Tsai Capital Corp as of June 30, 2025
Portfolio Holdings for Tsai Capital Corp
Tsai Capital Corp holds 28 positions in its portfolio as reported in the June 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Qxo Com New (QXO) | 19.1 | $26M | 1.2M | 21.54 | |
| Tesla Motors (TSLA) | 16.2 | $22M | 70k | 317.66 | |
| Apple (AAPL) | 7.7 | $11M | 51k | 205.17 | |
| Amazon (AMZN) | 4.4 | $6.0M | 28k | 219.39 | |
| Markel Corporation (MKL) | 3.5 | $4.8M | 2.4k | 1997.36 | |
| CoStar (CSGP) | 3.5 | $4.7M | 59k | 80.40 | |
| Costco Whsl Corp New Com (COST) | 3.4 | $4.6M | 4.7k | 989.94 | |
| Microsoft Corporation (MSFT) | 3.4 | $4.6M | 9.2k | 497.41 | |
| Copart (CPRT) | 3.1 | $4.3M | 87k | 49.07 | |
| Msci (MSCI) | 2.8 | $3.8M | 6.6k | 576.74 | |
| Meta Platforms Cl A (META) | 2.7 | $3.7M | 5.0k | 738.09 | |
| Nike CL B (NKE) | 2.6 | $3.5M | 49k | 71.04 | |
| Visa Com Cl A (V) | 2.5 | $3.5M | 9.8k | 355.05 | |
| Mastercard Incorporated Cl A (MA) | 2.5 | $3.4M | 6.0k | 561.94 | |
| Tyler Technologies (TYL) | 2.4 | $3.3M | 5.6k | 592.84 | |
| Ansys (ANSS) | 2.4 | $3.2M | 9.2k | 351.22 | |
| Airbnb Com Cl A (ABNB) | 2.3 | $3.1M | 23k | 132.34 | |
| FactSet Research Systems (FDS) | 2.2 | $3.0M | 6.7k | 447.28 | |
| Alphabet Cap Stk Cl C (GOOG) | 2.2 | $3.0M | 17k | 177.39 | |
| NVIDIA Corporation (NVDA) | 2.1 | $2.9M | 18k | 157.99 | |
| Arch Cap Group Ord (ACGL) | 2.0 | $2.7M | 30k | 91.05 | |
| IDEXX Laboratories (IDXX) | 1.8 | $2.5M | 4.6k | 536.34 | |
| Accenture Plc Ireland Shs Class A (ACN) | 1.6 | $2.2M | 7.3k | 298.89 | |
| Mettler-Toledo International (MTD) | 1.6 | $2.2M | 1.9k | 1174.72 | |
| Danaher Corporation (DHR) | 1.4 | $1.9M | 9.5k | 197.54 | |
| McDonald's Corporation (MCD) | 0.3 | $419k | 1.4k | 292.17 | |
| Johnson & Johnson (JNJ) | 0.3 | $376k | 2.5k | 152.75 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.1 | $129k | 209.00 | 617.85 |
