TELEMARK ASSET MANAGEMENT, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | KOPN | 5.00M | $12.15M |
 | CDXS | 4.00M | $9.76M |
 | ASPN | 1.79M | $12.48M |
 | ASPI | 1.32M | $12.75M |
 | BV | 1.15M | $15.41M |
 | CCJ | 1.00M | $83.86M |
 | SHLS | 1.00M | $7.41M |
 | HLMN | 1.00M | $9.18M |
 | AMSC | 690K | $40.98M |
 | NVDA | 600K | $111.95M |
 | RRC | 600K | $22.58M |
 | CLBT | 600K | $11.12M |
 | CSGP | 550K | $46.40M |
 | MIR | 500K | $11.63M |
 | MRNA | 500K | $12.91M |
 | EQT | 450K | $24.49M |
 | BDSX | 414K | $3.13M |
 | TRMB | 300K | $24.50M |
 | MCHP | 300K | $19.27M |
 | NOVT | 250K | $25.04M |
Kopin Corporation
KOPN
Shares Held
5.00M
Value
$12.15M
Codexis, Inc.
CDXS
Shares Held
4.00M
Value
$9.76M
Aspen Aerogels, Inc.
ASPN
Shares Held
1.79M
Value
$12.48M
ASP Isotopes Inc. Common Stock
ASPI
Shares Held
1.32M
Value
$12.75M
BrightView Holdings, Inc.
BV
Shares Held
1.15M
Value
$15.41M
Cameco Corporation
CCJ
Shares Held
1.00M
Value
$83.86M
Shoals Technologies Group, Inc.
SHLS
Shares Held
1.00M
Value
$7.41M
Hillman Solutions Corp.
HLMN
Shares Held
1.00M
Value
$9.18M
American Superconductor Corporation
AMSC
Shares Held
690K
Value
$40.98M
NVIDIA Corporation
NVDA
Shares Held
600K
Value
$111.95M
Range Resources Corporation
RRC
Shares Held
600K
Value
$22.58M
Cellebrite DI Ltd.
CLBT
Shares Held
600K
Value
$11.12M
CoStar Group, Inc.
CSGP
Shares Held
550K
Value
$46.40M
Mirion Technologies, Inc.
MIR
Shares Held
500K
Value
$11.63M
Moderna, Inc.
MRNA
Shares Held
500K
Value
$12.91M
EQT Corporation
EQT
Shares Held
450K
Value
$24.49M
Biodesix, Inc.
BDSX
Shares Held
414K
Value
$3.13M
Trimble Inc.
TRMB
Shares Held
300K
Value
$24.50M
Microchip Technology Incorporated
MCHP
Shares Held
300K
Value
$19.27M
Novanta Inc.
NOVT
Shares Held
250K
Value
$25.04M