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Real-time 13F holding analysis for the industry's most influential institutional investors. Track conviction shifts, new entries, and structural exits.
Real-time 13F holding analysis for the industry's most influential institutional investors. Track conviction shifts, new entries, and structural exits.
Institutional Investor • Tsai Capital Corporation
Value
$143M
Stocks
16 Stocks (16 new)
Turnover
0.1%
Top Holdings
TSLA(20.22%) QXO(12.74%) AAPL(11.61%) SPCX(10.54%) AMZN(8.07%)
Investment philosophy details pending verification.
| Ticker | P/C | Company Name | Sector | Market Value | Shares | Weight | Chg Shares | % Chg |
|---|---|---|---|---|---|---|---|---|
| TSLA | None | Tesla Inc | Information Technology | $23886.2M | 0 | 20.2% | 0 | +80369.7% |
| QXO | None | QXO, Inc. | Industrials | $15056.6M | 0 | 12.7% | 0 | +100.0% |
| AAPL | None | Apple Inc. | Information Technology | $13720.4M | 0 | 11.6% | 0 | +97676.0% |
| SPCX | None | Space Exploration Technologies Corp. | Industrials | $12455.8M | 0 | 10.5% | 0 | +186766.5% |
| AMZN | None | Amazon.com, Inc. | Consumer Discretionary | $9536.7M | 0 | 8.1% | 0 | +81845.3% |
| MSFT | None | Microsoft Corporation | Information Technology | $8165.4M | 0 | 6.9% | 0 | +117853.9% |
| NVDA | None | NVIDIA Corporation | Information Technology | $7190.8M | 0 | 6.1% | 0 | +101729.6% |
| CSGP | None | CoStar Group, Inc. | Real Estate | $6809.7M | 0 | 5.8% | 0 | +81629.5% |
| BN | None | Brookfield Corporation | Financials | $6059.1M | 0 | 5.1% | 0 | +72059.1% |
| GOOG | None | Alphabet Inc Class C | Communication Services | $4964.9M | 0 | 4.2% | 0 | +86484.5% |
| Ticker | Amount | % Chg | Weight | Status |
|---|---|---|---|---|
| TSLATesla Inc | $23886.2M | +80369.7% | 20.2% | Increased |
| QXOQXO, Inc. | $15056.6M | +100.0% | 12.7% | New |
| AAPLApple Inc. | $13720.4M | +97676.0% | 11.6% | Increased |
| SPCXSpace Exploration Technologies Corp. | $12455.8M | +186766.5% | 10.5% | Increased |
| AMZNAmazon.com, Inc. | $9536.7M | +81845.3% | 8.1% | Increased |
| MSFTMicrosoft Corporation | $8165.4M | +117853.9% | 6.9% | Increased |
| NVDANVIDIA Corporation | $7190.8M | +101729.6% | 6.1% | Increased |
| CSGPCoStar Group, Inc. | $6809.7M | +81629.5% | 5.8% | Increased |
| Sector | Stocks | Value | Exposure |
|---|---|---|---|
| Information Technology | 4 | $52962.7M | 44.8% |
| Industrials | 2 | $27512.3M | 23.3% |
| Consumer Discretionary | 3 | $13305.5M | 11.3% |
| Financials | 3 | $12022.5M | 10.2% |
| Real Estate | 1 | $6809.7M | 5.8% |
| Communication Services | 1 | $4964.9M | 4.2% |
| General | 2 | $559.6M | 0.5% |