Tsai Capital Corp is an institutional investment manager that files quarterly 13F reports with the SEC. As of Q2 2026, the fund manages $135M in reported equity holdings across 17 positions. The largest holdings are TSLA (21.9%), QXO (14.7%), AAPL (10.4%), AMZN (8.6%), BN (6.2%). The portfolio is concentrated in Other (83.9%), Financial Services (6.2%), Real Estate (6.2%). Data sourced from SEC EDGAR 13F filings (CIK 1574850).