TC

Tsai Capital Portfolio holdings

AUM $147M
1-Year Est. Return 19.95%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.95%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$122M
AUM Growth
-$15.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
29
New
Increased
Reduced
Closed

Top Buys

1
+$3.25M
2
+$2.74M
3
+$2.3M
4
TSLA icon
Tesla
TSLA
+$1.24M
5
MKL icon
Markel Group
MKL
+$789K

Top Sells

1
+$3.3M
2
+$2.36M
3
+$1.89M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$687K
5
COST icon
Costco
COST
+$415K

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
$136K 0.11%
+243
27
– –
-14,397
28
– –
-1,546
29
– –
-14,492
1
2