Valeo Financial Advisors, LLC

Position in TSLA — Tesla, Inc.

CIK 1722641 CARMEL, IN

Back to TSLA Full portfolio

Position in TSLA

as of Mar 31, 2026 · filed May 8, 2026 Compact

Position Value

$20,007,956

-$6,182,387 QoQ

Shares Held

53,821

-7.6% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.94%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Common Shares in TSLA Over Time

Shares Held

Position Value (USD)

Derivatives in TSLA

reported options exposure · as of Jun 30, 2025

CallValue

$31,766

CallShares

100

PutValue

PutShares

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 Mar 31, 2026

Valeo Financial Advisors, LLC holds $29,807,633 across 7 Auto Manufacturers names. TSLA ranks #1 (67.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TSLA	Tesla, Inc. This page	53,821	$20,007,956
2	XPEV	Xpeng Inc.	386,178	$6,607,505
3	F	Ford Motor Co	91,489	$1,055,783
4	GM	General Motors Co	9,811	$730,919
5	TM	Toyota Motor Corp/	3,402	$701,118
6	RIVN	Rivian Automotive, Inc. / DE	24,245	$364,887
7	RACE	Ferrari N.V.	1,003	$339,465

All Filings in TSLA

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44 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$20,007,956	53,821	-7.6%	Shares	Sole	2026-05-08
2025-12-31	$26,190,343	58,237	-6.7%	Shares	Sole	2026-02-04
2025-09-30	$27,761,646	62,425	-4.5%	Shares	Sole	2025-11-03
2025-06-30	$20,755,269	65,338	+65238.0%	Shares	Sole	2025-09-12
2025-06-30	$31,766	100	-99.8%	Call	Sole	2025-09-12
2025-03-31	$15,846,079	61,144	+61044.0%	Shares	Sole	2025-04-30
2025-03-31	$25,916	100	-99.8%	Call	Sole	2025-04-30
2024-12-31	$23,132,359	57,281	+57181.0%	Shares	Sole	2025-01-30
2024-12-31	$40,384	100	-92.9%	Call	Sole	2025-01-30
2024-09-30	$366,282	1,400	-97.6%	Call	Sole	2024-10-10
2024-09-30	$15,408,960	58,896	-0.2%	Shares	Sole	2024-10-10
2024-06-30	$11,677,096	59,011	+14652.8%	Shares	Sole	2024-07-10
2024-06-30	$79,152	400	-99.3%	Call	Sole	2024-07-10
2024-03-31	$10,149,763	57,738	+8148.3%	Shares	Sole	2024-04-25
2023-12-31	$173,936	700	-65.0%	Call	Sole	2024-01-29
2023-12-31	$496,960	2,000	-96.5%	Put	Sole	2024-01-29
2023-12-31	$14,013,526	56,397	+18699.0%	Shares	Sole	2024-01-29
2023-09-30	$75,066	300	-99.4%	Call	Sole	2023-10-20
2023-09-30	$12,527,764	50,067	+12.0%	Shares	Sole	2023-10-20
2023-06-30	$11,702,427	44,705	+14801.7%	Shares	Sole	2023-07-14
2023-06-30	$78,531	300	-99.5%	Call	Sole	2023-07-14
2023-03-31	$12,128,733	58,463	+58363.0%	Shares	Sole	2023-04-17
2022-12-31	$12,318	100	-99.7%	Call	Sole	2023-02-09
2022-12-31	$4,737,256	38,458	+22.9%	Shares	Sole	2023-02-09
2022-09-30	$8,298,081	31,284	—	Shares	Sole	2022-10-31
2022-06-30	$0	0	-100.0%	Put	Sole	2022-08-03
2022-06-30	$2,773,592	12,356	-18.6%	Shares	Sole	2022-08-03
2022-03-31	$5,451,219	15,176	+23.7%	Shares	Sole	2022-04-28
2021-12-31	$4,320,116	12,264	+513.2%	Shares	Sole	2022-01-07
2021-09-30	$516,986	2,000	-82.9%	Put	Sole	2021-11-02
2021-09-30	$3,017,133	11,672	+483.6%	Shares	Sole	2021-11-02
2021-09-30	$516,986	2,000	0.0%	Call	Sole	2021-11-02
2021-06-30	$453,133	2,000	-4.8%	Put	Sole	2021-07-22
2021-06-30	$475,789	2,100	-80.1%	Call	Sole	2021-07-22
2021-06-30	$2,395,263	10,572	+1.7%	Shares	Sole	2021-07-22
2021-03-31	$2,314,599	10,396	+845.1%	Shares	Sole	2021-04-12
2021-03-31	$244,907	1,100	+1000.0%	Put	Sole	2021-04-12
2021-03-31	$22,264	100	-99.0%	Call	Sole	2021-04-12
2020-12-31	$2,260,495	9,610	+5.3%	Shares	Sole	2021-02-11
2020-09-30	$1,304,619	9,123	+9023.0%	Shares	Sole	2020-10-28
2020-09-30	$14,300	100	-94.7%	Call	Sole	2020-10-28
2020-06-30	$135,120	1,877	-31.9%	Shares	Sole	2020-07-20
2020-03-31	$96,311	2,757	+2657.0%	Shares	Sole	2020-04-13
2020-03-31	$3,493	100	—	Put	Sole	2020-04-13
No filing history on record for this holder in this stock.