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Tsai Capital Corp

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13F filer, CIK 1574850, New York, NY

Tsai Capital Corp reported $134,397,117 across 19 holdings for the quarter ended 2026-03-31, in a 13F-HR filed 2026-05-14. Its ten largest share positions make up 85.11% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001104659-26-060992

Period
2026-03-31
Reported value
$134M
Holdings
19
Top 10 weight
85.11%
New
2
Sold out
3

Largest buys vs the previous quarter

SecurityShares changeApprox. value
CSGPnew+226,726$9.15M
BRK-Badded+3,702$1.77M
SGOVnew+5,680$572K
AMZNadded+2,071$431K
TYLadded+909$311K

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
MKLexited-3,520-$7.57M
COSTexited-4,717-$4.07M
QXOreduced-34,311-$666K
JNJexited-1,788-$370K

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, Q1 2026

Share positions as resolved from 13F-HR 0001104659-26-060992, largest first. % of portfolio is the value over $134,397,117, 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; 2024Q2: restricted; 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 70,638$26.3M19.54%+675Timeline
QXOQXO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 1,302,510$25.3M18.82%-34,311Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 48,884$12.4M9.23%+1,091Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 49,422$10.3M7.66%+2,071Timeline
BNBROOKFIELD CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 240,868 shares; 2026Q1: 248,107 shares 248,107$10M7.47%+7,239Timeline
CSGPCOSTAR GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 226,726$9.15M6.81%newTimeline
BRK-BBERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,117 shares; 2026Q1: 13,819 shares 13,819$6.62M4.93%+3,702Timeline
METAMETA PLATFORMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 9,267$5.3M3.94%+163Timeline
GOOGALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 16,157$4.63M3.45%+323Timeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 25,161$4.39M3.27%+647Timeline
MSCIMSCI INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 7,298$3.93M2.93%+304Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 10,037$3.72M2.76%+309Timeline
VVISA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 10,317$3.12M2.32%+357Timeline
MAMASTERCARD INCORPORATEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 6,019$3.01M2.24%+240Timeline
IDXXIDEXX LABS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,781 shares; 2024Q4: 8,797 shares; 2025Q1: 9,225 shares; 2025Q2: 4,640 shares; 2025Q3: 4,642 shares; 2025Q4: 4,678 shares; 2026Q1: 4,782 shares 4,782$2.69M2%+104Timeline
TYLTYLER TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,824 shares; 2024Q4: 5,729 shares; 2025Q1: 5,629 shares; 2025Q2: 5,622 shares; 2025Q3: 5,700 shares; 2025Q4: 6,034 shares; 2026Q1: 6,943 shares 6,943$2.38M1.77%+909Timeline
SGOVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,680 shares 5,680$572K0.43%newTimeline
MCDMCDONALDS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 1,435$446K0.33%0Timeline
SPYSTATE STR SPDR S&P 500 ETF TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 243 shares; 2025Q2: 209 shares; 2025Q3: 209 shares; 2025Q4: 235 shares; 2026Q1: 235 shares 235$153K0.11%0Timeline

Sold out in Q1 2026

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

SecurityShares beforeValue beforeType
MKLMARKEL GROUP INC3,520$7.57Mshares
COSTCOSTCO WHOLESALE CORPORATION4,717$4.07Mshares
JNJJOHNSON & JOHNSON1,788$370Kshares

How Q1 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 0001104659-26-060992 base2026-05-14acceptance time not in the bulk data set