Tsai Capital Corp as of Sept. 30, 2025
Portfolio Holdings for Tsai Capital Corp
Tsai Capital Corp holds 23 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Tesla Motors (TSLA) | 21.6 | $31M | 70k | 444.72 | |
| Qxo Com New (QXO) | 17.6 | $25M | 1.3M | 19.06 | |
| Apple (AAPL) | 8.9 | $13M | 50k | 254.63 | |
| Amazon (AMZN) | 5.7 | $8.1M | 37k | 219.57 | |
| Markel Corporation (MKL) | 4.8 | $6.8M | 3.6k | 1911.36 | |
| Copart (CPRT) | 4.4 | $6.3M | 141k | 44.97 | |
| Microsoft Corporation (MSFT) | 3.5 | $5.0M | 9.7k | 517.95 | |
| CoStar (CSGP) | 3.5 | $5.0M | 59k | 84.37 | |
| NVIDIA Corporation (NVDA) | 3.3 | $4.7M | 25k | 186.58 | |
| Costco Whsl Corp New Com (COST) | 3.0 | $4.3M | 4.7k | 925.63 | |
| Alphabet Cap Stk Cl C (GOOG) | 2.8 | $4.1M | 17k | 243.55 | |
| Meta Platforms Cl A (META) | 2.7 | $3.9M | 5.4k | 734.38 | |
| Msci (MSCI) | 2.7 | $3.8M | 6.7k | 567.41 | |
| Mastercard Incorporated Cl A (MA) | 2.4 | $3.4M | 6.0k | 568.81 | |
| Visa Com Cl A (V) | 2.3 | $3.4M | 9.9k | 341.38 | |
| Accenture Plc Ireland Shs Class A (ACN) | 2.2 | $3.2M | 13k | 246.60 | |
| Tyler Technologies (TYL) | 2.1 | $3.0M | 5.7k | 523.16 | |
| IDEXX Laboratories (IDXX) | 2.1 | $3.0M | 4.6k | 638.89 | |
| Airbnb Com Cl A (ABNB) | 2.0 | $2.9M | 24k | 121.42 | |
| Mettler-Toledo International (MTD) | 1.6 | $2.3M | 1.9k | 1227.61 | |
| Johnson & Johnson (JNJ) | 0.3 | $456k | 2.5k | 185.42 | |
| McDonald's Corporation (MCD) | 0.3 | $436k | 1.4k | 303.89 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.1 | $139k | 209.00 | 666.18 |
