Telemark Asset Management, LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 11, 2026, for the 2025 Q4 period, Telemark Asset Management, LLC held in its portfolio 56 assets valued at $1,001,184,400 (i.e. $1.00B).
The most valuable assets in the portfolio included: NVIDIA CORPORATION ($111.90M), CAMECO CORP ($91.49M), and AMAZON COM INC ($46.16M).
The chart below shows the top 10 valuable assets, and the table below shows the top 56 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Telemark Asset Management, LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| NVIDIA CORPORATION | 600000 | 111900000 | COM |
| CAMECO CORP | 1000000 | 91490000 | COM |
| AMAZON COM INC | 200000 | 46164000 | COM |
| HEICO CORP NEW | 140000 | 45302600 | COM |
| NOVANTA INC | 375000 | 44621250 | COM |
| HEICO CORP NEW | 125000 | 31553750 | CL A |
| TAIWAN SEMICONDUCTOR MFG LTD | 100000 | 30389000 | SPONSORED ADS |
| META PLATFORMS INC | 40000 | 26403600 | CL A |
| TRIMBLE INC | 300000 | 23505000 | COM |
| ANALOG DEVICES INC | 85000 | 23052000 | COM |
| MICROCHIP TECHNOLOGY INC. | 350000 | 22302000 | COM |
| WASTE CONNECTIONS INC | 120000 | 21043200 | COM |
| SHOPIFY INC | 130000 | 20926100 | CL A SUB VTG SHS |
| FRANCO NEV CORP | 100000 | 20728000 | COM |
| CLEAN HARBORS INC | 80000 | 18758400 | COM |
| AMERICAN SUPERCONDUCTOR CORP | 619900 | 17840722 | SHS NEW |
| PALANTIR TECHNOLOGIES INC | 100000 | 17775000 | CL A |
| CORNING INC | 200000 | 17512000 | COM |
| BWX TECHNOLOGIES INC | 100000 | 17284000 | COM |
| MONGODB INC | 40000 | 16787600 | CL A |
| KOPIN CORP | 7000000 | 16380000 | COM |
| EQT CORP | 300000 | 16080000 | COM |
| ALPHABET INC | 50000 | 15650000 | CAP STK CL A |
| MICROSOFT CORP | 30000 | 14508600 | COM |
| TERADYNE INC | 70000 | 13549200 | COM |
| APPLOVIN CORP | 20000 | 13476400 | COM CL A |
| MODINE MFG CO | 100000 | 13351000 | COM |
| FIRST SOLAR INC | 50000 | 13061500 | COM |
| GENEDX HOLDINGS CORP | 100000 | 13006000 | COM CL A |
| SHOALS TECHNOLOGIES GROUP IN | 1500000 | 12750000 | CL A |
| MIRION TECHNOLOGIES INC | 500000 | 11710000 | COM CL A |
| ALMONTY INDS INC | 1300000 | 11453000 | COM NEW |
| AXON ENTERPRISE INC | 20000 | 11358600 | COM |
| ASML HOLDING N V | 10000 | 10698600 | N Y REGISTRY SHS |
| RANGE RES CORP | 300000 | 10578000 | COM |
| APPLIED MATLS INC | 40000 | 10279600 | COM |
| KAROOOOO LTD | 225150 | 10244325 | ORD SHS |
| GARMIN LTD | 50000 | 10142500 | SHS |
| DIGITALOCEAN HLDGS INC | 200000 | 9624000 | COM |
| ORMAT TECHNOLOGIES INC | 80000 | 8837600 | COM |
| LAM RESEARCH CORP | 50000 | 8559000 | COM NEW |
| BRIGHTVIEW HLDGS INC | 650000 | 8235500 | COM |
| HILLMAN SOLUTIONS CORP | 950000 | 8227000 | COM |
| ALLIENT INC | 150000 | 8062500 | COM |
| CAMTEK LTD | 70000 | 7444150 | ORD |
| CELLEBRITE DI LTD | 400000 | 7212000 | ORDINARY SHARES |
| CODEXIS INC | 3846411 | 6269650 | COM |
| BETA TECHNOLOGIES INC | 200000 | 5642000 | COM SHS CL A |
| ARM HOLDINGS PLC | 50000 | 5465500 | SPONSORED ADS |
| ASP ISOTOPES INC | 825000 | 4413750 | COM |
| LIGHTPATH TECHNOLOGIES INC | 385000 | 4158000 | COM CL A |
| RIVIAN AUTOMOTIVE INC | 200000 | 3942000 | COM CL A |
| ENERPAC TOOL GROUP CORP | 100000 | 3824000 | CL A COM |
| ASPEN AEROGELS INC | 1000000 | 2830000 | COM |
| ANDERSEN GROUP INC | 100000 | 2593000 | CL A |
| BIODESIX INC | 327824 | 2229203 | COM |
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