13F HOLDINGS REPORT
Tsai Capital Corp
Quarter ended Q3 2024 · Filed November 14, 2024 · Accession 0001104659-24-118202
Total Value
$123.0M
Positions
25
Other Managers
0
Confidential Omitted
No
Holdings (25)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | QXO INC | QXO-PB | 1,200,000 | $18.9M | 15.38% |
| 2 | TESLA INC | TSLA | 69,695 | $18.2M | 14.82% |
| 3 | APPLE INC | AAPL | 50,941 | $11.9M | 9.65% |
| 4 | AMAZON COM INC | AMZN | 28,930 | $5.4M | 4.38% |
| 5 | NIKE INC | NKE | 60,248 | $5.3M | 4.33% |
| 6 | ALPHABET INC | GOOG | 29,602 | $4.9M | 4.02% |
| 7 | COSTCO WHSL CORP | 22160K105 | 5,563 | $4.9M | 4.01% |
| 8 | COSTAR GROUP INC | CSGP | 60,922 | $4.6M | 3.74% |
| 9 | MARKEL GROUP INC | MKL | 2,827 | $4.4M | 3.60% |
| 10 | DANAHER CORPORATION | 235851102 | 14,149 | $3.9M | 3.20% |
| 11 | MSCI INC | MSCI | 6,512 | $3.8M | 3.09% |
| 12 | MICROSOFT CORP | MSFT | 8,576 | $3.7M | 3.00% |
| 13 | TYLER TECHNOLOGIES INC | TYL | 5,824 | $3.4M | 2.76% |
| 14 | FACTSET RESH SYS INC | 303075105 | 6,728 | $3.1M | 2.51% |
| 15 | AIRBNB INC | ABNB | 24,110 | $3.1M | 2.49% |
| 16 | MASTERCARD INCORPORATED | MA | 6,147 | $3.0M | 2.47% |
| 17 | IDEXX LABS INC | 45168D104 | 5,781 | $2.9M | 2.37% |
| 18 | ACCENTURE PLC IRELAND | ACN | 8,214 | $2.9M | 2.36% |
| 19 | COPART INC | CPRT | 54,459 | $2.9M | 2.32% |
| 20 | ANSYS INC | 03662Q105 | 8,904 | $2.8M | 2.31% |
| 21 | VISA INC | V | 10,223 | $2.8M | 2.28% |
| 22 | ZOETIS INC | ZTS | 13,970 | $2.7M | 2.22% |
| 23 | METTLER TOLEDO INTERNATIONAL | MTD | 1,654 | $2.5M | 2.02% |
| 24 | MCDONALDS CORP | MCD | 1,435 | $436,972 | 0.36% |
| 25 | JOHNSON & JOHNSON | JNJ | 2,460 | $398,668 | 0.32% |