13F HOLDINGS REPORT
Tsai Capital Corp
Quarter ended Q1 2023 · Filed February 10, 2023 · Accession 0001104659-23-018390
Total Value
$69.1M
Positions
21
Other Managers
0
Confidential Omitted
No
Holdings (21)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | TESLA INC | TSLA | 124,291 | $15.3M | 22.17% |
| 2 | APPLE INC | AAPL | 97,156 | $12.6M | 18.28% |
| 3 | ALPHABET INC | GOOG | 52,535 | $4.7M | 6.75% |
| 4 | AMAZON COM INC | AMZN | 51,922 | $4.4M | 6.32% |
| 5 | NIKE INC | NKE | 28,729 | $3.4M | 4.87% |
| 6 | COSTCO WHSL CORP | 22160K105 | 6,869 | $3.1M | 4.54% |
| 7 | SNOWFLAKE INC | SNOW | 21,251 | $3.1M | 4.42% |
| 8 | IDEXX LABS INC | 45168D104 | 6,608 | $2.7M | 3.90% |
| 9 | COSTAR GROUP INC | CSGP | 31,243 | $2.4M | 3.50% |
| 10 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 31,351 | $2.3M | 3.38% |
| 11 | SHOPIFY INC | SHOP | 62,108 | $2.2M | 3.12% |
| 12 | TRUPANION INC | TRUP | 43,088 | $2.0M | 2.97% |
| 13 | SALESFORCE INC | CRM | 14,707 | $2.0M | 2.82% |
| 14 | SPOTIFY TECHNOLOGY S A | SPOT | 24,490 | $1.9M | 2.80% |
| 15 | AIRBNB INC | ABNB | 21,867 | $1.9M | 2.71% |
| 16 | ANSYS INC | 03662Q105 | 6,740 | $1.6M | 2.36% |
| 17 | MSCI INC | MSCI | 3,140 | $1.5M | 2.11% |
| 18 | MCDONALDS CORP | MCD | 2,580 | $679,907 | 0.98% |
| 19 | ZOETIS INC | ZTS | 4,198 | $615,217 | 0.89% |
| 20 | JOHNSON & JOHNSON | JNJ | 2,460 | $434,559 | 0.63% |
| 21 | ABBVIE INC | ABBV | 2,100 | $339,381 | 0.49% |