Stock Taper 
TELEMARK ASSET MANAGEMENT, LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Kopin Corp. | KOPN | 7M | $31.36M |
 Halliburton Company | HAL | 1.2M | $40.74M |
 Hillman Solutions Corp. | HLMN | 1.1M | $9.28M |
 Cameco Corporation | CCJ | 900K | $91.67M |
 BrightView Holdings, Inc. | BV | 850K | $12.04M |
 Moderna, Inc. | MRNA | 700K | $49.02M |
 NVIDIA Corporation | NVDA | 600K | $120.05M |
 Slb N.V. | SLB | 600K | $27.89M |
 American Superconductor Corporation | AMSC | 600K | $24.91M |
 NexGen Energy Ltd. | NXE | 500K | $4.7M |
 D-Wave Quantum Inc. | QBTS | 500K | $11.99M |
 Patterson-UTI Energy, Inc. | PTEN | 500K | $4.59M |
 Novanta Inc. | NOVT | 425K | $68.95M |
 Baker Hughes Company | BKR | 400K | $22.2M |
 Palantir Technologies Inc. | PLTR | 250K | $29.17M |
 Waste Connections, Inc. | WCN | 200K | $33.34M |
 DigitalOcean Holdings, Inc. | DOCN | 200K | $31.41M |
 Trimble Inc. | TRMB | 200K | $10.24M |
 Allient Inc. | ALNT | 200K | $20.59M |
 Amazon.com, Inc. | AMZN | 200K | $47.67M |