13F HOLDINGS REPORT
Tsai Capital Corp
Quarter ended Q3 2025 · Filed November 13, 2025 · Accession 0001104659-25-111004
Total Value
$143.4M
Positions
23
Other Managers
0
Confidential Omitted
No
Holdings (23)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | TESLA INC | TSLA | 69,750 | $31.0M | 21.64% |
| 2 | QXO INC | QXO-PB | 1,326,083 | $25.3M | 17.63% |
| 3 | APPLE INC | AAPL | 50,382 | $12.8M | 8.95% |
| 4 | AMAZON COM INC | AMZN | 36,960 | $8.1M | 5.66% |
| 5 | MARKEL GROUP INC | MKL | 3,566 | $6.8M | 4.75% |
| 6 | COPART INC | CPRT | 140,738 | $6.3M | 4.41% |
| 7 | MICROSOFT CORP | MSFT | 9,672 | $5.0M | 3.49% |
| 8 | COSTAR GROUP INC | CSGP | 58,899 | $5.0M | 3.47% |
| 9 | NVIDIA CORPORATION | NVDA | 25,066 | $4.7M | 3.26% |
| 10 | COSTCO WHSL CORP | 22160K105 | 4,689 | $4.3M | 3.03% |
| 11 | ALPHABET INC | GOOG | 16,715 | $4.1M | 2.84% |
| 12 | META PLATFORMS INC | META | 5,368 | $3.9M | 2.75% |
| 13 | MSCI INC | MSCI | 6,743 | $3.8M | 2.67% |
| 14 | MASTERCARD INCORPORATED | MA | 5,965 | $3.4M | 2.37% |
| 15 | VISA INC | V | 9,868 | $3.4M | 2.35% |
| 16 | ACCENTURE PLC IRELAND | ACN | 12,910 | $3.2M | 2.22% |
| 17 | TYLER TECHNOLOGIES INC | TYL | 5,700 | $3.0M | 2.08% |
| 18 | IDEXX LABS INC | 45168D104 | 4,642 | $3.0M | 2.07% |
| 19 | AIRBNB INC | ABNB | 23,774 | $2.9M | 2.01% |
| 20 | METTLER TOLEDO INTERNATIONAL | MTD | 1,895 | $2.3M | 1.62% |
| 21 | JOHNSON & JOHNSON | JNJ | 2,460 | $456,133 | 0.32% |
| 22 | MCDONALDS CORP | MCD | 1,435 | $436,082 | 0.30% |
| 23 | SPDR S&P 500 ETF TR | SPY | 209 | $139,232 | 0.10% |