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Tsai Capital’s Tesla TSLA Stock Holding History

Tsai Capital’s Portfolio TSLA Stock Details TSLA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$29.7M Sell
70,574
-64
-0.1% -$25.5K 21.94% 1
2026
Q1 		$26.3M Buy
70,638
+675
+1% +$278K 19.54% 1
2025
Q4 		$31.5M Buy
69,963
+213
+0.3% +$94.4K 21.42% 1
2025
Q3 		$31M Buy
69,750
+184
+0.3% +$63.8K 21.64% 1
2025
Q2 		$22.1M Sell
69,566
-3,849
-5% -$1.16M 16.2% 2
2025
Q1 		$19M Buy
73,415
+3,715
+5% +$1.24M 15.65% 1
2024
Q4 		$28.1M Buy
69,700
+5
+0% +$1.61K 20.49% 1
2024
Q3 		$18.2M Sell
69,695
-61,605
-47% -$14M 14.82% 2
2024
Q2 		$26M Buy
131,300
+474
+0.4% +$82.8K 25.59% 1
2024
Q1 		$23M Buy
130,826
+1,589
+1% +$310K 23.71% 1
2023
Q4 		$32.1M Sell
129,237
-4,849
-4% -$1.15M 29.44% 1
2023
Q3 		$33.6M Buy
134,086
+9
+0% +$2.31K 32.05% 1
2023
Q2 		$35.1M Buy
134,077
+389
+0.3% +$77.8K 31.83% 1
2023
Q1 		$27.7M Buy
133,688
+9,397
+8% +$1.64M 29.17% 1
2022
Q4 		$15.3M Buy
124,291
+6,649
+6% +$1.26M 22.17% 1
2022
Q3 		$31.2M Sell
117,642
-480
-0.4% -$134K 34.61% 1
2022
Q2 		$26.5M Sell
118,122
-3,108
-3% -$848K 31.46% 1
2022
Q1 		$43.5M Buy
121,230
+930
+0.8% +$290K 33.39% 1
2021
Q4 		$42.4M Buy
120,300
+1,998
+2% +$670K 29.44% 1
2021
Q3 		$30.6M Buy
118,302
+2,247
+2% +$529K 26.35% 1
2021
Q2 		$26.3M Buy
116,055
+1,131
+1% +$246K 24.14% 1
2021
Q1 		$25.6M Buy
114,924
+4,143
+4% +$1.04M 25.27% 1
2020
Q4 		$26.1M Buy
+110,781
New +$18.9M 26.11% 1

Other funds holding TSLA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Tsai Capital's TSLA Position: Q2 2026 in Review

Tsai Capital reduced its Tesla (TSLA) stake by 0.09% in Q2 2026, selling an estimated $25.5K and leaving 70,574 shares worth $29.7M. The position accounts for 21.94% of the portfolio, ranked #1.

Tsai Capital first reported a position in TSLA in Q4 2020 and has held it in 23 quarters since. The position peaked at $43.5M in Q1 2022. 4,303 funds tracked by Wall St. Rank hold TSLA as of Q2 2026.

  • Tsai Capital held 70,574 shares of Tesla worth $29.7M as of Q2 2026.
  • Tsai Capital sold 64 Tesla shares in Q2 2026, an estimated $25.5K.
  • Tesla made up 21.94% of Tsai Capital's portfolio in Q2 2026, its #1 holding.
  • Tsai Capital first reported a position in Tesla in Q4 2020 and has held it in 23 quarters since.
  • Tsai Capital's Tesla position peaked at $43.5M in Q1 2022.
  • 4,303 funds tracked by Wall St. Rank held Tesla as of Q2 2026.

Based on Tsai Capital's 13F filing for Q2 2026, filed 13 Aug 2026.