Tsai Capital Corp: 13F holdings
CIK 15748502026Q2
| Positions | 17 |
|---|---|
| Reported value | $135.3m |
| Filed | 2026-08-13 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| TSLA TESLA INC | 70,574 | $29.7m | 21.9% |
| QXO QXO INC | 1,153,806 | $19.9m | 14.7% |
| AAPL APPLE INC | 48,495 | $14.0m | 10.4% |
| AMZN AMAZON COM INC | 48,829 | $11.6m | 8.6% |
| BN BROOKFIELD CORP | 197,157 | $8.4m | 6.2% |
| CSGP COSTAR GROUP INC | 294,211 | $8.3m | 6.2% |
| NVDA NVIDIA CORPORATION | 35,292 | $7.1m | 5.2% |
| MSFT MICROSOFT CORP | 18,558 | $6.9m | 5.1% |
| SPCX SPACE EXPLORATION TECHN CORP | 39,012 | $6.7m | 4.9% |
| GOOG ALPHABET INC | 16,229 | $5.7m | 4.2% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1574850")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.