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Tsai Capital Corp

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13F filer, CIK 1574850, New York, NY

Tsai Capital Corp reported $135,308,633 across 17 holdings for the quarter ended 2026-06-30, in a 13F-HR filed 2026-08-13. Its ten largest share positions make up 87.51% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001104659-26-095617

Period
2026-06-30
Reported value
$135M
Holdings
17
Top 10 weight
87.51%
New
1
Sold out
3

Largest buys vs the previous quarter

SecurityShares changeApprox. value
SPCXnew+39,012$6.67M
MSFTadded+8,521$3.18M
NVDAadded+10,131$2.03M
CSGPadded+67,485$1.91M
SPYadded+39$29.1K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
BRK-Bexited-13,819-$6.62M
IDXXexited-4,782-$2.69M
QXOreduced-148,704-$2.57M
TYLexited-6,943-$2.38M
BNreduced-50,950-$2.17M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q2 2026

Share positions as resolved from 13F-HR 0001104659-26-095617, largest first. % of portfolio is the value over $135,308,633, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
TSLATESLA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 69,695 shares; 2024Q4: 69,700 shares; 2025Q1: 73,415 shares; 2025Q2: 69,566 shares; 2025Q3: 69,750 shares; 2025Q4: 69,963 shares; 2026Q1: 70,638 shares; 2026Q2: 70,574 shares 70,574$29.7M21.94%-64Timeline
QXOQXO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,200,000 shares; 2024Q4: 1,275,007 shares; 2025Q1: 1,249,735 shares; 2025Q2: 1,211,741 shares; 2025Q3: 1,326,083 shares; 2025Q4: 1,336,821 shares; 2026Q1: 1,302,510 shares; 2026Q2: 1,153,806 shares 1,153,806$19.9M14.74%-148,704Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 50,941 shares; 2024Q4: 51,413 shares; 2025Q1: 51,431 shares; 2025Q2: 50,970 shares; 2025Q3: 50,382 shares; 2025Q4: 47,793 shares; 2026Q1: 48,884 shares; 2026Q2: 48,495 shares 48,495$14M10.37%-389Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,930 shares; 2024Q4: 28,602 shares; 2025Q1: 27,774 shares; 2025Q2: 27,565 shares; 2025Q3: 36,960 shares; 2025Q4: 47,351 shares; 2026Q1: 49,422 shares; 2026Q2: 48,829 shares 48,829$11.6M8.6%-593Timeline
BNBROOKFIELD CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 240,868 shares; 2026Q1: 248,107 shares; 2026Q2: 197,157 shares 197,157$8.4M6.21%-50,950Timeline
CSGPCOSTAR GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 60,922 shares; 2024Q4: 61,058 shares; 2025Q1: 69,627 shares; 2025Q2: 58,583 shares; 2025Q3: 58,899 shares; 2025Q4: not reported; 2026Q1: 226,726 shares; 2026Q2: 294,211 shares 294,211$8.33M6.16%+67,485Timeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 18,111 shares; 2025Q2: 18,101 shares; 2025Q3: 25,066 shares; 2025Q4: 24,514 shares; 2026Q1: 25,161 shares; 2026Q2: 35,292 shares 35,292$7.06M5.22%+10,131Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,576 shares; 2024Q4: 9,797 shares; 2025Q1: 9,263 shares; 2025Q2: 9,217 shares; 2025Q3: 9,672 shares; 2025Q4: 9,728 shares; 2026Q1: 10,037 shares; 2026Q2: 18,558 shares 18,558$6.92M5.12%+8,521Timeline
SPCXSPACE EXPLORATION TECHN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 39,012 shares 39,012$6.67M4.93%newTimeline
GOOGALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,602 shares; 2024Q4: 33,305 shares; 2025Q1: 29,554 shares; 2025Q2: 16,710 shares; 2025Q3: 16,715 shares; 2025Q4: 15,834 shares; 2026Q1: 16,157 shares; 2026Q2: 16,229 shares 16,229$5.73M4.24%+72Timeline
METAMETA PLATFORMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,033 shares; 2025Q2: 5,031 shares; 2025Q3: 5,368 shares; 2025Q4: 9,104 shares; 2026Q1: 9,267 shares; 2026Q2: 8,914 shares 8,914$5.02M3.71%-353Timeline
MSCIMSCI INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,512 shares; 2024Q4: 7,123 shares; 2025Q1: 6,620 shares; 2025Q2: 6,596 shares; 2025Q3: 6,743 shares; 2025Q4: 6,994 shares; 2026Q1: 7,298 shares; 2026Q2: 7,298 shares 7,298$4.09M3.02%0Timeline
VVISA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,223 shares; 2024Q4: 10,101 shares; 2025Q1: 9,926 shares; 2025Q2: 9,781 shares; 2025Q3: 9,868 shares; 2025Q4: 9,960 shares; 2026Q1: 10,317 shares; 2026Q2: 10,317 shares 10,317$3.54M2.62%0Timeline
MAMASTERCARD INCORPORATEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,147 shares; 2024Q4: 6,071 shares; 2025Q1: 5,999 shares; 2025Q2: 5,965 shares; 2025Q3: 5,965 shares; 2025Q4: 5,779 shares; 2026Q1: 6,019 shares; 2026Q2: 6,020 shares 6,020$3.09M2.29%+1Timeline
SGOVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,680 shares; 2026Q2: 5,680 shares 5,680$572K0.42%0Timeline
MCDMCDONALDS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,435 shares; 2024Q4: 1,435 shares; 2025Q1: 1,435 shares; 2025Q2: 1,435 shares; 2025Q3: 1,435 shares; 2025Q4: 1,435 shares; 2026Q1: 1,435 shares; 2026Q2: 1,435 shares 1,435$388K0.29%0Timeline
SPYSTATE STR SPDR S&P 500 ETF TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 243 shares; 2025Q2: 209 shares; 2025Q3: 209 shares; 2025Q4: 235 shares; 2026Q1: 235 shares; 2026Q2: 274 shares 274$205K0.15%+39Timeline

