§ 13F · FUND PROFILE
Telemark Asset Management, LLC.
AUM · $1.4B (13F)Positions · 57Turnover · n/a · Q2Filed · Aug 10, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$48M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 10, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | 600K | $120M | 8.7% | ±0% |
| 2 | CCJ | CAMECO CORP | 900K | $92M | 6.6% | ±0% |
| 3 | NOVT | NOVANTA INC | 425K | $69M | 5.0% | +13% |
| 4 | HEI | HEICO CORP NEW | 140K | $50M | 3.6% | ±0% |
| 5 | MRNA | MODERNA INC | 700K | $49M | 3.5% | +40% |
| 6 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | 100K | $48M | 3.5% | ±0% |
| 7 | AMZN | AMAZON COM INC | 200K | $48M | 3.4% | ±0% |
| 8 | GLW | CORNING INC | 165K | $42M | 3.0% | −17% |
| 9 | HAL | HALLIBURTON CO | 1.20M | $41M | 2.9% | ±0% |
| 10 | TER | TERADYNE INC | 75K | $36M | 2.6% | +7% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE TELEMARK SIGNAL
AC read
Telemark Asset Management, LLC is a Other fund managing $1.4 billion in assets. The fund runs a portfolio of 57 positions.
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