Holdings
Telemark Asset Management, LLC
As of Jun 30, 2026, Telemark Asset Management, LLC reported 52 positions worth US$1.32B. Largest: Nvidia Corporation, Cameco Corporation and Heico Corporation. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Nvidia Corporation | 600K | US$120M | no change | Jun 30, 2026 |
| Cameco Corporation | 900K | US$91.7M | no change | Jun 30, 2026 |
| Heico Corporation | 318K | US$82.1M | +11,493 | Jun 30, 2026 |
| Novanta Inc. | 425K | US$69M | +50,000 | Jun 30, 2026 |
| Moderna, Inc. | 700K | US$49M | +200K | Jun 30, 2026 |
| Taiwan Semiconductor Manufacturing Co., Ltd. | 100K | US$47.8M | no change | Jun 30, 2026 |
| Amazon.com, Inc. | 200K | US$47.7M | no change | Jun 30, 2026 |
| Corning Incorporated | 165K | US$42.1M | −35,000 | Jun 30, 2026 |
| Halliburton Company | 1.2M | US$40.7M | no change | Jun 30, 2026 |
| Teradyne, Inc. | 75,000 | US$36.3M | +5,000 | Jun 30, 2026 |