Telemark Asset Management, LLC: 13F holdings
CIK 14208162026Q2
| Positions | 57 |
|---|
| Reported value | $1.4bn |
|---|
| Filed | 2026-08-10 |
|---|
Change since last quarter
| Positions | 57 (+4 vs prior quarter) |
|---|
| Reported value | $1.4bn (+27.9%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| NVDA NVIDIA CORPORATION | 600,000 | $120.1m | 8.7% |
| CCJ CAMECO CORP | 900,000 | $91.7m | 6.6% |
| NOVT NOVANTA INC | 425,000 | $69.0m | 5.0% |
| HEI HEICO CORP NEW | 140,000 | $49.9m | 3.6% |
| MRNA MODERNA INC | 700,000 | $49.0m | 3.5% |
| TSM TAIWAN SEMICONDUCTOR MANUFAC | 100,000 | $47.8m | 3.5% |
| AMZN AMAZON COM INC | 200,000 | $47.7m | 3.4% |
| GLW CORNING INC | 165,000 | $42.1m | 3.0% |
| HAL HALLIBURTON CO | 1,200,000 | $40.7m | 2.9% |
| TER TERADYNE INC | 75,000 | $36.3m | 2.6% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1420816")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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