Tsai Capital Corp

CIK 1574850 · View on SEC EDGAR ↗

Portfolio value
$135.3M
#7,702 of 9,443 by 13F value · top 81.6%
Positions
17
As of
June 30, 2026

Portfolio value QoQ: +0.7% 13F does not disclose cash

Top 10 holdings weight
87.51%
Top 25 holdings weight
100.00%
Positions above 1%
14
Effective number of positions
9.2

Based on 13F long-equity holdings only (cash, bonds, shorts not disclosed)

Turnover Q2 2026: 10.26% Est. buys $13,837,458 · sells $16,905,389

Median holding: 5.0 quarters Tracked Q4 2024–Q2 2026 · 51.5% still held

New positions
1
Increased
6
Decreased
6
Closed
3
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Performance vs S&P 500

Tracked Q4 2024–Q2 2026
+1.6%
S&P 500 total return (same window)
+28.1%
Excess return
-26.5%

Annualized: +1.0% · S&P 500: +18.0%

Approximates a buy-and-hold portfolio built from quarterly SEC 13F snapshots. Excludes cash, short positions, options/derivatives, and non-13(f) securities — reflects the disclosed long-equity book only, not total fund AUM. SEC filing lag is up to 45 days; this is not a real-time-copyable timing.

Priceable coverage: 97.5% · Options excluded: 0.0%

Sector breakdown

Consumer Discretionary
22.2%
Technology
20.7%
Industrials
14.7%
Financial Services
14.1%
Retail
8.6%
Communication Services
7.9%
Real Estate
6.2%
Other/Unmapped
5.5%

Full portfolio 17 positions

Type Streak 8Q trend
TSLA Tesla, Inc. - Common Stock $29,683,424 21.94% 70,574 $3,423,747 Down ×1
QXO QXO, Inc. Common Stock $19,937,768 14.74% 1,153,806 $-5,356,976 Down ×2
AAPL Apple Inc. - Common Stock $14,032,513 10.37% 48,495 $1,626,243 Down ×1
AMZN Amazon.com, Inc. - Common Stock $11,637,904 8.60% 48,829 $1,344,784 Down ×1
BN Brookfield Corporation Class A Limited Voting Shares $8,396,917 6.21% 197,157 $-1,643,973 Down ×1
CSGP CoStar Group, Inc. - Common Stock $8,332,056 6.16% 294,211 $-814,071 Up ×1
NVDA NVIDIA Corporation - Common Stock $7,061,576 5.22% 35,292 $2,673,498 Up ×2
MSFT Microsoft Corporation - Common Stock $6,922,505 5.12% 18,558 $3,207,109 Up ×4
Unknown issuer (CUSIP: 84615Q103) $6,665,590 4.93% 39,012 Up ×1
GOOG Alphabet Inc. - Class C Capital Stock $5,734,193 4.24% 16,229 $1,099,396 Up ×2
META Meta Platforms, Inc. - Class A Common Stock $5,021,167 3.71% 8,914 $-280,762 Down ×1
MSCI MSCI Inc. Common Stock $4,087,172 3.02% 7,298 $153,477
V Visa Inc. $3,539,660 2.62% 10,317 $421,450
MA Mastercard Incorporated Common Stock $3,091,872 2.29% 6,020 $84,418 Up ×2
SGOV iShares 0-3 Month Treasury Bond ETF $571,806 0.42% 5,680 $57
MCD McDonald's Corporation Common Stock $387,895 0.29% 1,435 $-58,089
SPY SPY $204,615 0.15% 274 $51,785 Up ×1

Conviction holdings

Positions increased for 3+ consecutive quarters.

Share counts are as reported in 13F filings (not split-adjusted)

Security Value % of portfolio Streak
MSFT $6,922,505 5.12% up ×4

Biggest new bets

New positions opened this quarter, largest first.

Security Value Shares % of portfolio
Unknown issuer (CUSIP: 84615Q103) $6,665,590 39,012 4.93%

Top movers (QoQ)

Security Action Shares Δ Value Δ
QXO Trimmed -149K -$5.4M
TSLA Trimmed -64 +$3.4M
MSFT Bought more +9K +$3.2M
NVDA Bought more +10K +$2.7M
BN Trimmed -51K -$1.6M
AAPL Trimmed -389 +$1.6M
AMZN Trimmed -593 +$1.3M
GOOG Bought more +72 +$1.1M
CSGP Bought more +67K -$814K
V Price move only +0 +$421K

Exited positions

Includes corporate events (mergers, delistings) — not all exits are sells

Closed positions reflect 13F reporting changes; for index managers these are often mechanical (delisting, M&A, index rebalancing), not active decisions.

SecurityQuarter Shares before Value before Price since exit
MKL March 31, 2026 3,520 $7,566,768 -6.4%
BRKB June 30, 2026 13,819 $6,622,065 No longer tracked
CPRT Dec. 31, 2025 140,738 $6,328,988 -13.1%
CSGP Dec. 31, 2025 58,899 $4,969,309 -50.2%
COST March 31, 2026 4,717 $4,067,658 -5.9%
NKE Sept. 30, 2025 49,154 $3,491,900 -41.8%
DHR March 31, 2025 14,397 $3,304,831 4.7%
ANSS Sept. 30, 2025 9,228 $3,241,058 No longer tracked
ACN Dec. 31, 2025 12,910 $3,183,606 -31.0%
FDS Sept. 30, 2025 6,688 $2,991,409 4.7%
ABNB Dec. 31, 2025 23,774 $2,886,639 37.2%
ACGL Sept. 30, 2025 29,612 $2,696,173 8.7%
IDXX June 30, 2026 4,782 $2,686,958 6.9%
TYL June 30, 2026 6,943 $2,377,144 19.4%
ZTS March 31, 2025 14,492 $2,361,182 -54.0%
MTD Dec. 31, 2025 1,895 $2,326,321 2.4%
MTD March 31, 2025 1,546 $1,891,809 20.8%
DHR Sept. 30, 2025 9,540 $1,884,532 8.2%
JNJ March 31, 2026 1,788 $370,027 11.2%