Tesla, Inc.
CH ˙ SWX ˙ US88160R1014
SecurityCH:TSLA / Tesla, Inc.
InstitutionKlingman & Associates, LLC
Latest Disclosed Ownership8,078 shares
Latest Disclosed Value $ 3,002,997
Klingman & Associates, LLC reports 2.38% increase in ownership of TSLA / Tesla, Inc.

On May 14, 2026 - Klingman & Associates, LLC filed a 13F-HR form disclosing ownership of 8,078 shares of Tesla, Inc. (CH:TSLA) valued at $3,002,997 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 29, 2026 disclosing 7,890 shares of Tesla, Inc.. This represents a change in shares of 2.38% 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)
2026-05-14 2026-03-31 13F TESLA COM 88160R101 8,078 188 2.38 3,003 -15.39 0.1437
2026-01-29 2025-12-31 13F TESLA COM 88160R101 7,890 721 10.06 3,548 11.29 0.1712
2025-10-27 2025-09-30 13F TESLA COM 88160R101 7,169 737 11.46 3,188 56.05 0.1608
2025-07-30 2025-06-30 13F TESLA COM 88160R101 6,432 1,382 27.37 2,043 56.19 0.1126
2025-05-13 2025-03-31 13F TESLA COM 88160R101 5,050 -160 -3.07 1,309 -37.83 0.0801
2025-01-31 2024-12-31 13F TESLA COM 88160R101 5,210 1,050 25.24 2,104 93.38 0.1294
2024-11-01 2024-09-30 13F TESLA COM 88160R101 4,160 130 3.23 1,088 36.51 0.0674
2024-07-30 2024-06-30 13F TESLA COM 88160R101 4,030 291 7.78 797 21.31 0.0539
2024-05-01 2024-03-31 13F TESLA COM 88160R101 3,739 -258 -6.45 657 -33.84 0.0456
2024-01-29 2023-12-31 13F TESLA COM 88160R101 3,997 278 7.48 993 6.77 0.0729
2023-10-30 2023-09-30 13F TESLA COM 88160R101 3,719 1,192 47.17 931 40.70 0.0752
2023-07-31 2023-06-30 13F TESLA COM 88160R101 2,527 84 3.44 661 30.63 0.0534
2023-05-03 2023-03-31 13F TESLA COM 88160R101 2,443 488 24.96 507 110.83 0.0436
2023-02-03 2022-12-31 13F TESLA COM 88160R101 1,955 72 3.82 241 -51.90 0.0211
2022-10-28 2022-09-30 13F TESLA COM 88160R101 1,883 1,355 256.63 499 40.17 0.0490
2022-07-27 2022-06-30 13F TESLA COM 88160R101 528 17 3.33 356 -35.39 0.0348
2022-05-06 2022-03-31 13F TESLA COM 88160R101 511 51 11.09 551 13.37 0.0468
2022-01-31 2021-12-31 13F TESLA COM 88160R101 460 66 16.75 486 58.82 0.0418
2021-11-01 2021-09-30 13F TESLA COM 88160R101 394 38 10.67 306 26.45 0.0286
2021-07-27 2021-06-30 13F TESLA COM 88160R101 356 -4 -1.11 242 0.83 0.0232
2021-04-29 2021-03-31 13F TESLA COM 88160R101 360 44 13.92 240 7.62 0.0248
2021-02-09 2020-12-31 13F TESLA COM 88160R101 316 316 223 0.0257
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.