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Tsai Capital Corp

Portfolio Manager
Tsai Capital CORP
Performance
-9.44% (2026 Q1)
AUM (13F)
$134.40M
# of Holdings
19
Performance Rank
Allocation (Top 20)
100.01%

Tsai Capital Corp Holdings Map

Top 19 Tsai Capital Corp Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
TSLA
TESLA INC
19.54%70.6K$26.3M
+0.96%(+675)
2025-Q1: 73.4K shares2025-Q2: 69.6K shares2025-Q3: 69.8K shares2025-Q4: 70.0K shares2026-Q1: 70.6K shares
$202.70(+108.30%)
2026-03-31
QXO
QXO INC
18.82%1.30M$25.3M
-2.57%(-34.31K)
2025-Q1: 1.25M shares2025-Q2: 1.21M shares2025-Q3: 1.33M shares2025-Q4: 1.34M shares2026-Q1: 1.30M shares
$40.07(-59.25%)
2026-03-31
AAPL
APPLE INC
9.23%48.9K$12.4M
+2.28%(+1.09K)
2025-Q1: 51.4K shares2025-Q2: 51.0K shares2025-Q3: 50.4K shares2025-Q4: 47.8K shares2026-Q1: 48.9K shares
$125.78(+138.70%)
2026-03-31
AMZN
AMAZON COM INC
7.66%49.4K$10.3M
+4.37%(+2.07K)
2025-Q1: 27.8K shares2025-Q2: 27.6K shares2025-Q3: 37.0K shares2025-Q4: 47.4K shares2026-Q1: 49.4K shares
$183.81(+43.70%)
2026-03-31
BN
BROOKFIELD CORP
7.47%248.1K$10.0M
+3.01%(+7.24K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 240.9K shares2026-Q1: 248.1K shares
$45.73(-0.41%)
2026-03-31
CSGP
COSTAR GROUP INC
6.81%226.7K$9.1Mnew2025-Q1: 69.6K shares2025-Q2: 58.6K shares2025-Q3: 58.9K shares2025-Q4: 0 shares2026-Q1: 226.7K shares
$60.61(-46.08%)
2026-03-31
BRK.B
BERKSHIRE HATHAWAY INC DEL
4.93%13.8K$6.6M
+36.59%(+3.70K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 10.1K shares2026-Q1: 13.8K shares
$493.10(-2.11%)
2026-03-31
META
META PLATFORMS INC
3.94%9.3K$5.3M
+1.79%(+163)
2025-Q1: 5.0K shares2025-Q2: 5.0K shares2025-Q3: 5.4K shares2025-Q4: 9.1K shares2026-Q1: 9.3K shares
$634.09(-3.13%)
2026-03-31
GOOG
ALPHABET INC
3.45%16.2K$4.6M
+2.04%(+323)
2025-Q1: 29.6K shares2025-Q2: 16.7K shares2025-Q3: 16.7K shares2025-Q4: 15.8K shares2026-Q1: 16.2K shares
$106.16(+270.50%)
2026-03-31
NVDA
NVIDIA CORPORATION
3.27%25.2K$4.4M
+2.64%(+647)
2025-Q1: 18.1K shares2025-Q2: 18.1K shares2025-Q3: 25.1K shares2025-Q4: 24.5K shares2026-Q1: 25.2K shares
$136.65(+64.89%)
2026-03-31

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