Q1 2025 · 13F-HR
Tsai Capital Corpholdings as filed
Filed 2025-05-13 · accession 0001104659-25-047701
$121.6M
Reported value
26
Positions
2025-03-31
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 88160R101 | TSLA | TESLA INC | $19.0M | 15.6% | 73,415 | Common | NONE |
| 82846H405 | QXO | QXO INC | $16.9M | 13.9% | 1,249,735 | Common | NONE |
| 037833100 | AAPL | APPLE INC | $11.4M | 9.40% | 51,431 | Common | NONE |
| 570535104 | MKL | MARKEL GROUP INC | $5.7M | 4.67% | 3,035 | Common | NONE |
| 22160N109 | CSGP | COSTAR GROUP INC | $5.5M | 4.54% | 69,627 | Common | NONE |
| 023135106 | AMZN | AMAZON COM INC | $5.3M | 4.35% | 27,774 | Common | NONE |
| 22160K105 | COST | COSTCO WHSL CORP | $4.6M | 3.81% | 4,903 | Common | NONE |
| 02079K107 | GOOG | ALPHABET INC | $4.6M | 3.80% | 29,554 | Common | NONE |
| 45168D104 | IDXX | IDEXX LABS INC | $3.9M | 3.19% | 9,225 | Common | NONE |
| 55354G100 | MSCI | MSCI INC | $3.7M | 3.08% | 6,620 | Common | NONE |
| 217204106 | CPRT | COPART INC | $3.7M | 3.07% | 65,955 | Common | NONE |
| 654106103 | NKE | NIKE INC | $3.5M | 2.88% | 55,137 | Common | NONE |
| 92826C839 | V | VISA INC | $3.5M | 2.86% | 9,926 | Common | NONE |
| 594918104 | MSFT | MICROSOFT CORP | $3.5M | 2.86% | 9,263 | Common | NONE |
| 57636Q104 | MA | MASTERCARD INCORPORATED | $3.3M | 2.70% | 5,999 | Common | NONE |
| 902252105 | TYL | TYLER TECHNOLOGIES INC | $3.3M | 2.69% | 5,629 | Common | NONE |
| 303075105 | FDS | FACTSET RESH SYS INC | $3.1M | 2.51% | 6,714 | Common | NONE |
| 03662Q105 | AKX | ANSYS INC | $2.9M | 2.41% | 9,262 | Common | NONE |
| 30303M102 | META | META PLATFORMS INC | $2.9M | 2.39% | 5,033 | Common | NONE |
| 009066101 | ABNB | AIRBNB INC | $2.9M | 2.38% | 24,199 | Common | NONE |
| G0450A105 | ACGL | ARCH CAP GROUP LTD | $2.9M | 2.35% | 29,712 | Common | NONE |
| G1151C101 | ACN | ACCENTURE PLC IRELAND | $2.5M | 2.08% | 8,105 | Common | NONE |
| 67066G104 | NVDA | NVIDIA CORPORATION | $2.0M | 1.61% | 18,111 | Common | NONE |
| 580135101 | MCD | MCDONALDS CORP | $448,251 | 0.37% | 1,435 | Common | NONE |
| 478160104 | JNJ | JOHNSON & JOHNSON | $407,966 | 0.34% | 2,460 | Common | NONE |
| 78462F103 | SPY | SPDR S&P 500 ETF TR | $135,932 | 0.11% | 243 | Common | NONE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.