Telemark Asset Management, LLC
Q1 2026 13F Holdings
- Locationboston, MA
- Num holdings
53
- Value ($000)
$1,081,759
- Date Filed 05/12/2026
- Form type13F-HR
- CIK 0001420816
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2026 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
NVIDIA CORPORATION | COM | 67066G104 | $104.64M | 10 % | 600,000 | ||
CAMECO CORP | COM | 13321L108 | $97.75M | 9 % | 900,000 | ||
HALLIBURTON CO | COM | 406216101 | $46.79M | 4 % | 1,200,000 | ||
NOVANTA INC | COM | 67000B104 | $44.29M | 4 % | 375,000 | ||
AMAZON COM INC | COM | 023135106 | $41.65M | 4 % | 200,000 | ||
HEICO CORP NEW | COM | 422806109 | $38.39M | 4 % | 140,000 | ||
TAIWAN SEMICONDUCTOR MANUFAC | SPONSORED ADS | 874039100 | $33.8M | 3 % | 100,000 | ||
SLB LIMITED | COM STK | 806857108 | $30.83M | 3 % | 600,000 | ||
PALANTIR TECHNOLOGIES INC | CL A | 69608A108 | $29.26M | 3 % | 200,000 | ||
CLEAN HARBORS INC | COM | 184496107 | $28.67M | 3 % | 100,000 |
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