Tesla, Inc.
CH ˙ SWX ˙ US88160R1014
SecurityCH:TSLA / Tesla, Inc.
InstitutionLincoln Capital LLC
Latest Disclosed Ownership2,979 shares
Latest Disclosed Value $ 1,107,591
Lincoln Capital LLC reports 4.45% increase in ownership of TSLA / Tesla, Inc.

On May 1, 2026 - Lincoln Capital LLC filed a 13F-HR form disclosing ownership of 2,979 shares of Tesla, Inc. (CH:TSLA) valued at $1,107,591 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 8, 2026 disclosing 2,852 shares of Tesla, Inc.. This represents a change in shares of 4.45% 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)
2026-05-01 2026-03-31 13F TESLA COM 88160R101 2,979 127 4.45 1,108 -13.65 0.2099
2026-01-08 2025-12-31 13F TESLA COM 88160R101 2,852 646 29.28 1,283 35.23 0.2325
2025-11-05 2025-09-30 13F TESLA COM 88160R101 2,206 -705 -24.22 948 2.60 0.1776
2025-07-11 2025-06-30 13F TESLA COM 88160R101 2,911 1,174 67.59 925 123.73 0.1779
2025-05-13 2025-03-31 13F TESLA COM 88160R101 1,737 347 24.96 413 -26.38 0.0863
2025-01-16 2024-12-31 13F TESLA COM 88160R101 1,390 0 0.00 561 54.55 0.1180
2024-11-01 2024-09-30 13F TESLA COM 88160R101 1,390 0 0.00 364 32.00 0.0769
2024-07-23 2024-06-30 13F TESLA COM 88160R101 1,390 0 0.00 275 12.70 0.0614
2024-04-16 2024-03-31 13F TESLA COM 88160R101 1,390 0 0.00 244 -29.28 0.0544
2024-01-10 2023-12-31 13F TESLA COM 88160R101 1,390 100 7.75 345 7.14 0.0842
2023-10-11 2023-09-30 13F TESLA COM 88160R101 1,290 0 0.00 323 -4.45 0.0847
2023-08-04 2023-06-30 13F TESLA COM 88160R101 1,290 0 0.00 338 26.22 0.0869
2023-04-27 2023-03-31 13F TESLA COM 88160R101 1,290 1,290 268 0.0736
2023-01-19 2022-12-31 13F TESLA COM 88160R101 0 -1,290 -100.00 0 -100.00
2022-10-26 2022-09-30 13F TESLA COM 88160R101 1,290 860 200.00 342 17.93 0.1064
2022-07-20 2022-06-30 13F TESLA COM 88160R101 430 5 1.18 290 -36.68 0.0816
2022-05-05 2022-03-31 13F TESLA COM 88160R101 425 3 0.71 458 2.69 0.1073
2022-01-18 2021-12-31 13F TESLA COM 88160R101 422 -8 -1.86 446 33.93 0.1103
2021-10-13 2021-09-30 13F TESLA COM 88160R101 430 0 0.00 333 14.04 0.0905
2021-07-14 2021-06-30 13F TESLA COM 88160R101 430 0 0.00 292 1.74 0.0818
2021-05-13 2021-03-31 13F TESLA COM 88160R101 430 2 0.47 287 -4.97 0.0897
2021-01-19 2020-12-31 13F TESLA COM 88160R101 428 428 302 0.0981
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.