Tsai Capital Corp is an institutional investment manager that files quarterly 13F reports with the SEC. As of Q1 2026, the fund manages $134M in reported equity holdings across 19 positions. The largest holdings are TSLA (19.5%), QXO (18.8%), AAPL (9.2%), AMZN (7.7%), BN (7.5%). The portfolio is concentrated in Other (81.8%), Financial Services (7.5%), Real Estate (6.8%). Data sourced from SEC EDGAR 13F filings (CIK 1574850).

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