Tsai Capital Corp as of March 31, 2025
Portfolio Holdings for Tsai Capital Corp
Tsai Capital Corp holds 26 positions in its portfolio as reported in the March 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Tesla Motors (TSLA) | 15.6 | $19M | 73k | 259.16 | |
| Qxo Com New (QXO) | 13.9 | $17M | 1.2M | 13.54 | |
| Apple (AAPL) | 9.4 | $11M | 51k | 222.13 | |
| Markel Corporation (MKL) | 4.7 | $5.7M | 3.0k | 1869.61 | |
| CoStar (CSGP) | 4.5 | $5.5M | 70k | 79.23 | |
| Amazon (AMZN) | 4.3 | $5.3M | 28k | 190.26 | |
| Costco Whsl Corp New Com (COST) | 3.8 | $4.6M | 4.9k | 945.78 | |
| Alphabet Cap Stk Cl C (GOOG) | 3.8 | $4.6M | 30k | 156.23 | |
| IDEXX Laboratories (IDXX) | 3.2 | $3.9M | 9.2k | 419.95 | |
| Msci (MSCI) | 3.1 | $3.7M | 6.6k | 565.50 | |
| Copart (CPRT) | 3.1 | $3.7M | 66k | 56.59 | |
| Nike CL B (NKE) | 2.9 | $3.5M | 55k | 63.48 | |
| Visa Com Cl A (V) | 2.9 | $3.5M | 9.9k | 350.46 | |
| Microsoft Corporation (MSFT) | 2.9 | $3.5M | 9.3k | 375.39 | |
| Mastercard Incorporated Cl A (MA) | 2.7 | $3.3M | 6.0k | 548.12 | |
| Tyler Technologies (TYL) | 2.7 | $3.3M | 5.6k | 581.39 | |
| FactSet Research Systems (FDS) | 2.5 | $3.1M | 6.7k | 454.64 | |
| Ansys (ANSS) | 2.4 | $2.9M | 9.3k | 316.56 | |
| Meta Platforms Cl A (META) | 2.4 | $2.9M | 5.0k | 576.36 | |
| Airbnb Com Cl A (ABNB) | 2.4 | $2.9M | 24k | 119.46 | |
| Arch Cap Group Ord (ACGL) | 2.4 | $2.9M | 30k | 96.18 | |
| Accenture Plc Ireland Shs Class A (ACN) | 2.1 | $2.5M | 8.1k | 312.04 | |
| NVIDIA Corporation (NVDA) | 1.6 | $2.0M | 18k | 108.38 | |
| McDonald's Corporation (MCD) | 0.4 | $448k | 1.4k | 312.37 | |
| Johnson & Johnson (JNJ) | 0.3 | $408k | 2.5k | 165.84 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.1 | $136k | 243.00 | 559.39 |
