TSLA β€” TESLA INC

Ownership history in Defender Capital, LLC.  Β·  5 quarters on record

This page tracks every 13F SEC filing in which Defender Capital, LLC. reported a position in TESLA INC (TSLA). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β€” sourced directly from SEC EDGAR 13F filings.

πŸ” Peak position
3.95% (2025 Q4)
πŸ“Š Avg. % of fund
1.7%
πŸ“… First filed
2024 Q3
πŸ“… Last filed
2025 Q4
⏱ Quarters held
5

Position Intelligence

Defender Capital, LLC. Γ— TSLA AI Analytics

πŸ“ˆ Defender Capital, LLC. outperformed the S&P 500 by +62.7% annually on this TSLA position. Timing score: 75% (3/4 decisions correct). Average cost basis: $379.48. Maximum drawdown during holding period: –35.8%.

πŸ“ˆ Position Alpha vs SPY
+62.7%
annualised excess return

πŸ”₯ Exceptional β€” beat the S&P 500 by 62.7% per year on this position.
4 quarters analyzed

⏱️ Timing Score
75%

🎯 Smart timing β€” consistently buying dips and trimming near peaks.
3 of 4 add/trim decisions correct

πŸ’° Entry Quality
$379.48
+18.5% vs current ($449.72)

Best entry: $259.16 (2025 Q1)  Β·  Worst: $449.72 (2025 Q4)

πŸ›‘οΈ Drawdown Resilience
–35.8%
max drawdown while held

πŸ’ͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.

πŸ’ͺ Fund Conviction
100%
buy-side decisions

5 adds Β· 0 trims. Bought during 1 of 1 down-price quarters. πŸ‚ Consistently bullish β€” fund kept accumulating this position.

πŸ“‘ Position Trajectory
↑ Growing
last 4–5 quarters trend

πŸ“ˆ Defender Capital, LLC. has been actively increasing its TSLA allocation β€” a bullish signal from insiders.
Currently 3.95% of portfolio

⚠ Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ— 4 (annualised). Not investment advice.

% of Fund (quarterly)    TSLA price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 5 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 27,132 +13,552 +99.8% 3.95% $12.2M $449.72
2025 Q2 ADDED 13,580 +1,950 +16.8% 1.46% $4.3M $317.66
2025 Q1 ADDED 11,630 +2,203 +23.4% 1.21% $3.1M $259.16
2024 Q4 ADDED 9,427 +3,831 +68.5% 1.40% $3.8M $403.84
2024 Q3 INITIATED 5,596 β€” β€” 0.49% $1.5M $261.63
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