 | |
| Mastercard Incorporated Cl A (MA) | 2.3 | $3.2M | 6.1k | 526.57 | |
| Visa Com Cl A (V) | 2.3 | $3.2M | 10k | 316.04 | |
| FactSet Research Systems (FDS) | 2.3 | $3.2M | 6.6k | 480.28 | |
| Airbnb Com Cl A (ABNB) | 2.3 | $3.2M | 24k | 131.41 | |
| Ansys (ANSS) | 2.2 | $3.0M | 8.9k | 337.33 | |
| Accenture Plc Ireland Shs Class A (ACN) | 2.1 | $2.8M | 8.1k | 351.79 | |
| Zoetis Cl A (ZTS) | 1.7 | $2.4M | 15k | 162.93 | |
| Mettler-Toledo International (MTD) | 1.4 | $1.9M | 1.5k | 1223.68 | |
| McDonald's Corporation (MCD) | 0.3 | $416k | 1.4k | 289.89 | |
| Johnson & Johnson (JNJ) | 0.3 | $356k | 2.5k | 144.62 |
