Tsai Capital Corp
CIK 1574850 · Holdings on Jun 30, 2025 · First reported Aug 13, 2025
Top ten holdings
Q2 2025- QXO19.14%
- TSLA16.20%
- AAPL7.67%
- AMZN4.43%
- MKL3.54%
- CSGP3.45%
- COST3.40%
- MSFT3.36%
- CPRT3.12%
- MSCI2.79%
Share classes counted separately67.10%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- QXOWeight increased · +5.22 pp13.92% → 19.14%Shares -37.99K (-3.04%)
- AAPLWeight decreased · -1.73 pp9.40% → 7.67%Shares -461 (-0.90%)
- GOOGWeight decreased · -1.63 pp3.80% → 2.17%Shares -12.84K (-43.46%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 28
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | QXOQXO INCCOM NEW View history and evidence | $26.10M | 19.14% | 1.21M shares | 13.92% → 19.14%+5.22 pp -37.99K (-3.04%) | Reduced | ↗▾ |
| 02 | TSLATESLA INC View history and evidence | $22.10M | 16.20% | 69.57K shares | 15.65% → 16.20%+0.55 pp -3.85K (-5.24%) | Reduced | ↗▾ |
| 03 | AAPLAPPLE INC View history and evidence | $10.46M | 7.67% | 50.97K shares | 9.40% → 7.67%-1.73 pp -461 (-0.90%) | Reduced | ↗▾ |
| 04 | AMZNAMAZON.COM INC View history and evidence | $6.05M | 4.43% | 27.57K shares | 4.35% → 4.43%+0.08 pp -209 (-0.75%) | Reduced | ↗▾ |
| 05 | MKLMARKEL GROUP INC View history and evidence | $4.82M | 3.54% | 2.41K shares | 4.67% → 3.54%-1.13 pp -621 (-20.46%) | Reduced | ↗▾ |
| 06 | CSGPCOSTAR GROUP INC View history and evidence | $4.71M | 3.45% | 58.58K shares | 4.54% → 3.45%-1.09 pp -11.04K (-15.86%) | Reduced | ↗▾ |
| 07 | COSTCOSTCO WHOLESALE CORPNEW COM View history and evidence | $4.64M | 3.40% | 4.69K shares | 3.81% → 3.40%-0.41 pp -216 (-4.41%) | Reduced | ↗▾ |
| 08 | MSFTMICROSOFT CORP View history and evidence | $4.58M | 3.36% | 9.22K shares | 2.86% → 3.36%+0.50 pp -46 (-0.50%) | Reduced | ↗▾ |
| 09 | CPRTCOPART INC View history and evidence | $4.25M | 3.12% | 86.64K shares | 3.07% → 3.12%+0.05 pp +20.68K (+31.35%) | Added | ↗▾ |
| 10 | MSCIMSCI INC View history and evidence | $3.80M | 2.79% | 6.60K shares | 3.08% → 2.79%-0.29 pp -24 (-0.36%) | Reduced | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 0
No exits reported this quarter.
Every number has a source.
CIK 1574850 · Period Jun 30, 2025
Data loaded Sep 23, 2026 · First reported Aug 13, 2025
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 136392535
}Take these holdings further.
This page includes 28 of 28 reported holdings. Log in to look up the full history beyond 3 years, use advanced screening & filtering, download CSV, and get the complete set through the Akkru API.
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Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.