13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001574850
Total reported value
$135.3M
$135.3M
23 檔
40.8%
In Q1 2024, Tsai Capital Corp's U.S. equity holdings reached a combined market value of $135.3M, distributed across 23 disclosed stock positions.
During Q1 2024, Tsai Capital Corp's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
In terms of portfolio concentration, the top 5 core holdings (including TSLA, AAPL, AMZN) accounted for 40.8% of total reported equity market value during Q1 2024.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | TSLA | Tesla Inc | Stock-Consumer Disc | 23.71% | +2.40% | +1.23% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 14.39% | +1.14% | -0.58% | |
| 3 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 7.37% | +0.94% | -11.44% | |
| 4 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 7.22% | +0.79% | -5.67% | |
| 5 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 4.21% | — | -24.78% | |
| 6 | CSGP | Costar Group Inc | Stock-Real Estate | 4.00% | -0.65% | +4.72% | |
| 7 | MSFT | Microsoft CORP | Stock-Tech | 3.63% | +2.36% | -23.43% | |
| 8 | DHR | Danaher CORP | Stock-Healthcare | 3.47% | — | +5.77% | |
| 9 | NKE | Nike Inc -cl B | Stock-Consumer Disc | 3.40% | — | +13.06% | |
| 10 | MSCI | Msci Inc | Stock-Financials | 3.11% | +0.09% | +5.72% | |
| 11 | MA | Mastercard Inc - A | Stock-Financials | 3.04% | +0.05% | -12.05% | |
| 12 | IDXX | Idexx Laboratories Inc | Stock-Healthcare | 2.85% | -2.00% | EXIT | |
| 13 | ABNB | Airbnb Inc-class A | Stock-Consumer Disc | 2.81% | — | +4.19% | |
| 14 | V | Visa Inc-class A Shares | Stock-Financials | 2.76% | +0.30% | -13.17% | |
| 15 | TYL | Tyler Technologies Inc | Stock-Tech | 2.53% | -1.77% | EXIT | |
| 16 | AKX | Ansys Inc | Stock-Other | 2.51% | — | +3.15% | |
| 17 | FDS | Factset Research Systems Inc | Stock-Financials | 2.46% | — | -1.47% | |
| 18 | MTD | Mettler-toledo International | Stock-Healthcare | 2.10% | — | +7.44% | |
| 19 | ZTS | Zoetis Inc | Stock-Healthcare | 1.54% | — | -3.60% | |
| 20 | ACN | Accenture plc | Stock-Tech | 1.20% | — | -5.11% | |
| 21 | MKL | Markel Group Inc | Stock-Financials | 0.86% | — | — | |
| 22 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.42% | -0.04% | — | |
| 23 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.40% | — | — |
According to official SEC Form 13F filings, Tsai Capital Corp reported a total U.S. public equity portfolio value of $135.3M across 23 disclosed positions in Q1 2024.
During Q1 2024, Tsai Capital Corp's top holdings by market value included TSLA (23.7%)、AAPL (14.4%)、AMZN (7.4%). The largest single position, TSLA, represented 23.7% of total portfolio value.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In Q1 2024, Tsai Capital Corp made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.