Sold out in Q2 2026

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
BRK-BBERKSHIRE HATHAWAY INC DEL13,819$6.62Mshares
IDXXIDEXX LABS INC4,782$2.69Mshares
TYLTYLER TECHNOLOGIES INC6,943$2.38Mshares

How Q2 2026 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001104659-26-095617 base2026-08-13acceptance time not in the bulk data set

Filings

Every filing of this filer: 13F reports and notices, the 13D and 13G it filed or is a reporting person of, and Forms 3, 4 and 5 it reported as an owner.

FilingSubjectFiledAcceptedIngested
13F-HR 0001104659-26-095617 Quarter ended 2026-06-302026-08-13acceptance time not in the bulk data set
13F-HR 0001104659-26-060992 Quarter ended 2026-03-312026-05-14acceptance time not in the bulk data set
13F-HR 0001104659-26-010143 Quarter ended 2025-12-312026-02-04acceptance time not in the bulk data set
13F-HR 0001104659-25-111004 Quarter ended 2025-09-302025-11-13acceptance time not in the bulk data set
13F-HR 0001104659-25-077329 Quarter ended 2025-06-302025-08-13acceptance time not in the bulk data set
13F-HR 0001104659-25-047701 Quarter ended 2025-03-312025-05-13acceptance time not in the bulk data set
13F-HR 0001104659-25-011985 Quarter ended 2024-12-312025-02-12acceptance time not in the bulk data set
13F-HR 0001104659-24-118202 Quarter ended 2024-09-302024-11-14acceptance time not in the bulk data set
13F-HR 0001104659-24-088730 Quarter ended 2024-06-302024-08-13acceptance time not in the bulk data set
13F-HR 0001104659-24-061270 Quarter ended 2024-03-312024-05-15acceptance time not in the bulk data set
13F-HR 0001104659-24-019679 Quarter ended 2023-12-312024-02-13acceptance time not in the bulk data set
13F-HR 0001104659-23-117724 Quarter ended 2023-09-302023-11-14acceptance time not in the bulk data set
13F-HR 0001104659-23-090140 Quarter ended 2023-06-302023-08-11acceptance time not in the bulk data set
13F-HR 0001104659-23-059906 Quarter ended 2023-03-312023-05-15acceptance time not in the bulk data set
13F-HR 0001104659-23-018390 Quarter ended 2022-12-312023-02-10acceptance time not in the bulk data set
13F-HR 0001104659-22-117888 Quarter ended 2022-09-302022-11-14acceptance time not in the bulk data set
13F-HR 0001104659-22-090843 Quarter ended 2022-06-302022-08-15acceptance time not in the bulk data set
13F-HR 0001104659-22-060459 Quarter ended 2022-03-312022-05-13acceptance time not in the bulk data set
13F-HR 0001104659-22-022459 Quarter ended 2021-12-312022-02-14acceptance time not in the bulk data set
13F-HR 0001104659-21-138076 Quarter ended 2021-09-302021-11-12acceptance time not in the bulk data set
13F-HR 0001104659-21-105266 Quarter ended 2021-06-302021-08-16acceptance time not in the bulk data set
13F-HR 0001104659-21-065098 Quarter ended 2021-03-312021-05-12acceptance time not in the bulk data set
13F-HR 0001104659-21-020733 Quarter ended 2020-12-312021-02-11acceptance time not in the bulk data set