13F HOLDINGS REPORT
Tsai Capital Corp
Quarter ended Q1 2025 · Filed May 13, 2025 · Accession 0001104659-25-047701
Total Value
$121.6M
Positions
26
Other Managers
0
Confidential Omitted
No
Holdings (26)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | TESLA INC | TSLA | 73,415 | $19.0M | 15.65% |
| 2 | QXO INC | QXO-PB | 1,249,735 | $16.9M | 13.92% |
| 3 | APPLE INC | AAPL | 51,431 | $11.4M | 9.40% |
| 4 | MARKEL GROUP INC | MKL | 3,035 | $5.7M | 4.67% |
| 5 | COSTAR GROUP INC | CSGP | 69,627 | $5.5M | 4.54% |
| 6 | AMAZON COM INC | AMZN | 27,774 | $5.3M | 4.35% |
| 7 | COSTCO WHSL CORP | 22160K105 | 4,903 | $4.6M | 3.81% |
| 8 | ALPHABET INC | GOOG | 29,554 | $4.6M | 3.80% |
| 9 | IDEXX LABS INC | 45168D104 | 9,225 | $3.9M | 3.19% |
| 10 | MSCI INC | MSCI | 6,620 | $3.7M | 3.08% |
| 11 | COPART INC | CPRT | 65,955 | $3.7M | 3.07% |
| 12 | NIKE INC | NKE | 55,137 | $3.5M | 2.88% |
| 13 | VISA INC | V | 9,926 | $3.5M | 2.86% |
| 14 | MICROSOFT CORP | MSFT | 9,263 | $3.5M | 2.86% |
| 15 | MASTERCARD INCORPORATED | MA | 5,999 | $3.3M | 2.70% |
| 16 | TYLER TECHNOLOGIES INC | TYL | 5,629 | $3.3M | 2.69% |
| 17 | FACTSET RESH SYS INC | 303075105 | 6,714 | $3.1M | 2.51% |
| 18 | ANSYS INC | 03662Q105 | 9,262 | $2.9M | 2.41% |
| 19 | META PLATFORMS INC | META | 5,033 | $2.9M | 2.39% |
| 20 | AIRBNB INC | ABNB | 24,199 | $2.9M | 2.38% |
| 21 | ARCH CAP GROUP LTD | G0450A105 | 29,712 | $2.9M | 2.35% |
| 22 | ACCENTURE PLC IRELAND | ACN | 8,105 | $2.5M | 2.08% |
| 23 | NVIDIA CORPORATION | NVDA | 18,111 | $2.0M | 1.61% |
| 24 | MCDONALDS CORP | MCD | 1,435 | $448,251 | 0.37% |
| 25 | JOHNSON & JOHNSON | JNJ | 2,460 | $407,966 | 0.34% |
| 26 | SPDR S&P 500 ETF TR | SPY | 243 | $135,932 | 0.11% |