Institutions / Telemark Asset Management, LLC
Telemark Asset Management, LLC
CIK 1420816 · Institution · as of Dec 31, 2025
Portfolio value
$1.00B
Positions
56
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 56 →
| Company | Value | % of portfolio |
|---|---|---|
| NVIDIA Corp | $111.90M | 11.2% |
| Cameco Corp | $91.49M | 9.1% |
| Amazon.com Inc | $46.16M | 4.6% |
| Heico Corp | $45.30M | 4.5% |
| Novanta Inc | $44.62M | 4.5% |
| Heico Corp | $31.55M | 3.2% |
| Taiwan Semiconductor Manufacturing Co LtdTSM | $30.39M | 3.0% |
| Meta Platforms Inc | $26.40M | 2.6% |
| Trimble Inc. | $23.50M | 2.3% |
| Analog Devices Inc | $23.05M | 2.3% |
| Microchip Technology Inc | $22.30M | 2.2% |
| Waste Connections Inc | $21.04M | 2.1% |
| Shopify Inc | $20.93M | 2.1% |
| Franco Nev Corp | $20.73M | 2.1% |
| Clean Harbors Inc | $18.76M | 1.9% |
| American Superconductor Corp /De | $17.84M | 1.8% |
| Palantir Technologies Inc | $17.77M | 1.8% |
| Corning Inc /Ny | $17.51M | 1.7% |
| BWX Technologies, Inc. | $17.28M | 1.7% |
| MongoDB, Inc. | $16.79M | 1.7% |
| Kopin Corp | $16.38M | 1.6% |
| EQT Corp | $16.08M | 1.6% |
| Alphabet Inc. | $15.65M | 1.6% |
| Microsoft Corp | $14.51M | 1.4% |
| Teradyne, Inc | $13.55M | 1.4% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.