Tesla, Inc.
CH ˙ SWX ˙ US88160R1014
SecurityCH:TSLA / Tesla, Inc.
InstitutionJacobsen Capital Management
Latest Disclosed Ownership5,770 shares
Latest Disclosed Value $ 2,144,998
Jacobsen Capital Management reports 0.65% increase in ownership of TSLA / Tesla, Inc.

On April 24, 2026 - Jacobsen Capital Management filed a 13F-HR form disclosing ownership of 5,770 shares of Tesla, Inc. (CH:TSLA) valued at $2,144,998 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 26, 2026 disclosing 5,733 shares of Tesla, Inc.. This represents a change in shares of 0.65% during the quarter.

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.

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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)
2026-04-24 2026-03-31 13F TESLA COM 88160R101 5,770 37 0.65 2,145 -16.83 0.7244
2026-01-26 2025-12-31 13F TESLA COM 88160R101 5,733 -30 -0.52 2,578 0.62 0.8422
2025-10-27 2025-09-30 13F TESLA COM 88160R101 5,763 136 2.42 2,563 43.37 0.8686
2025-07-30 2025-06-30 13F TESLA COM 88160R101 5,627 1,258 28.79 1,787 57.86 0.6581
2025-04-25 2025-03-31 13F TESLA COM 88160R101 4,369 -311 -6.65 1,132 -40.07 0.4919
2025-01-24 2024-12-31 13F TESLA COM 88160R101 4,680 -87 -1.83 1,890 51.48 0.8046
2024-10-25 2024-09-30 13F TESLA COM 88160R101 4,767 780 19.56 1,247 58.25 0.5249
2024-07-23 2024-06-30 13F TESLA COM 88160R101 3,987 375 10.38 789 24.29 0.3525
2024-04-25 2024-03-31 13F TESLA COM 88160R101 3,612 -530 -12.80 635 -38.39 0.2945
2024-01-24 2023-12-31 13F TESLA COM 88160R101 4,142 -14 -0.34 1,029 -0.96 0.5203
2023-10-25 2023-09-30 13F TESLA COM 88160R101 4,156 480 13.06 1,040 8.00 0.5644
2023-08-02 2023-06-30 13F TESLA COM 88160R101 3,676 -36 -0.97 962 24.94 0.4964
2023-05-02 2023-03-31 13F TESLA COM 88160R101 3,712 3,712 770 0.4126
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.