13F HOLDINGS REPORT
Tsai Capital Corp
Quarter ended Q2 2024 · Filed August 13, 2024 · Accession 0001104659-24-088730
Total Value
$101.5M
Positions
24
Other Managers
0
Confidential Omitted
No
Holdings (24)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | TESLA INC | TSLA | 131,300 | $26.0M | 25.59% |
| 2 | APPLE INC | AAPL | 74,530 | $15.7M | 15.46% |
| 3 | AMAZON COM INC | AMZN | 32,125 | $6.2M | 6.11% |
| 4 | ALPHABET INC | GOOG | 29,464 | $5.4M | 5.32% |
| 5 | COSTCO WHSL CORP | 22160K105 | 5,461 | $4.6M | 4.57% |
| 6 | MICROSOFT CORP | MSFT | 8,481 | $3.8M | 3.73% |
| 7 | DANAHER CORPORATION | 235851102 | 13,544 | $3.4M | 3.33% |
| 8 | MSCI INC | MSCI | 7,011 | $3.4M | 3.33% |
| 9 | COSTAR GROUP INC | CSGP | 41,195 | $3.1M | 3.01% |
| 10 | TYLER TECHNOLOGIES INC | TYL | 5,761 | $2.9M | 2.85% |
| 11 | MASTERCARD INCORPORATED | MA | 6,123 | $2.7M | 2.66% |
| 12 | NIKE INC | NKE | 35,656 | $2.7M | 2.65% |
| 13 | VISA INC | V | 9,609 | $2.5M | 2.48% |
| 14 | AIRBNB INC | ABNB | 16,507 | $2.5M | 2.46% |
| 15 | IDEXX LABS INC | 45168D104 | 5,127 | $2.5M | 2.46% |
| 16 | ANSYS INC | 03662Q105 | 7,098 | $2.3M | 2.25% |
| 17 | METTLER TOLEDO INTERNATIONAL | MTD | 1,564 | $2.2M | 2.15% |
| 18 | FACTSET RESH SYS INC | 303075105 | 5,282 | $2.2M | 2.12% |
| 19 | COPART INC | CPRT | 38,892 | $2.1M | 2.07% |
| 20 | ACCENTURE PLC IRELAND | ACN | 5,859 | $1.8M | 1.75% |
| 21 | ZOETIS INC | ZTS | 9,788 | $1.7M | 1.67% |
| 22 | MARKEL GROUP INC | MKL | 803 | $1.3M | 1.25% |
| 23 | MCDONALDS CORP | MCD | 1,435 | $365,695 | 0.36% |
| 24 | JOHNSON & JOHNSON | JNJ | 2,460 | $359,554 | 0.35% |