Tsai Capital Corp
Top Portfolio Positions
17 positions ·
$129,190,561 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
70,638 | $26,259,676 | 20.33% | |
| QXO |
QXO, Inc.
Industrials
|
1,302,510 | $25,294,744 | 19.58% | |
| AAPL |
Apple Inc.
Technology
|
48,884 | $12,406,270 | 9.60% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
49,422 | $10,293,119 | 7.97% | |
| BN |
BROOKFIELD Corp /ON/
Financial Services
|
248,107 | $10,040,890 | 7.77% | |
| CSGP |
Costar Group, Inc.
Real Estate
|
226,726 | $9,146,126 | 7.08% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
13,819 | $6,622,064 | 5.13% | |
| META |
Meta Platforms, Inc.
Communication Services
|
9,267 | $5,301,928 | 4.10% | |
| NVDA |
Nvidia Corp
Technology
|
25,161 | $4,388,078 | 3.40% | |
| MSCI |
MSCI Inc.
Financial Services
|
7,298 | $3,933,694 | 3.04% |
Portfolio Trend
22 quarters · across all stocks
Holdings in QXO
Shares Held
Position Value (USD)
7 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $25,294,744 | 1,302,510 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $25,787,277 | 1,336,821 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $25,275,141 | 1,326,083 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $26,100,901 | 1,211,741 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $16,921,411 | 1,249,735 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $20,272,611 | 1,275,007 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $18,924,000 | 1,200,000 | Shares | Sole | 2024-11-14 | |
| No 13F history on record for this holder in this stock. | ||||||