Telemark Asset Management, LLC
Telemark Asset Management, LLC reported 57 positions worth $1.38B as of June 30, 2026 (13F filed August 10, 2026). Largest holding: NVDA (8.7%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | NVDA | SH | $120.1M | 8.67% | 600,000 | — | — | |
| ▸ 2 | CCJ | SH | $91.7M | 6.62% | 900,000 | — | — | |
| ▸ 3 | NOVT | SH | $69.0M | 4.98% | 425,000 | — | — | |
| ▸ 4 | HEI | SH | $49.9M | 3.60% | 140,000 | — | — | |
| ▸ 5 | MRNA | SH | $49.0M | 3.54% | 700,000 | — | — | |
| ▸ 6 | TSM | SH | $47.8M | 3.45% | 100,000 | — | — | |
| ▸ 7 | AMZN | SH | $47.7M | 3.44% | 200,000 | — | — | |
| ▸ 8 | GLW | SH | $42.1M | 3.05% | 165,000 | — | — | |
| ▸ 9 | HAL | SH | $40.7M | 2.94% | 1,200,000 | — | — | |
| ▸ 10 | TER | SH | $36.3M | 2.62% | 75,000 | — | — |
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Frequently Asked Questions
What stocks does Telemark Asset Management, LLC hold as of Q2 2026?
Telemark Asset Management, LLC reported 57 positions worth $1.38B in its Q2 2026 13F filing. Largest positions: NVDA (8.7%), CCJ (6.6%), NOVT (5.0%), HEI (3.6%) and MRNA (3.5%).
What did Telemark Asset Management, LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Telemark Asset Management, LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.