Tsai Capital Corp as of Sept. 30, 2023
Portfolio Holdings for Tsai Capital Corp
Tsai Capital Corp holds 23 positions in its portfolio as reported in the September 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Tesla Motors (TSLA) | 32.1 | $34M | 134k | 250.22 | |
| Apple (AAPL) | 13.7 | $14M | 84k | 171.21 | |
| Amazon (AMZN) | 6.3 | $6.6M | 52k | 127.12 | |
| Alphabet Cap Stk Cl C (GOOG) | 5.9 | $6.2M | 47k | 131.85 | |
| Costco Whsl Corp New Com (COST) | 4.2 | $4.4M | 7.8k | 564.96 | |
| Microsoft Corporation (MSFT) | 3.5 | $3.7M | 12k | 315.75 | |
| Msci (MSCI) | 3.0 | $3.1M | 6.1k | 513.08 | |
| CoStar (CSGP) | 2.9 | $3.0M | 39k | 76.89 | |
| Nike CL B (NKE) | 2.9 | $3.0M | 31k | 95.62 | |
| Mastercard Incorporated Cl A (MA) | 2.8 | $2.9M | 7.4k | 395.91 | |
| Danaher Corporation (DHR) | 2.6 | $2.8M | 11k | 248.10 | |
| Visa Com Cl A (V) | 2.5 | $2.7M | 12k | 230.01 | |
| IDEXX Laboratories (IDXX) | 2.4 | $2.5M | 5.6k | 437.27 | |
| FactSet Research Systems (FDS) | 2.3 | $2.4M | 5.6k | 437.26 | |
| Airbnb Com Cl A (ABNB) | 2.2 | $2.3M | 17k | 137.21 | |
| Tyler Technologies (TYL) | 2.1 | $2.2M | 5.6k | 386.14 | |
| Brookfield Corp Cl A Ltd Vt Sh (BN) | 2.0 | $2.1M | 67k | 31.27 | |
| Ansys (ANSS) | 2.0 | $2.1M | 6.9k | 297.55 | |
| Zoetis Cl A (ZTS) | 1.5 | $1.6M | 9.1k | 173.98 | |
| Mettler-Toledo International (MTD) | 1.4 | $1.5M | 1.3k | 1108.07 | |
| Accenture Plc Ireland Shs Class A (ACN) | 1.1 | $1.1M | 3.6k | 307.11 | |
| Johnson & Johnson (JNJ) | 0.4 | $383k | 2.5k | 155.75 | |
| McDonald's Corporation (MCD) | 0.4 | $378k | 1.4k | 263.44 |
