Tsai Capital Corp reported 17 holdings worth US$135M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 13, 2026
Tsai Capital Corp reported 17 holdings worth US$135M as of Jun 30, 2026. Largest: Tesla, Inc., Qxo, Inc. and Apple Inc. Filed Aug 13, 2026 (Form 13F).
- Holdings
- 17
- Value as reported
- US$135M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|---|---|---|
| Tesla, Inc. | 70,574 | US$29.7M | 21.9% |
| Qxo, Inc. | 1.15M | US$19.9M | 14.7% |
| Apple Inc | 48,495 | US$14M | 10.4% |
| Amazon.com, Inc. | 48,829 | US$11.6M | 8.6% |
| Brookfield Corporation | 197K | US$8.4M | 6.2% |
| Costar Group, Inc. | 294K | US$8.33M | 6.2% |
| Nvidia Corporation | 35,292 | US$7.06M | 5.2% |
| Microsoft Corp. | 18,558 | US$6.92M | 5.1% |
| Space Exploration Technologies Corp | 39,012 | US$6.67M | 4.9% |
| Alphabet Inc (google) Class C | 16,046 | US$5.73M | 4.2% |
| Meta Platforms, Inc. | 8,914 | US$5.02M | 3.7% |
| Msci Inc. | 7,298 | US$4.09M | 3.0% |
| Visa Inc. | 10,317 | US$3.54M | 2.6% |
| Mastercard Incorporated | 6,020 | US$3.09M | 2.3% |
| Mcdonald's Corporation | 1,435 | US$388K | 0.29% |
| Tyler Technologies, Inc. | 0 | US$0 | 0.00% |
| Berkshire Hathaway Inc. | 0 | US$0 | 0.00% |
| Idexx Laboratories, Inc. | 0 | US$0 | 0.00% |