Position in TSLA
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$60,981,111
+$18,640,273 QoQ
Shares Held
144,986
+27.3% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.69%
of 13F equity value
Holder Rank
#386
of 4,245 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in TSLA Over Time
Shares Held
Position Value (USD)
Derivatives in TSLA
reported options exposure · as of Sep 30, 2025CallValue
$44,472
CallShares
100
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Auto Manufacturers
Consumer Cyclical · as of Jun 30, 2026Sequoia Financial Advisors, LLC holds $75,992,698 across 10 Auto Manufacturers names. TSLA ranks #1 (80.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TSLA |
Tesla, Inc.
This page
|
144,986 | $60,981,111 | |
| 2 | GM |
General Motors Co
|
62,360 | $4,806,708 | |
| 3 | F |
Ford Motor Co
|
275,710 | $3,832,369 | |
| 4 | RACE |
Ferrari N.V.
|
5,471 | $2,036,798 | |
| 5 | TM |
Toyota Motor Corp/
|
10,666 | $1,796,367 | |
| 6 | HMC |
Honda Motor Co Ltd
|
52,013 | $1,410,072 | |
| 7 | RIVN |
Rivian Automotive, Inc. / DE
|
30,097 | $522,182 | |
| 8 | XPEV |
Xpeng Inc.
|
21,148 | $279,999 |
All Filings in TSLA
Export CSV
33 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $60,981,111 | 144,986 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $42,340,838 | 113,896 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $49,335,633 | 109,703 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $46,248,211 | 103,994 | Shares | Sole | 2025-10-29 | |
| 2025-09-30 | $44,472 | 100 | Call | Sole | 2025-10-29 | |
| 2025-06-30 | $317,660 | 1,000 | Put | Sole | 2025-07-25 | |
| 2025-06-30 | $31,947,066 | 100,570 | Shares | Sole | 2025-07-25 | |
| 2025-06-30 | $254,128 | 800 | Call | Sole | 2025-07-25 | |
| 2025-03-31 | $181,412 | 700 | Call | Sole | 2025-04-23 | |
| 2025-03-31 | $22,979,976 | 88,671 | Shares | Sole | 2025-04-23 | |
| 2025-03-31 | $259,160 | 1,000 | Put | Sole | 2025-04-23 | |
| 2024-12-31 | $33,491,258 | 82,932 | Shares | Sole | 2025-08-08 | |
| 2024-12-31 | $282,688 | 700 | Call | Sole | 2025-08-08 | |
| 2024-09-30 | $261,630 | 1,000 | Call | Sole | 2024-10-21 | |
| 2024-09-30 | $20,285,743 | 77,536 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $14,677,353 | 74,173 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $11,974,814 | 68,120 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $23,017,944 | 92,635 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $15,980,800 | 63,867 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $16,027,915 | 61,229 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $11,857,376 | 57,155 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $6,093,591 | 49,469 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $9,779,237 | 36,868 | Shares | Sole | 2022-10-26 | |
| 2022-06-30 | $8,447,379 | 12,544 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $12,311,580 | 11,425 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $10,890,117 | 10,305 | Shares | Sole | 2022-02-22 | |
| 2021-09-30 | $1,982,902 | 2,557 | Shares | Sole | 2021-10-26 | |
| 2021-06-30 | $5,375,748 | 7,909 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $5,471,013 | 8,191 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $6,069,466 | 8,601 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $4,181,559 | 9,747 | Shares | Sole | 2020-10-23 | |
| 2020-06-30 | $1,301,170 | 1,205 | Shares | Sole | 2020-08-25 | |
| 2020-03-31 | $598,931 | 1,143 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||