13F HOLDINGS REPORT
Tsai Capital Corp
Quarter ended Q4 2024 · Filed February 12, 2025 · Accession 0001104659-25-011985
Total Value
$137.4M
Positions
25
Other Managers
0
Confidential Omitted
No
Holdings (25)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | TESLA INC | TSLA | 69,700 | $28.1M | 20.49% |
| 2 | QXO INC | QXO-PB | 1,275,007 | $20.3M | 14.75% |
| 3 | APPLE INC | AAPL | 51,413 | $12.9M | 9.37% |
| 4 | ALPHABET INC | GOOG | 33,305 | $6.3M | 4.62% |
| 5 | AMAZON COM INC | AMZN | 28,602 | $6.3M | 4.57% |
| 6 | COSTCO WHSL CORP | 22160K105 | 5,329 | $4.9M | 3.55% |
| 7 | MARKEL GROUP INC | MKL | 2,606 | $4.5M | 3.27% |
| 8 | COSTAR GROUP INC | CSGP | 61,058 | $4.4M | 3.18% |
| 9 | MSCI INC | MSCI | 7,123 | $4.3M | 3.11% |
| 10 | MICROSOFT CORP | MSFT | 9,797 | $4.1M | 3.01% |
| 11 | NIKE INC | NKE | 51,969 | $3.9M | 2.86% |
| 12 | IDEXX LABS INC | 45168D104 | 8,797 | $3.6M | 2.65% |
| 13 | COPART INC | CPRT | 61,689 | $3.5M | 2.58% |
| 14 | DANAHER CORPORATION | 235851102 | 14,397 | $3.3M | 2.41% |
| 15 | TYLER TECHNOLOGIES INC | TYL | 5,729 | $3.3M | 2.40% |
| 16 | MASTERCARD INCORPORATED | MA | 6,071 | $3.2M | 2.33% |
| 17 | VISA INC | V | 10,101 | $3.2M | 2.32% |
| 18 | FACTSET RESH SYS INC | 303075105 | 6,620 | $3.2M | 2.31% |
| 19 | AIRBNB INC | ABNB | 24,058 | $3.2M | 2.30% |
| 20 | ANSYS INC | 03662Q105 | 8,945 | $3.0M | 2.20% |
| 21 | ACCENTURE PLC IRELAND | ACN | 8,065 | $2.8M | 2.06% |
| 22 | ZOETIS INC | ZTS | 14,492 | $2.4M | 1.72% |
| 23 | METTLER TOLEDO INTERNATIONAL | MTD | 1,546 | $1.9M | 1.38% |
| 24 | MCDONALDS CORP | MCD | 1,435 | $415,992 | 0.30% |
| 25 | JOHNSON & JOHNSON | JNJ | 2,460 | $355,765 | 0.26% |