13F HOLDINGS REPORT
Tsai Capital Corp
Quarter ended Q2 2025 · Filed August 13, 2025 · Accession 0001104659-25-077329
Total Value
$136.4M
Positions
28
Other Managers
0
Confidential Omitted
No
Holdings (28)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | QXO INC | QXO-PB | 1,211,741 | $26.1M | 19.14% |
| 2 | TESLA INC | TSLA | 69,566 | $22.1M | 16.20% |
| 3 | APPLE INC | AAPL | 50,970 | $10.5M | 7.67% |
| 4 | AMAZON COM INC | AMZN | 27,565 | $6.0M | 4.43% |
| 5 | MARKEL GROUP INC | MKL | 2,414 | $4.8M | 3.54% |
| 6 | COSTAR GROUP INC | CSGP | 58,583 | $4.7M | 3.45% |
| 7 | COSTCO WHSL CORP | 22160K105 | 4,687 | $4.6M | 3.40% |
| 8 | MICROSOFT CORP | MSFT | 9,217 | $4.6M | 3.36% |
| 9 | COPART INC | CPRT | 86,635 | $4.3M | 3.12% |
| 10 | MSCI INC | MSCI | 6,596 | $3.8M | 2.79% |
| 11 | META PLATFORMS INC | META | 5,031 | $3.7M | 2.72% |
| 12 | NIKE INC | NKE | 49,154 | $3.5M | 2.56% |
| 13 | VISA INC | V | 9,781 | $3.5M | 2.55% |
| 14 | MASTERCARD INCORPORATED | MA | 5,965 | $3.4M | 2.46% |
| 15 | TYLER TECHNOLOGIES INC | TYL | 5,622 | $3.3M | 2.44% |
| 16 | ANSYS INC | 03662Q105 | 9,228 | $3.2M | 2.38% |
| 17 | AIRBNB INC | ABNB | 23,422 | $3.1M | 2.27% |
| 18 | FACTSET RESH SYS INC | 303075105 | 6,688 | $3.0M | 2.19% |
| 19 | ALPHABET INC | GOOG | 16,710 | $3.0M | 2.17% |
| 20 | NVIDIA CORPORATION | NVDA | 18,101 | $2.9M | 2.10% |
| 21 | ARCH CAP GROUP LTD | G0450A105 | 29,612 | $2.7M | 1.98% |
| 22 | IDEXX LABS INC | 45168D104 | 4,640 | $2.5M | 1.82% |
| 23 | ACCENTURE PLC IRELAND | ACN | 7,311 | $2.2M | 1.60% |
| 24 | METTLER TOLEDO INTERNATIONAL | MTD | 1,855 | $2.2M | 1.60% |
| 25 | DANAHER CORPORATION | 235851102 | 9,540 | $1.9M | 1.38% |
| 26 | MCDONALDS CORP | MCD | 1,435 | $419,264 | 0.31% |
| 27 | JOHNSON & JOHNSON | JNJ | 2,460 | $375,765 | 0.28% |
| 28 | SPDR S&P 500 ETF TR | SPY | 209 | $129,131 | 0.09% |