Tsai Capital Corp Top Holdings and 13F Report (2025) About Tsai Capital CorpInvestment ActivityTsai Capital Corp has $136.39 million in total holdings as of June 30, 2025.Tsai Capital Corp owns shares of 28 different stocks, but just 16 companies or ETFs make up 80% of its holdings.Approximately 3.72% of the portfolio was purchased this quarter.About 7.47% of the portfolio was sold this quarter.This quarter, Tsai Capital Corp has purchased 26 new stocks and bought additional shares in 1 stock.Tsai Capital Corp sold shares of 23 stocks and completely divested from 0 stocks this quarter.Largest Holdings QXO INC $26,100,901Tesla $22,098,336Apple $10,457,515Amazon.com $6,047,485Markel Group $4,821,627 Largest New Holdings this Quarter 592688105 - Mettler-Toledo International $2,179,106 Holding235851102 - Danaher $1,884,532 Holding Largest Purchases this Quarter Mettler-Toledo International 1,855 shares (about $2.18M)Danaher 9,540 shares (about $1.88M)Copart 20,680 shares (about $1.01M) Largest Sales this Quarter IDEXX Laboratories 4,585 shares (about $2.46M)Alphabet 12,844 shares (about $2.28M)Markel Group 621 shares (about $1.24M)Tesla 3,849 shares (about $1.22M)CoStar Group 11,044 shares (about $887.94K) Sector Allocation Over TimeMap of 500 Largest Holdings ofTsai Capital Corp Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorQXO INC$26,100,901$818,391 ▼-3.0%1,211,74119.1%COM NEWTSLATesla$22,098,336$1,222,673 ▼-5.2%69,56616.2%Auto/Tires/TrucksAAPLApple$10,457,515$94,583 ▼-0.9%50,9707.7%Computer and TechnologyAMZNAmazon.com$6,047,485$45,853 ▼-0.8%27,5654.4%Retail/WholesaleMKLMarkel Group$4,821,627$1,240,361 ▼-20.5%2,4143.5%Multi-Sector ConglomeratesCSGPCoStar Group$4,710,073$887,938 ▼-15.9%58,5833.5%Computer and TechnologyCOSTCostco Wholesale$4,639,849$213,827 ▼-4.4%4,6873.4%Retail/WholesaleMSFTMicrosoft$4,584,628$22,881 ▼-0.5%9,2173.4%Computer and TechnologyCPRTCopart$4,251,179$1,014,767 ▲31.4%86,6353.1%Business ServicesMSCIMSCI$3,804,177$13,842 ▼-0.4%6,5962.8%FinanceMETAMeta Platforms$3,713,331$1,476 ▼0.0%5,0312.7%Computer and TechnologyNKENIKE$3,491,900$425,032 ▼-10.9%49,1542.6%Consumer DiscretionaryVVisa$3,472,744$51,482 ▼-1.5%9,7812.5%Business ServicesMAMastercard$3,351,972$19,106 ▼-0.6%5,9652.5%Business ServicesTYLTyler Technologies$3,332,946$4,150 ▼-0.1%5,6222.4%Computer and TechnologyANSSANSYS$3,241,058$11,941 ▼-0.4%9,2282.4%Computer and TechnologyABNBAirbnb$3,099,667$102,828 ▼-3.2%23,4222.3%Consumer DiscretionaryFDSFactSet Research Systems$2,991,409$11,629 ▼-0.4%6,6882.2%Business ServicesGOOGAlphabet$2,964,187$2,278,397 ▼-43.5%16,7102.2%Computer and TechnologyNVDANVIDIA$2,859,777$1,580 ▼-0.1%18,1012.1%Computer and TechnologyACGLArch Capital Group$2,696,173$9,105 ▼-0.3%29,6122.0%FinanceIDXXIDEXX Laboratories$2,488,618$2,459,119 ▼-49.7%4,6401.8%MedicalACNAccenture$2,185,185$237,319 ▼-9.8%7,3111.6%Computer and TechnologyMTDMettler-Toledo International$2,179,106$2,179,106 ▲New Holding1,8551.6%MedicalDHRDanaher$1,884,532$1,884,532 ▲New Holding9,5401.4%MedicalMCDMcDonald's$419,2640.0%1,4350.3%Retail/WholesaleJNJJohnson & Johnson$375,7650.0%2,4600.3%MedicalSPYSPDR S&P 500 ETF Trust$129,131$21,007 ▼-14.0%2090.1%FinanceShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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