TELEMARK ASSET MANAGEMENT, LLC
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | KOPN | 7.00M | $16.38M |
 | CDXS | 3.85M | $6.27M |
 | SHLS | 1.50M | $12.75M |
 | ASPN | 1.00M | $2.83M |
 | CCJ | 1.00M | $91.49M |
 | HLMN | 950K | $8.23M |
 | ASPI | 825K | $4.41M |
 | BV | 650K | $8.24M |
 | AMSC | 620K | $17.84M |
 | NVDA | 600K | $111.90M |
 | MIR | 500K | $11.71M |
 | CLBT | 400K | $7.21M |
 | LPTH | 385K | $4.16M |
 | NOVT | 375K | $44.62M |
 | MCHP | 350K | $22.30M |
 | BDSX | 328K | $2.23M |
 | RRC | 300K | $10.58M |
 | EQT | 300K | $16.08M |
 | TRMB | 300K | $23.50M |
 | KARO | 225K | $10.24M |
Kopin Corporation
KOPN
Shares Held
7.00M
Value
$16.38M
Codexis, Inc.
CDXS
Shares Held
3.85M
Value
$6.27M
Shoals Technologies Group, Inc.
SHLS
Shares Held
1.50M
Value
$12.75M
Aspen Aerogels, Inc.
ASPN
Shares Held
1.00M
Value
$2.83M
Cameco Corporation
CCJ
Shares Held
1.00M
Value
$91.49M
Hillman Solutions Corp.
HLMN
Shares Held
950K
Value
$8.23M
ASP Isotopes Inc. Common Stock
ASPI
Shares Held
825K
Value
$4.41M
BrightView Holdings, Inc.
BV
Shares Held
650K
Value
$8.24M
American Superconductor Corporation
AMSC
Shares Held
620K
Value
$17.84M
NVIDIA Corporation
NVDA
Shares Held
600K
Value
$111.90M
Mirion Technologies, Inc.
MIR
Shares Held
500K
Value
$11.71M
Cellebrite DI Ltd.
CLBT
Shares Held
400K
Value
$7.21M
LightPath Technologies, Inc.
LPTH
Shares Held
385K
Value
$4.16M
Novanta Inc.
NOVT
Shares Held
375K
Value
$44.62M
Microchip Technology Incorporated
MCHP
Shares Held
350K
Value
$22.30M
Biodesix, Inc.
BDSX
Shares Held
328K
Value
$2.23M
Range Resources Corporation
RRC
Shares Held
300K
Value
$10.58M
EQT Corporation
EQT
Shares Held
300K
Value
$16.08M
Trimble Inc.
TRMB
Shares Held
300K
Value
$23.50M
Karooooo Ltd.
KARO
Shares Held
225K
Value
$10.24M