account_balance
Investment manager · 13F filer · SEC CIK 1574850
Tsai Capital Corp
Reported value$118Mas of Sep 30, 2026
Positions16 2 new, 3 sold out
Top 10 weight91.3%TSLA alone is 20%
FiledNov 1243 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
TSLATesla, Inc.
20.2%Trimmed −5%
QXOQXO, Inc.
12.7%Added +12%
AAPLApple Inc.
11.6%Trimmed −15%
SPCXSpace Exploration Technologies Corp
10.5%Added +112%
AMZNAmazon.com Inc
8.1%Trimmed −22%
MSFTMicrosoft Corp
6.9%Trimmed −14%
NVDANVIDIA Corp
6.1%Trimmed −11%
CSGPCoStar Group, Inc.
5.8%Trimmed −16%
BNBrookfield Corp
5.1%Trimmed −16%
GOOGAlphabet Inc.
4.2%Trimmed −10%
ABNBAirbnb, Inc.
2.9%New
V2.6%TSLATesla, Inc.
20.2%Trimmed −5%
QXOQXO, Inc.
12.7%+12%
AAPLApple Inc.
11.6%−15%
SPCXSpace Exploration Technologies Corp
10.5%+112%
AMZNAmazon.com Inc
8.1%−22%
MSFTMicrosoft Corp
6.9%
NVDANVIDIA Corp
6.1%
CSGPCoStar Group, Inc.
5.8%
BN5.1%GOOG4.2%VBoxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
TSLA Tesla, Inc. 20.2% Trimmed −5%QXO QXO, Inc. 12.7% Added +12%AAPL Apple Inc. 11.6% Trimmed −15%SPCX Space Exploration Technologies Corp 10.5% Added +112%AMZN Amazon.com Inc 8.1% Trimmed −22%MSFT Microsoft Corp 6.9% Trimmed −14%NVDA NVIDIA Corp 6.1% Trimmed −11%CSGP CoStar Group, Inc. 5.8% Trimmed −16%BN Brookfield Corp 5.1% Trimmed −16%GOOG Alphabet Inc. 4.2% Trimmed −10%ABNB Airbnb, Inc. 2.9% NewV Visa Inc. 2.6% Trimmed −18%
What changed
Biggest moves since Jun 30, 2026
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