Tsai Capital Corp as of Dec. 31, 2025
Portfolio Holdings for Tsai Capital Corp
Tsai Capital Corp holds 20 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Tesla Motors (TSLA) | 21.4 | $32M | 70k | 449.72 | |
| Qxo Com New (QXO) | 17.6 | $26M | 1.3M | 19.29 | |
| Apple (AAPL) | 8.8 | $13M | 48k | 271.86 | |
| Brookfield Corp Cl A Ltd Vt Sh (BN) | 7.5 | $11M | 241k | 45.89 | |
| Amazon (AMZN) | 7.4 | $11M | 47k | 230.82 | |
| Markel Corporation (MKL) | 5.2 | $7.6M | 3.5k | 2149.65 | |
| Meta Platforms Cl A (META) | 4.1 | $6.0M | 9.1k | 660.09 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 3.5 | $5.1M | 10k | 502.65 | |
| Alphabet Cap Stk Cl C (GOOG) | 3.4 | $5.0M | 16k | 313.80 | |
| Microsoft Corporation (MSFT) | 3.2 | $4.7M | 9.7k | 483.62 | |
| NVIDIA Corporation (NVDA) | 3.1 | $4.6M | 25k | 186.50 | |
| Costco Whsl Corp New Com (COST) | 2.8 | $4.1M | 4.7k | 862.34 | |
| Msci (MSCI) | 2.7 | $4.0M | 7.0k | 573.73 | |
| Visa Com Cl A (V) | 2.4 | $3.5M | 10k | 350.71 | |
| Mastercard Incorporated Cl A (MA) | 2.2 | $3.3M | 5.8k | 570.88 | |
| IDEXX Laboratories (IDXX) | 2.2 | $3.2M | 4.7k | 676.53 | |
| Tyler Technologies (TYL) | 1.9 | $2.7M | 6.0k | 453.95 | |
| McDonald's Corporation (MCD) | 0.3 | $439k | 1.4k | 305.63 | |
| Johnson & Johnson (JNJ) | 0.3 | $370k | 1.8k | 206.95 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.1 | $160k | 235.00 | 681.92 |
