Tsai Capital Corp

data from 30/09/2025

Capitalization

$ 143.356 M 5.11 %

Average holding period

12 ans

Performance

$ 37.521 M 53.57 %

Capitalization

Portfolio size

Portfolio performance

Portfolio performance %

Performance compared to S&P 500 (%)

Stock in Tsai Capital Corp

Date Ticket Name Weight Capitalization Share number First added Performance ($) Performance (%)
2025/09/30 TSLA TESLA INC 21.64% 31.019 M $ 69750 2020/12/31 8.839 M $ 40.00 %
2025/09/30 QXO QXO INC 17.63% 25.275 M $ 1326083 2024/09/30 -3.005 M $ -11.51 %
2025/09/30 AAPL APPLE INC 8.95% 12.829 M $ 50382 2020/12/31 2.521 M $ 24.11 %
2025/09/30 AMZN AMAZON COM INC 5.66% 8.115 M $ 36960 2020/12/31 4.961 K $ 0.08 %
2025/09/30 MKL MARKEL GROUP INC 4.75% 6.816 M $ 3566 2024/03/31 -207.604 K $ -4.31 %
2025/09/30 CPRT COPART INC 4.41% 6.329 M $ 140738 2024/06/30 -355.203 K $ -8.36 %
2025/09/30 MSFT MICROSOFT CORP 3.49% 5.010 M $ 9672 2023/03/31 189.317 K $ 4.13 %
2025/09/30 CSGP COSTAR GROUP INC 3.47% 4.969 M $ 58899 2022/06/30 232.574 K $ 4.94 %
2025/09/30 NVDA NVIDIA CORPORATION 3.26% 4.677 M $ 25066 2025/03/31 517.507 K $ 18.10 %
2025/09/30 COST COSTCO WHSL CORP 3.03% 4.340 M $ 4689 2020/12/31 -301.420 K $ -6.50 %
2025/09/30 GOOG ALPHABET INC 2.84% 4.071 M $ 16715 2020/12/31 1.106 M $ 37.30 %
2025/09/30 META META PLATFORMS INC 2.75% 3.942 M $ 5368 2025/03/31 -18.665 K $ -0.50 %
2025/09/30 MSCI MSCI INC 2.67% 3.826 M $ 6743 2022/09/30 -61.540 K $ -1.62 %
2025/09/30 MA MASTERCARD INCORPORATED 2.37% 3.393 M $ 5965 2023/09/30 40.979 K $ 1.22 %
2025/09/30 V VISA INC 2.35% 3.369 M $ 9868 2023/06/30 -133.706 K $ -3.85 %
2025/09/30 ACN ACCENTURE PLC IRELAND 2.22% 3.184 M $ 12910 2023/03/31 -382.292 K $ -17.49 %
2025/09/30 TYL TYLER TECHNOLOGIES INC 2.08% 2.982 M $ 5700 2023/03/31 -391.740 K $ -11.75 %
2025/09/30 IDXX IDEXX LABS INC 2.07% 2.966 M $ 4642 2022/06/30 475.831 K $ 19.12 %
2025/09/30 ABNB AIRBNB INC 2.01% 2.887 M $ 23774 2021/12/31 -255.768 K $ -8.25 %
2025/09/30 MTD METTLER TOLEDO INTERNATIONAL 1.62% 2.326 M $ 1895 2023/09/30 98.110 K $ 4.50 %
2025/09/30 JNJ JOHNSON & JOHNSON 0.32% 456.133 K $ 2460 2020/12/31 80.368 K $ 21.39 %
2025/09/30 MCD MCDONALDS CORP 0.30% 436.082 K $ 1435 2020/12/31 16.818 K $ 4.01 %
2025/09/30 SPY SPDR S&P 500 ETF TR 0.10% 139.232 K $ 209 2025/03/31 10.100 K $ 7.82 %
2025/09/30 ANSS ANSYS INC 0.00% 0.000 $ 0 2022/09/30 0.000 $ 0.00 %
2025/09/30 ACGL ARCH CAP GROUP LTD 0.00% 0.000 $ 0 2025/03/31 0.000 $ 0.00 %
2025/09/30 NKE NIKE INC 0.00% 0.000 $ 0 2020/12/31 0.000 $ 0.00 %
2025/09/30 DHR DANAHER CORPORATION 0.00% 0.000 $ 0 2023/03/31 0.000 $ 0.00 %
2025/09/30 FDS FACTSET RESH SYS INC 0.00% 0.000 $ 0 2023/06/30 0.000 $ 0.00 %