TSLA β€” TESLA INC

Ownership history in Hyperion Asset Management Ltd  Β·  24 quarters on record

This page tracks every 13F SEC filing in which Hyperion Asset Management Ltd 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
16.46% (2021 Q1)
πŸ“Š Avg. % of fund
14.53%
πŸ“… First filed
2020 Q1
πŸ“… Last filed
2025 Q4
⏱ Quarters held
24

Position Intelligence

Hyperion Asset Management Ltd Γ— TSLA AI Analytics

πŸ“ˆ Hyperion Asset Management Ltd outperformed the S&P 500 by +55.3% annually on this TSLA position. Timing score: 65% (15/23 decisions correct). Average cost basis: $186.33. Maximum drawdown during holding period: –65.7%.

πŸ“ˆ Position Alpha vs SPY
+55.3%
annualised excess return

πŸ”₯ Exceptional β€” beat the S&P 500 by 55.3% per year on this position.
23 quarters analyzed

⏱️ Timing Score
65%

βœ… Decent timing β€” more right than wrong on entries and exits.
15 of 23 add/trim decisions correct

πŸ’° Entry Quality
$186.33
+141.4% vs current ($449.72)

Best entry: $34.93 (2020 Q1)  Β·  Worst: $265.25 (2022 Q3)

πŸ›‘οΈ Drawdown Resilience
–65.7%
max drawdown while held

πŸ’ͺ Held through 2 major drawdowns (>20%).

πŸ’ͺ Fund Conviction
58%
buy-side decisions

14 adds Β· 10 trims. Bought during 6 of 7 down-price quarters. πŸ“ˆ More buys than sells across the holding period.

πŸ“‘ Position Trajectory
↓ Shrinking
last 4–5 quarters trend

πŸ“‰ Portfolio weight has been declining in recent quarters. Possible distribution phase.
Currently 13.9% 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 10 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 1,106,123 -53,147 -4.6% 13.90% $497.4M $449.72
2025 Q3 REDUCED 1,159,270 -240,899 -17.2% 14.38% $515.6M $444.72
2025 Q2 REDUCED 1,400,169 -19,573 -1.4% 14.05% $444.8M $317.66
2025 Q1 ADDED 1,419,742 +249,318 +21.3% 14.46% $367.9M $259.16
2024 Q4 REDUCED 1,170,424 -381,513 -24.6% 15.66% $472.7M $403.84
2024 Q3 REDUCED 1,551,937 -296,500 -16.0% 15.57% $406.0M $261.63
2024 Q2 ADDED 1,848,437 +11,841 +0.6% 15.10% $365.8M $197.88
2024 Q1 ADDED 1,836,596 +441,282 +31.6% 13.57% $322.9M $175.79
2023 Q4 ADDED 1,395,314 +127,918 +10.1% 14.26% $346.7M $248.48
2023 Q3 REDUCED 1,267,396 -17,159 -1.3% 15.26% $317.1M $250.22
14 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history
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