Telemark Asset Management as of March 31, 2026
Portfolio Holdings for Telemark Asset Management
Telemark Asset Management holds 53 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| NVIDIA Corporation (NVDA) | 9.7 | $105M | 600k | 174.40 | |
| Cameco Corporation (CCJ) | 9.0 | $98M | 900k | 108.61 | |
| Halliburton Company (HAL) | 4.3 | $47M | 1.2M | 38.99 | |
| Novanta (NOVT) | 4.1 | $44M | 375k | 118.11 | |
| Amazon (AMZN) | 3.9 | $42M | 200k | 208.27 | |
| HEICO Corporation (HEI) | 3.5 | $38M | 140k | 274.20 | |
| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 3.1 | $34M | 100k | 337.95 | |
| SLB Com Stk (SLB) | 2.9 | $31M | 600k | 51.39 | |
| Palantir Technologies Cl A (PLTR) | 2.7 | $29M | 200k | 146.28 | |
| Clean Harbors (CLH) | 2.7 | $29M | 100k | 286.73 | |
| Corning Incorporated (GLW) | 2.5 | $27M | 200k | 135.97 | |
| Heico Corp Cl A (HEI.A) | 2.4 | $26M | 125k | 211.09 | |
| Moderna (MRNA) | 2.3 | $25M | 500k | 50.80 | |
| Franco-Nevada Corporation (FNV) | 2.3 | $25M | 100k | 247.05 | |
| Baker Hughes Company Cl A (BKR) | 2.3 | $24M | 400k | 61.05 | |
| Analog Devices (ADI) | 2.1 | $22M | 70k | 318.14 | |
| Caterpillar (CAT) | 2.0 | $21M | 30k | 708.46 | |
| Teradyne (TER) | 1.9 | $21M | 70k | 296.46 | |
| Bwx Technologies (BWXT) | 1.9 | $20M | 100k | 204.49 | |
| American Superconductor Corp Shs New (AMSC) | 1.9 | $20M | 600k | 33.85 | |
| Almonty Inds Com New (ALM) | 1.6 | $17M | 1.2M | 14.48 | |
| Modine Manufacturing (MOD) | 1.6 | $17M | 80k | 216.71 | |
| Meta Platforms Cl A (META) | 1.6 | $17M | 30k | 572.13 | |
| Digitalocean Hldgs (DOCN) | 1.6 | $17M | 200k | 85.78 | |
| Waste Connections (WCN) | 1.5 | $16M | 100k | 162.44 | |
| Kopin Corporation (KOPN) | 1.5 | $16M | 7.0M | 2.25 | |
| Texas Instruments Incorporated (TXN) | 1.4 | $16M | 80k | 194.14 | |
| Alphabet Cap Stk Cl A (GOOGL) | 1.3 | $14M | 50k | 287.56 | |
| Applied Materials (AMAT) | 1.3 | $14M | 40k | 341.79 | |
| Andersen Group Cl A (ANDG) | 1.3 | $14M | 500k | 27.20 | |
| Asml Hldg Nv N Y Registry Shs (ASML) | 1.2 | $13M | 10k | 1320.83 | |
| Trimble Navigation (TRMB) | 1.2 | $13M | 200k | 65.23 | |
| Nextpower Class A Com (NXT) | 1.1 | $12M | 100k | 120.55 | |
| Garmin SHS (GRMN) | 1.1 | $12M | 50k | 232.01 | |
| Karooooo Ord Shs (KARO) | 1.0 | $11M | 215k | 49.84 | |
| Lam Research Corp Com New (LRCX) | 1.0 | $11M | 50k | 213.66 | |
| Shopify Cl A Sub Vtg Shs (SHOP) | 1.0 | $11M | 90k | 118.62 | |
| Camtek Ord (CAMT) | 1.0 | $11M | 70k | 151.61 | |
| Brightview Holdings (BV) | 0.9 | $10M | 850k | 11.79 | |
| Ormat Technologies (ORA) | 0.8 | $9.0M | 80k | 111.92 | |
| Allied Motion Technologies (ALNT) | 0.8 | $8.9M | 150k | 59.09 | |
| Axon Enterprise (AXON) | 0.8 | $8.5M | 20k | 424.69 | |
| Applovin Corp Com Cl A (APP) | 0.7 | $8.0M | 20k | 398.00 | |
| Hillman Solutions Corp (HLMN) | 0.7 | $7.9M | 950k | 8.32 | |
| D-wave Quantum (QBTS) | 0.7 | $7.2M | 500k | 14.43 | |
| Biodesix (BDSX) | 0.7 | $7.1M | 490k | 14.50 | |
| Twilio Cl A (TWLO) | 0.6 | $6.3M | 50k | 125.82 | |
| Codexis (CDXS) | 0.6 | $6.3M | 3.8M | 1.63 | |
| Encana Corporation (OVV) | 0.5 | $5.9M | 100k | 59.36 | |
| Nexgen Energy (NXE) | 0.5 | $5.8M | 500k | 11.60 | |
| Lightpath Technologies Com Cl A (LPTH) | 0.4 | $3.9M | 385k | 10.03 | |
| Enerpac Tool Group Corp Cl A Com (EPAC) | 0.3 | $3.6M | 100k | 36.47 | |
| Aspen Aerogels (ASPN) | 0.3 | $3.4M | 1.0M | 3.42 |
