CIK 1420816
Telemark Asset Management, LLC
Institutional 13F holdings & portfolio
Holdings
56
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
1
Holdings
13F filings as of Dec 31, 2025 · Showing 1–50 of 56
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | 600K | $1M+ | SH |
| CCJ | CAMECO CORP | 1.0M | $1M+ | SH |
| AMZN | AMAZON COM INC | 200K | $1M+ | SH |
| HEI | HEICO CORP NEW | 140K | $1M+ | SH |
| NOVT | NOVANTA INC | 375K | $1M+ | SH |
| HEI.A | HEICO CORP NEW | 125K | $1M+ | SH |
| TSM | TAIWAN SEMICONDUCTOR MFG LTD | 100K | $1M+ | SH |
| META | META PLATFORMS INC | 40K | $1M+ | SH |
| TRMB | TRIMBLE INC | 300K | $1M+ | SH |
| ADI | ANALOG DEVICES INC | 85K | $1M+ | SH |
| MCHP | MICROCHIP TECHNOLOGY INC. | 350K | $1M+ | SH |
| WCN | WASTE CONNECTIONS INC | 120K | $1M+ | SH |
| SHOP | SHOPIFY INC | 130K | $1M+ | SH |
| FNV | FRANCO NEV CORP | 100K | $1M+ | SH |
| CLH | CLEAN HARBORS INC | 80K | $1M+ | SH |
| AMSC | AMERICAN SUPERCONDUCTOR CORP | 620K | $1M+ | SH |
| PLTR | PALANTIR TECHNOLOGIES INC | 100K | $1M+ | SH |
| GLW | CORNING INC | 200K | $1M+ | SH |
| BWXT | BWX TECHNOLOGIES INC | 100K | $1M+ | SH |
| MDB | MONGODB INC | 40K | $1M+ | SH |
| KOPN | KOPIN CORP | 7.0M | $1M+ | SH |
| EQT | EQT CORP | 300K | $1M+ | SH |
| GOOGL | ALPHABET INC | 50K | $1M+ | SH |
| MSFT | MICROSOFT CORP | 30K | $1M+ | SH |
| TER | TERADYNE INC | 70K | $1M+ | SH |
| APP | APPLOVIN CORP | 20K | $1M+ | SH |
| MOD | MODINE MFG CO | 100K | $1M+ | SH |
| FSLR | FIRST SOLAR INC | 50K | $1M+ | SH |
| WGS | GENEDX HOLDINGS CORP | 100K | $1M+ | SH |
| SHLS | SHOALS TECHNOLOGIES GROUP IN | 1.5M | $1M+ | SH |
| MIR | MIRION TECHNOLOGIES INC | 500K | $1M+ | SH |
| ALM | ALMONTY INDS INC | 1.3M | $1M+ | SH |
| AXON | AXON ENTERPRISE INC | 20K | $1M+ | SH |
| ASML | ASML HOLDING N V | 10K | $1M+ | SH |
| RRC | RANGE RES CORP | 300K | $1M+ | SH |
| AMAT | APPLIED MATLS INC | 40K | $1M+ | SH |
| KARO | KAROOOOO LTD | 225K | $1M+ | SH |
| GRMN | GARMIN LTD | 50K | $1M+ | SH |
| DOCN | DIGITALOCEAN HLDGS INC | 200K | $1M+ | SH |
| ORA | ORMAT TECHNOLOGIES INC | 80K | $1M+ | SH |
| LRCX | LAM RESEARCH CORP | 50K | $1M+ | SH |
| BV | BRIGHTVIEW HLDGS INC | 650K | $1M+ | SH |
| HLMN | HILLMAN SOLUTIONS CORP | 950K | $1M+ | SH |
| ALNT | ALLIENT INC | 150K | $1M+ | SH |
| CAMT | CAMTEK LTD | 70K | $1M+ | SH |
| CLBT | CELLEBRITE DI LTD | 400K | $1M+ | SH |
| CDXS | CODEXIS INC | 3.8M | $1M+ | SH |
| BETA | BETA TECHNOLOGIES INC | 200K | $1M+ | SH |
| ARM | ARM HOLDINGS PLC | 50K | $1M+ | SH |
| ASPI | ASP ISOTOPES INC | 825K | $1M+ | SH |