Telemark Asset Management, LLC
Q2 2026 13F filing
Updated 32 days ago57 disclosed positions worth $1.4B
Full holdings
Every line item disclosed in Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | N NVDA NVIDIA CORPORATION | $120.1M | 600.0K | 8.67% | — |
| 2 | C CCJ CAMECO CORP | $91.7M | 900.0K | 6.62% | — |
| 3 | N NOVTU NOVANTA INC | $69M | 425.0K | 4.98% | — |
| 4 | H HEI-A HEICO CORP NEW | $49.9M | 140.0K | 3.60% | — |
| 5 | M MRNA MODERNA INC | $49M | 700.0K | 3.54% | — |
| 6 | T TSMWF TAIWAN SEMICONDUCTOR MANUFAC | $47.8M | 100.0K | 3.45% | — |
| 7 | A AMZN AMAZON COM INC | $47.7M | 200.0K | 3.44% | — |
| 8 | G GLW CORNING INC | $42.1M | 165.0K | 3.05% | — |
| 9 | H HAL HALLIBURTON CO | $40.7M | 1.20M | 2.94% | — |
| 10 | T TER TERADYNE INC | $36.3M | 75.0K | 2.62% | — |
| 11 | W WCN WASTE CONNECTIONS INC | $33.3M | 200.0K | 2.41% | — |
| 12 | H HEI-A HEICO CORP NEW | $32.2M | 125.0K | 2.33% | — |
| 13 | C CAT CATERPILLAR INC | $31.9M | 30.0K | 2.31% | — |
| 14 | D DOCN DIGITALOCEAN HLDGS INC | $31.4M | 200.0K | 2.27% | — |
| 15 | K KOPN KOPIN CORP | $31.4M | 7.00M | 2.27% | — |
| 16 | C CLH CLEAN HARBORS INC | $29.9M | 100.0K | 2.16% | — |
| 17 | P PLTR PALANTIR TECHNOLOGIES INC | $29.2M | 250.0K | 2.11% | — |
| 18 | R RPRX SLB LIMITED | $27.9M | 600.0K | 2.02% | — |
| 19 | A ADI ANALOG DEVICES INC | $27.8M | 70.0K | 2.01% | — |
| 20 | A AMSC AMERICAN SUPERCONDUCTOR CORP | $24.9M | 600.0K | 1.80% | — |
| 21 | T TXN TEXAS INSTRS INC | $23.8M | 80.0K | 1.72% | — |
| 22 | B BKR BAKER HUGHES COMPANY | $22.2M | 400.0K | 1.60% | — |
| 23 | A AMAT APPLIED MATLS INC | $21.7M | 30.0K | 1.57% | — |
| 24 | F FNV FRANCO NEV CORP | $20.8M | 100.0K | 1.51% | — |
| 25 | A ALNT ALLIENT INC | $20.6M | 200.0K | 1.49% | — |
| 26 | A ASMLF ASML HLDG NV | $19.9M | 10.0K | 1.44% | — |
| 27 | A ALM ALMONTY INDS INC | $19.9M | 1.20M | 1.44% | — |
| 28 | A ANDG ANDERSEN GROUP INC | $18.9M | 500.0K | 1.36% | — |
| 29 | M MOD MODINE MFG CO | $18.7M | 70.0K | 1.35% | — |
| 30 | G GOOGN ALPHABET INC | $17.9M | 50.0K | 1.29% | — |
| 31 | G GRMN GARMIN LTD | $17.8M | 75.0K | 1.29% | — |
| 32 | L LRCX LAM RESEARCH CORP | $17.3M | 40.0K | 1.25% | — |
| 33 | M META META PLATFORMS INC | $16.9M | 30.0K | 1.22% | — |
| 34 | L LPTH LIGHTPATH TECHNOLOGIES INC | $16.8M | 1.02M | 1.21% | — |
| 35 | B BWXT BWX TECHNOLOGIES INC | $15.6M | 80.0K | 1.13% | — |
| 36 | O ODFL OLD DOMINION FREIGHT LINE IN | $15.2M | 70.0K | 1.10% | — |
| 37 | B BV BRIGHTVIEW HLDGS INC | $12M | 850.0K | 0.87% | — |
| 38 | Q QBTS D-WAVE QUANTUM INC | $12M | 500.0K | 0.87% | — |
| 39 | N NXT NEXTPOWER INC | $11.9M | 100.0K | 0.86% | — |
| 40 | A AXON AXON ENTERPRISE INC | $11.2M | 20.0K | 0.81% | — |
| 41 | B BDSX BIODESIX INC | $11M | 489.8K | 0.80% | — |
| 42 | K KARO KAROOOOO LTD | $10.6M | 215.2K | 0.77% | — |
| 43 | T TWLO TWILIO INC | $10.3M | 50.0K | 0.75% | — |
| 44 | A APP APPLOVIN CORP | $10.3M | 20.0K | 0.74% | — |
| 45 | S SHOP SHOPIFY INC | $10.3M | 90.0K | 0.74% | — |
| 46 | T TRMB TRIMBLE INC | $10.2M | 200.0K | 0.74% | — |
| 47 | H HLMN HILLMAN SOLUTIONS CORP | $9.3M | 1.10M | 0.67% | — |
| 48 | O ORA ORMAT TECHNOLOGIES INC | $8.7M | 80.0K | 0.63% | — |
| 49 | C CDXS CODEXIS INC | $8.7M | 3.85M | 0.63% | — |
| 50 | R ROG ROGERS CORP | $8.2M | 50.0K | 0.59% | — |