Telemark Asset Management
$1.4B 13F equity value
59 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Telemark Asset Management covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | 600,000 | $120M | 8.7% |
| CCJ | CAMECO CORP | 900,000 | $92M | 6.6% |
| NOVT | NOVANTA INC | 425,000 | $69M | 5.0% |
| HEI | HEICO CORP NEW | 140,000 | $50M | 3.6% |
| MRNA | MODERNA INC | 700,000 | $49M | 3.5% |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | 100,000 | $48M | 3.5% |
| AMZN | AMAZON COM INC | 200,000 | $48M | 3.4% |
| GLW | CORNING INC | 165,000 | $42M | 3.0% |
| HAL | HALLIBURTON CO | 1,200,000 | $41M | 2.9% |
| TER | TERADYNE INC | 75,000 | $36M | 2.6% |
Track Telemark Asset Management's 13F portfolio: $1.4B in reported holdings, 59 positions. Top holdings and quarterly changes on SentiSense.
This page is powered by the SentiSense API: GET /api/v1/institutional/institution/{slugOrCik}