Telemark Asset Management, LLC

Est. AUM

$1.08B

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	NVIDIA CORPORATION	COM	$104.6M	600000	9.67%	SOLE
2	CAMECO CORP	COM	$97.7M	900000	9.04%	SOLE
3	HALLIBURTON CO	COM	$46.8M	1200000	4.33%	SOLE
4	NOVANTA INC	COM	$44.3M	375000	4.09%	SOLE
5	AMAZON COM INC	COM	$41.7M	200000	3.85%	SOLE
6	HEICO CORP NEW	COM	$38.4M	140000	3.55%	SOLE
7	TAIWAN SEMICONDUCTOR MANUFAC	SPONSORED ADS	$33.8M	100000	3.12%	SOLE
8	SLB LIMITED	COM STK	$30.8M	600000	2.85%	SOLE
9	PALANTIR TECHNOLOGIES INC	CL A	$29.3M	200000	2.70%	SOLE
10	CLEAN HARBORS INC	COM	$28.7M	100000	2.65%	SOLE
11	CORNING INC	COM	$27.2M	200000	2.51%	SOLE
12	HEICO CORP NEW	CL A	$26.4M	125000	2.44%	SOLE
13	MODERNA INC	COM	$25.4M	500000	2.35%	SOLE
14	FRANCO NEV CORP	COM	$24.7M	100000	2.28%	SOLE
15	BAKER HUGHES COMPANY	CL A	$24.4M	400000	2.26%	SOLE
16	ANALOG DEVICES INC	COM	$22.3M	70000	2.06%	SOLE
17	CATERPILLAR INC	COM	$21.3M	30000	1.96%	SOLE
18	TERADYNE INC	COM	$20.8M	70000	1.92%	SOLE
19	BWX TECHNOLOGIES INC	COM	$20.4M	100000	1.89%	SOLE
20	AMERICAN SUPERCONDUCTOR CORP	SHS NEW	$20.3M	600000	1.88%	SOLE
21	ALMONTY INDS INC	COM NEW	$17.4M	1200000	1.61%	SOLE
22	MODINE MFG CO	COM	$17.3M	80000	1.60%	SOLE
23	META PLATFORMS INC	CL A	$17.2M	30000	1.59%	SOLE
24	DIGITALOCEAN HLDGS INC	COM	$17.2M	200000	1.59%	SOLE
25	WASTE CONNECTIONS INC	COM	$16.2M	100000	1.50%	SOLE
26	KOPIN CORP	COM	$15.8M	7000000	1.46%	SOLE
27	TEXAS INSTRS INC	COM	$15.5M	80000	1.44%	SOLE
28	ALPHABET INC	CAP STK CL A	$14.4M	50000	1.33%	SOLE
29	APPLIED MATLS INC	COM	$13.7M	40000	1.26%	SOLE
30	ANDERSEN GROUP INC	CL A	$13.6M	500000	1.26%	SOLE
31	ASML HLDG NV	N Y REGISTRY SHS	$13.2M	10000	1.22%	SOLE
32	TRIMBLE INC	COM	$13.0M	200000	1.21%	SOLE
33	NEXTPOWER INC	CLASS A COM	$12.1M	100000	1.11%	SOLE
34	GARMIN LTD	SHS	$11.6M	50000	1.07%	SOLE
35	KAROOOOO LTD	ORD SHS	$10.7M	215150	0.99%	SOLE
36	LAM RESEARCH CORP	COM NEW	$10.7M	50000	0.99%	SOLE
37	SHOPIFY INC	CL A SUB VTG SHS	$10.7M	90000	0.99%	SOLE
38	CAMTEK LTD	ORD	$10.6M	70000	0.98%	SOLE
39	BRIGHTVIEW HLDGS INC	COM	$10.0M	850000	0.93%	SOLE
40	ORMAT TECHNOLOGIES INC	COM	$9.0M	80000	0.83%	SOLE
41	ALLIENT INC	COM	$8.9M	150000	0.82%	SOLE
42	AXON ENTERPRISE INC	COM	$8.5M	20000	0.79%	SOLE
43	APPLOVIN CORP	COM CL A	$8.0M	20000	0.74%	SOLE
44	HILLMAN SOLUTIONS CORP	COM	$7.9M	950000	0.73%	SOLE
45	D-WAVE QUANTUM INC	COM	$7.2M	500000	0.67%	SOLE
46	BIODESIX INC	COM	$7.1M	489824	0.66%	SOLE
47	TWILIO INC	CL A	$6.3M	50000	0.58%	SOLE
48	CODEXIS INC	COM	$6.3M	3846411	0.58%	SOLE
49	OVINTIV INC	COM	$5.9M	100000	0.55%	SOLE
50	NEXGEN ENERGY LTD	COM	$5.8M	500000	0.54%	SOLE

1–50 of 53

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.