TC
Tsai Capital Portfolio holdings
AUM
$136M
1-Year Est. Return
16.91%
1 Year Est. Return
+16.91%
AUM
$122M
AUM Growth
-$15.8M
(-12%)
Holding
29
Top Buys
| 1 | +$2.9M | |
| 2 | +$2.86M | |
| 3 | +$1.96M | |
| 4 |
Tesla
TSLA
|
+$963K |
| 5 |
Markel Group
MKL
|
+$802K |
Top Sells
| 1 | +$3.3M | |
| 2 | +$2.36M | |
| 3 | +$1.89M | |
| 4 |
Alphabet (Google) Class C
GOOG
|
+$586K |
| 5 |
Costco
COST
|
+$403K |
Sector Composition
| 1 | Consumer Discretionary | 25.62% |
| 2 | Technology | 21.05% |
| 3 | Financials | 18.17% |
| 4 | Industrials | 16.99% |
| 5 | Communication Services | 6.18% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
SPDR S&P 500 ETF Trust
SPY
$667B
| $136K | 0.11% |
+243
|
|
||
27
Danaher
DHR
$158B
| – | – |
-14,397
|
|
||
28
Mettler-Toledo International
MTD
$28.5B
| – | – |
-1,546
|
|
||
29
Zoetis
ZTS
$64.7B
| – | – |
-14,492
|
|