Tesla, Inc.
CH ˙ SWX ˙ US88160R1014
SecurityCH:TSLA / Tesla, Inc.
InstitutionFORA Capital, LLC
Latest Disclosed Ownership1,104 shares
Latest Disclosed Value $ 410,268
FORA Capital, LLC ownership in TSLA / Tesla, Inc.

On May 14, 2026 - FORA Capital, LLC filed a 13F-HR form disclosing ownership of 1,104 shares of Tesla, Inc. (CH:TSLA) valued at $410,268 USD as of March 31, 2026. The entity filed a previous 13F-HR on August 13, 2025 disclosing 0 shares of Tesla, Inc..

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

Upgrade to unlock premium data and export to Excel .

Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-14 2026-03-31 13F TESLA COM 88160R101 1,104 1,104 410 0.0301
2025-08-13 2025-06-30 13F TESLA COM 88160R101 0 -18,453 -100.00 0 -100.00
2025-05-14 2025-03-31 13F TESLA COM 88160R101 18,453 -3,840 -17.23 4,782 -46.88 0.4850
2025-02-14 2024-12-31 13F TESLA COM 88160R101 22,293 22,293 9,003 1.0302
2023-11-13 2023-09-30 13F TESLA, INC. CMN COM 88160R101 0 -72,580 -100.00 0 -100.00
2023-08-11 2023-06-30 13F TESLA, INC. CMN COM 88160R101 72,580 72,580 18,999 2.6974
2022-08-11 2022-06-30 13F TESLA, INC. CMN COM 88160R101 0 -7,074 -100.00 0 -100.00
2022-05-12 2022-03-31 13F TESLA, INC. CMN COM 88160R101 7,074 262 3.85 8 0.00 1.3946
2022-02-11 2021-12-31 13F TESLA, INC. CMN COM 88160R101 6,812 -1,124 -14.16 7 16.67 2.7931
2021-11-15 2021-09-30 13F TESLA, INC. CMN COM 88160R101 7,936 -2,106 -20.97 6 -99.91 1.5535
2021-08-16 2021-06-30 13F TESLA, INC. CMN COM 88160R101 10,042 10,042 6,826 1.2696
2021-05-17 2021-03-31 13F TESLA, INC. CMN COM 88160R101 0 -6,307 -100.00 0 -100.00
2021-02-12 2020-12-31 13F TESLA, INC. CMN COM 88160R101 6,307 6,307 4,451 0.6791
2020-11-13 2020-09-30 13F TESLA, INC. CMN COM 88160R101 0 -29 -100.00 0 -100.00
2020-08-14 2020-06-30 13F TESLA, INC. CMN COM 88160R101 29 -4,729 -99.39 31 -98.76 0.0106
2020-05-15 2020-03-31 13F TESLA INC CMN COM 88160R101 4,758 4,758 2,493 0.5383
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.