Tesla, Inc.
CH ˙ SWX ˙ US88160R1014
SecurityCH:TSLA / Tesla, Inc.
InstitutionPerennial Advisors, LLC
Latest Disclosed Ownership975 shares
Latest Disclosed Value $ 362,457
Perennial Advisors, LLC ownership in TSLA / Tesla, Inc.

On April 13, 2026 - Perennial Advisors, LLC filed a 13F-HR form disclosing ownership of 975 shares of Tesla, Inc. (CH:TSLA) valued at $362,457 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 12, 2026 disclosing 975 shares of Tesla, Inc.. This represents a change in shares of 0.00% 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)
2026-04-13 2026-03-31 13F TESLA COM 88160R101 975 0 0.00 362 -17.35 0.0606
2026-01-12 2025-12-31 13F TESLA COM 88160R101 975 0 0.00 438 1.15 0.0735
2025-10-14 2025-09-30 13F TESLA COM 88160R101 975 114 13.24 434 58.61 0.0751
2025-07-15 2025-06-30 13F TESLA COM 88160R101 861 0 0.00 274 22.42 0.0508
2025-04-14 2025-03-31 13F TESLA COM 88160R101 861 861 223 0.0445
2021-11-08 2021-09-30 13F TESLA COM 88160R101 0 -103 -100.00 0 -100.00
2021-08-13 2021-06-30 13F TESLA COM 88160R101 103 0 0.00 70 1.45 0.0203
2021-05-17 2021-03-31 13F TESLA COM 88160R101 103 -22 -17.60 69 -21.59 0.0217
2021-02-12 2020-12-31 13F TESLA COM 88160R101 125 125 88 0.0310
2020-11-16 2020-09-30 13F TESLA COM 88160R101 0 -56 -100.00 0 -100.00
2020-08-14 2020-06-30 13F TESLA COM 88160R101 56 -103 -64.78 60 76.47 0.0255
2020-05-19 2020-03-31 13F TESLA COM 88160R101 159 159 34 0.0282
2019-04-30 2019-03-31 13F TESLA COM 88160R101 0 -79 -100.00 0 -100.00
2019-01-29 2018-12-31 13F TESLA COM 88160R101 79 0 0.00 26 23.81 0.0168
2018-11-05 2018-09-30 13F TESLA COM 88160R101 79 -93 -54.07 21 -64.41 0.0121
2018-08-10 2018-06-30 13F TESLA COM 88160R101 172 -50 -22.52 59 0.00 0.0364
2018-04-24 2018-03-31 13F TESLA COM 88160R101 222 -26 -10.48 59 -23.38 0.0372
2018-01-29 2017-12-31 13F TESLA COM 88160R101 248 115 86.47 77 71.11 0.0478
2017-10-30 2017-09-30 13F TESLA COM 88160R101 133 -10 -6.99 45 -13.46 0.0304
2017-07-31 2017-06-30 13F TESLA COM 88160R101 143 -16 -10.06 52 18.18 0.0377
2017-04-27 2017-03-31 13F TESLA COM 88160R101 159 0 0.00 44 29.41 0.0339
2017-04-27 2016-12-31 13F/A-2 TESLA COM 88160R101 159 159 34 0.0282
2017-04-27 2016-12-31 13F/A-1 TESLA COM 88160R101 159 0 34 0.0301
2017-02-10 2016-12-31 13F TESLA MTRS COM 88160R101 159 34 0.0215
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.