Tesla, Inc.
CH ˙ SWX ˙ US88160R1014
SecurityCH:TSLA / Tesla, Inc.
InstitutionTrue North Advisors, LLC
Latest Disclosed Ownership5,155 shares
Latest Disclosed Value $ 1,916,548
True North Advisors, LLC reports 111.10% increase in ownership of TSLA / Tesla, Inc.

On May 7, 2026 - True North Advisors, LLC filed a 13F-HR form disclosing ownership of 5,155 shares of Tesla, Inc. (CH:TSLA) valued at $1,916,548 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 22, 2026 disclosing 2,442 shares of Tesla, Inc.. This represents a change in shares of 111.10% 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)
2026-05-07 2026-03-31 13F TESLA COM 88160R101 5,155 2,713 111.10 1,917 74.50 0.2185
2026-01-22 2025-12-31 13F TESLA COM 88160R101 2,442 -2,300 -48.50 1,098 -47.91 0.1420
2025-10-14 2025-09-30 13F TESLA COM 88160R101 4,742 666 16.34 2,109 62.91 0.3348
2025-07-16 2025-06-30 13F TESLA COM 88160R101 4,076 302 8.00 1,295 32.31 0.2482
2025-05-12 2025-03-31 13F TESLA COM 88160R101 3,774 306 8.82 978 -30.14 0.1734
2025-01-17 2024-12-31 13F TESLA COM 88160R101 3,468 127 3.80 1,400 60.18 0.3301
2024-10-08 2024-09-30 13F TESLA COM 88160R101 3,341 -964 -22.39 874 2.70 0.2287
2024-08-12 2024-06-30 13F TESLA COM 88160R101 4,305 -60 -1.37 852 10.95 0.2276
2024-04-12 2024-03-31 13F TESLA COM 88160R101 4,365 -8 -0.18 767 -29.37 0.2118
2024-01-22 2023-12-31 13F TESLA COM 88160R101 4,373 1,792 69.43 1,087 68.37 0.2791
2023-11-14 2023-09-30 13F TESLA COM 88160R101 2,581 1,094 73.57 646 65.81 0.1990
2023-08-10 2023-06-30 13F TESLA COM 88160R101 1,487 10 0.68 389 27.12 0.1104
2023-05-15 2023-03-31 13F TESLA COM 88160R101 1,477 1,477 306 0.0901
2023-02-13 2022-12-31 13F Tesla Motors COM 88160R101 0 -2,153 -100.00 0 -100.00
2022-11-14 2022-09-30 13F Tesla Motors COM 88160R101 2,153 1,386 180.70 571 10.66 0.1873
2022-07-28 2022-06-30 13F Tesla Motors COM 88160R101 767 -258 -25.17 516 -53.30 0.1607
2022-05-12 2022-03-31 13F Tesla Motors COM 88160R101 1,025 -9 -0.87 1,105 1.10 0.2972
2022-02-11 2021-12-31 13F Tesla Motors COM 88160R101 1,034 -1,398 -57.48 1,093 -42.05 0.1846
2022-06-07 2021-09-30 13F Tesla Motors COM 88160R101 2,432 1,979 436.87 1,886 514.33 0.3713
2022-06-07 2021-06-30 13F Tesla Motors COM 88160R101 453 -5 -1.09 307 0.66 0.0640
2022-06-07 2021-03-31 13F Tesla Motors COM 88160R101 458 59 14.79 305 8.54 0.0724
2022-05-20 2020-12-31 13F Tesla Motors COM 88160R101 399 399 281 0.0722
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.