Tesla, Inc.
CH ˙ SWX ˙ US88160R1014
SecurityCH:TSLA / Tesla, Inc.
InstitutionLynch & Associates/in
Latest Disclosed Ownership1,082 shares
Latest Disclosed Value $ 402,234
Lynch & Associates/in reports 18.25% increase in ownership of TSLA / Tesla, Inc.

On April 8, 2026 - Lynch & Associates/in filed a 13F-HR form disclosing ownership of 1,082 shares of Tesla, Inc. (CH:TSLA) valued at $402,234 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 7, 2026 disclosing 915 shares of Tesla, Inc.. This represents a change in shares of 18.25% 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)
2026-04-08 2026-03-31 13F TESLA MOTORS COM 88160R101 1,082 167 18.25 402 -2.19 0.0755
2026-01-07 2025-12-31 13F TESLA MOTORS COM 88160R101 915 45 5.17 411 6.48 0.0778
2025-10-07 2025-09-30 13F TESLA MOTORS COM 88160R101 870 -508 -36.87 387 -11.67 0.0747
2025-07-15 2025-06-30 13F TESLA MOTORS COM 88160R101 1,378 42 3.14 438 26.30 0.0882
2025-04-17 2025-03-31 13F TESLA MOTORS COM 88160R101 1,336 -5 -0.37 346 -36.04 0.0749
2025-01-10 2024-12-31 13F TESLA MOTORS COM 88160R101 1,341 -197 -12.81 542 34.58 0.1175
2024-10-15 2024-09-30 13F TESLA MOTORS COM 88160R101 1,538 81 5.56 402 39.58 0.0851
2024-08-06 2024-06-30 13F TESLA MOTORS COM 88160R101 1,457 -1,195 -45.06 288 -38.20 0.0650
2024-04-09 2024-03-31 13F TESLA MOTORS COM 88160R101 2,652 0 0.00 466 -29.18 0.1077
2024-01-08 2023-12-31 13F TESLA MOTORS COM 88160R101 2,652 0 0.00 659 -0.75 0.1602
2023-10-24 2023-09-30 13F/A-1 TESLA MOTORS COM 88160R101 2,652 -24 -0.90 664 -5.29 0.1751
2023-10-24 2023-09-30 13F TESLA MOTORS COM 88160R101 2,652 -24 1 0.1752
2023-10-24 2023-06-30 13F/A-1 TESLA MOTORS COM 88160R101 2,676 0 0.00 700 26.13 0.1793
2023-07-13 2023-06-30 13F TESLA MOTORS COM 88160R101 2,676 0 1 0.1791
2023-10-24 2023-03-31 13F/A-1 TESLA MOTORS COM 88160R101 2,676 0 0.00 555 68.69 0.1456
2023-04-04 2023-03-31 13F TESLA MOTORS COM 88160R101 2,676 0 1 0.1456
2023-10-24 2022-12-31 13F/A-1 TESLA MOTORS COM 88160R101 2,676 147 5.81 330 -50.97 0.0862
2023-01-05 2022-12-31 13F TESLA MOTORS COM 88160R101 2,676 147 0 0.0863
2022-10-03 2022-09-30 13F TESLA MOTORS COM 88160R101 2,529 1,653 188.70 671 13.73 0.1963
2022-07-06 2022-06-30 13F TESLA MOTORS COM 88160R101 876 57 6.96 590 -33.18 0.1605
2022-04-08 2022-03-31 13F TESLA MOTORS COM 88160R101 819 99 13.75 883 16.03 0.2139
2022-01-11 2021-12-31 13F TESLA MOTORS COM 88160R101 720 -318 -30.64 761 -5.47 0.1796
2021-10-12 2021-09-30 13F TESLA MOTORS COM 88160R101 1,038 0 0.00 805 14.18 0.2085
2021-07-21 2021-06-30 13F TESLA MOTORS COM 88160R101 1,038 8 0.78 705 2.47 0.1809
2021-04-09 2021-03-31 13F TESLA MOTORS COM 88160R101 1,030 126 13.94 688 7.84 0.1858
2021-01-20 2020-12-31 13F TESLA MOTORS COM 88160R101 904 151 20.05 638 97.52 0.1738
2020-10-21 2020-09-30 13F TESLA MOTORS COM 88160R101 753 753 323 0.0967
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.