Stock thesis
Start with the strongest observed signals, the evidence that could challenge them, and the next source-backed checks.
Tesla designs and sells electric vehicles, energy storage systems, solar products, and related software.
Neutral synthesis
Why this name is here
9 tracked funds report TSLA in their latest available 13F, representing $2.3B of combined reported value on this page.
Counter-evidence
4 tracked funds report a decreased or absent position in the latest comparable filing. Check the size and timing before interpreting the change.
Continue the work
Rows are narrowed by movement, fund type, and position size.
| Fund | Move | Read | Value | Weight |
|---|---|---|---|---|
| ARK Investment Management largest tracked holder Q1 2026 · filed May 12, 2026 · SEC filing | −3% | reported share count decreased | $1,052,546,690 | 8.19% |
| Viking Global Investors position history Q1 2026 · filed May 15, 2026 · SEC filing | +47% | reported share count increased | $926,981,302 | 2.59% |
| Tudor Investment Corp position history Q1 2026 · filed May 15, 2026 · SEC filing | +875% | reported share count increased | $217,368,917 | 1.17% |
| Atreides Management position history Q1 2026 · filed May 18, 2026 · SEC filing | +8% | reported share count increased | $74,645,541 | 1.82% |
| Coatue Management position history Q1 2026 · filed May 15, 2026 · SEC filing | −96% | reported share count decreased | $21,873,026 | 0.08% |
| Sequoia Capital position history Q1 2026 · filed May 14, 2026 · SEC filing | NEW | new reported position | $20,597,552 | 0.22% |
| Greenlea Lane Capital position history Q1 2026 · filed May 11, 2026 · SEC filing | −12% | reported share count decreased | $20,347,736 | 5.91% |
| Polen Capital Management position history Q2 2026 · filed Aug 4, 2026 · SEC filing | +22% | reported share count increased | $3,774,464 | 0.03% |
|
Thrive Capital
position history
Q1 2026
· filed May 14, 2026
· SEC filing 1 SEC filing 2 |
−7% | reported share count decreased | $772,497 | 0.1% |
SEC fundamentals
SEC Forms 4/5
Official-source analysis
We publish a cited report after an eligible official earnings filing is accepted and passes validation.
Options market
