EdgeMarket › What Telemark Asset Management, Llc reported owning
What Telemark Asset Management, Llc reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
1.1BPositions
53Quarter
2026-03-31Shown below
50largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| NVDA NVIDIA CORP | 104.6M | 9.7% | 600.0K | 214.72 | +22.4% |
| CCJ CAMECO CORP | 97.7M | 9.0% | 900.0K | 102.51 | +45.5% |
| HAL HALLIBURTON CO | 46.8M | 4.3% | 1.2M | 35.34 | +67.5% |
| NOVT NOVANTA INC | 44.3M | 4.1% | 375.0K | 145.24 | +26.1% |
| AMZN AMAZON COM INC | 41.7M | 3.9% | 200.0K | 258.63 | +15.6% |
| HEI HEICO CORP | 38.4M | 3.5% | 140.0K | 355.04 | +15.6% |
| TSM TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | 33.8M | 3.1% | 100.0K | 418.95 | +83.3% |
| SLB SLB LIMITED/NV | 30.8M | 2.9% | 600.0K | 53.87 | +61.5% |
| PLTR Palantir Technologies Inc. | 29.3M | 2.7% | 200.0K | 179.94 | +15.3% |
| CLH CLEAN HARBORS INC | 28.7M | 2.7% | 100.0K | 315.98 | +29.5% |
| GLW CORNING INC /NY | 27.2M | 2.5% | 200.0K | 149.84 | +132.0% |
| unmapped CUSIP 422806208 | 26.4M | 2.4% | 125.0K | — | — |
| MRNA Moderna, Inc. | 25.4M | 2.3% | 500.0K | 145.13 | +439.7% |
| FNV FRANCO NEVADA Corp | 24.7M | 2.3% | 100.0K | 265.74 | +49.0% |
| BKR Baker Hughes Co | 24.4M | 2.3% | 400.0K | 62.34 | +45.5% |
| ADI ANALOG DEVICES INC | 22.3M | 2.1% | 70.0K | 373.09 | +52.4% |
| CAT CATERPILLAR INC | 21.3M | 2.0% | 30.0K | 827.90 | +96.8% |
| TER TERADYNE, INC | 20.8M | 1.9% | 70.0K | 375.74 | +243.1% |
| BWXT BWX Technologies, Inc. | 20.4M | 1.9% | 100.0K | 156.78 | -4.1% |
| AMSC AMERICAN SUPERCONDUCTOR CORP /DE/ | 20.3M | 1.9% | 600.0K | 30.01 | -37.6% |
| ALM Almonty Industries Inc. | 17.4M | 1.6% | 1.2M | 18.51 | +340.7% |
| MOD MODINE MANUFACTURING CO | 17.3M | 1.6% | 80.0K | 197.68 | +46.5% |
| META Meta Platforms, Inc. | 17.2M | 1.6% | 30.0K | 549.90 | -26.5% |
| DOCN DigitalOcean Holdings, Inc. | 17.2M | 1.6% | 200.0K | 115.64 | +282.8% |
| WCN Waste Connections, Inc. | 16.2M | 1.5% | 100.0K | 169.40 | -8.8% |
| KOPN KOPIN CORP | 15.8M | 1.5% | 7.0M | 5.04 | +184.7% |
| TXN TEXAS INSTRUMENTS INC | 15.5M | 1.4% | 80.0K | 264.36 | +31.7% |
| GOOGL Alphabet Inc. | 14.4M | 1.3% | 50.0K | 344.82 | +73.0% |
| AMAT APPLIED MATERIALS INC /DE | 13.7M | 1.3% | 40.0K | 492.32 | +205.9% |
| ANDG Andersen Group Inc. | 13.6M | 1.3% | 500.0K | 50.16 | — |
| ASML ASML HOLDING NV | 13.2M | 1.2% | 10.0K | 1,763.76 | +135.3% |
| TRMB TRIMBLE INC. | 13.0M | 1.2% | 200.0K | 60.25 | -24.9% |
| NXT Nextpower Inc. | 12.1M | 1.1% | 100.0K | 86.18 | +30.3% |
| GRMN GARMIN LTD | 11.6M | 1.1% | 50.0K | 294.85 | +28.1% |
| KARO Karooooo Ltd. | 10.7M | 1.0% | 215.2K | 63.96 | +35.5% |
| LRCX LAM RESEARCH CORP | 10.7M | 1.0% | 50.0K | 314.00 | +216.7% |
| SHOP SHOPIFY INC. | 10.7M | 1.0% | 90.0K | 149.25 | +8.7% |
| CAMT CAMTEK LTD | 10.6M | 1.0% | 70.0K | 146.81 | +78.1% |
| BV BrightView Holdings, Inc. | 10.0M | 0.9% | 850.0K | 11.30 | -22.2% |
| ORA ORMAT TECHNOLOGIES, INC. | 9.0M | 0.8% | 80.0K | 108.38 | +17.4% |
| ALNT ALLIENT INC | 8.9M | 0.8% | 150.0K | 95.84 | +122.2% |
| AXON AXON ENTERPRISE, INC. | 8.5M | 0.8% | 20.0K | 627.75 | -17.5% |
| APP AppLovin Corp | 8.0M | 0.7% | 20.0K | 305.77 | -25.9% |
| HLMN Hillman Solutions Corp. | 7.9M | 0.7% | 950.0K | 8.36 | -13.6% |
| QBTS D-Wave Quantum Inc. | 7.2M | 0.7% | 500.0K | 20.39 | +35.4% |
| BDSX BIODESIX INC | 7.1M | 0.7% | 489.8K | 26.63 | +224.7% |
| TWLO TWILIO INC | 6.3M | 0.6% | 50.0K | 225.30 | +121.0% |
| CDXS CODEXIS, INC. | 6.3M | 0.6% | 3.8M | 1.67 | -40.8% |
| OVV Ovintiv Inc. | 5.9M | 0.5% | 100.0K | 66.82 | +71.2% |
| NXE NexGen Energy Ltd. | 5.8M | 0.5% | 500.0K | 10.86 | +68.1% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
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