Tsai Capital Corp as of June 30, 2026
Portfolio Holdings for Tsai Capital Corp
Tsai Capital Corp holds 17 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Tesla Motors (TSLA) | 21.9 | $30M | 71k | 420.60 | |
| Qxo Com New (QXO) | 14.7 | $20M | 1.2M | 17.28 | |
| Apple (AAPL) | 10.4 | $14M | 49k | 289.36 | |
| Amazon (AMZN) | 8.6 | $12M | 49k | 238.34 | |
| Brookfield Corp Cl A Ltd Vt Sh (BN) | 6.2 | $8.4M | 197k | 42.59 | |
| CoStar (CSGP) | 6.2 | $8.3M | 294k | 28.32 | |
| NVIDIA Corporation (NVDA) | 5.2 | $7.1M | 35k | 200.09 | |
| Microsoft Corporation (MSFT) | 5.1 | $6.9M | 19k | 373.02 | |
| Space Exploration Techn Corp Class A Com Stk (SPCX) | 4.9 | $6.7M | 39k | 170.86 | |
| Alphabet Cap Stk Cl C (GOOG) | 4.2 | $5.7M | 16k | 353.33 | |
| Meta Platforms Cl A (META) | 3.7 | $5.0M | 8.9k | 563.29 | |
| Msci (MSCI) | 3.0 | $4.1M | 7.3k | 560.04 | |
| Visa Com Cl A (V) | 2.6 | $3.5M | 10k | 343.09 | |
| Mastercard Incorporated Cl A (MA) | 2.3 | $3.1M | 6.0k | 513.60 | |
| Ishares Tr 0-3 Mnth Treasry (SGOV) | 0.4 | $572k | 5.7k | 100.67 | |
| McDonald's Corporation (MCD) | 0.3 | $388k | 1.4k | 270.31 | |
| State Strt Spdr S&p Etf T Tr Unit (SPY) | 0.2 | $205k | 274.00 | 746.77 |
