Investor
Tsai Capital Corp
CIK 0001574850 · filed 2026-05-14 · SEC filing
13F book
$134.4M
Positions
19
2 new · 3 sold
Largest name
19.5%
Tesla, Inc. · TSLA
Est. mark
−$13.7M
Price effect on 17 names still held. Flow $1.25M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Tesla, Inc. | TSLA | 70.6K | $26.3M | 19.5% | −$5.46M | Added−$5.2M |
| Qxo Inc | — | 1.3M | $25.3M | 18.8% | $169.3K | Cut−$492.5K |
| Apple Inc. | AAPL | 48.9K | $12.4M | 9.2% | −$863.6K | Added−$586.7K |
| Amazon Com Inc | AMZN | 49.4K | $10.3M | 7.7% | −$1.07M | Added−$636.4K |
| Brookfield Corp | — | 248.1K | $10M | 7.5% | −$1.31M | Added−$1.01M |
| Costar Group, Inc. | CSGP | 226.7K | $9.15M | 6.8% | — | New |
| Berkshire Hathaway Inc Del | — | 13.8K | $6.62M | 4.9% | −$237.2K | Added$1.54M |
| Meta Platforms, Inc. | META | 9.27K | $5.3M | 3.9% | −$800.8K | Added−$707.5K |
| Alphabet Inc | — | 16.2K | $4.63M | 3.4% | −$426.6K | Added−$333.9K |
| Nvidia Corp | NVDA | 25.2K | $4.39M | 3.3% | −$296.6K | Added−$183.8K |
| MSCI Inc. | MSCI | 7.3K | $3.93M | 2.9% | −$242.8K | Added−$79K |
| Microsoft Corp | MSFT | 10K | $3.72M | 2.8% | −$1.1M | Added−$989.3K |
| Visa Inc. | V | 10.3K | $3.12M | 2.3% | −$482.8K | Added−$374.9K |
| Mastercard Inc | MA | 6.02K | $3.01M | 2.2% | −$411.6K | Added−$291.7K |
| Idexx Labs Inc | — | 4.78K | $2.69M | 2.0% | −$536.3K | Added−$477.8K |
| Tyler Technologies Inc | TYL | 6.94K | $2.38M | 1.8% | −$673.2K | Added−$362K |
| Ishares 0-3 Month | — | 5.68K | $571.7K | 0.4% | — | New |
| Mcdonalds Corp | MCD | 1.44K | $446K | 0.3% | $7.41K | Held |
| Spdr S&P 500 Etf Tr | — | 235 | $152.8K | 0.1% | −$7.42K | Held |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.