TELEMARK ASSET MANAGEMENT, LLC
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | KOPN | 7.00M | $15.75M |
 | CDXS | 3.85M | $6.27M |
 | HAL | 1.20M | $46.79M |
 | ASPN | 1.00M | $3.42M |
 | HLMN | 950K | $7.90M |
 | CCJ | 900K | $97.75M |
 | BV | 850K | $10.02M |
 | NVDA | 600K | $104.64M |
 | AMSC | 600K | $20.31M |
 | SLB | 600K | $30.83M |
 | ANDG | 500K | $13.60M |
 | NXE | 500K | $5.80M |
 | MRNA | 500K | $25.40M |
 | QBTS | 500K | $7.21M |
 | BDSX | 490K | $7.10M |
 | BKR | 400K | $24.42M |
 | LPTH | 385K | $3.86M |
 | NOVT | 375K | $44.29M |
 | KARO | 215K | $10.72M |
 | PLTR | 200K | $29.26M |
Kopin Corp.
KOPN
Shares Held
7.00M
Value
$15.75M
Codexis, Inc.
CDXS
Shares Held
3.85M
Value
$6.27M
Halliburton Company
HAL
Shares Held
1.20M
Value
$46.79M
Aspen Aerogels, Inc.
ASPN
Shares Held
1.00M
Value
$3.42M
Hillman Solutions Corp.
HLMN
Shares Held
950K
Value
$7.90M
Cameco Corporation
CCJ
Shares Held
900K
Value
$97.75M
BrightView Holdings, Inc.
BV
Shares Held
850K
Value
$10.02M
NVIDIA Corporation
NVDA
Shares Held
600K
Value
$104.64M
American Superconductor Corporation
AMSC
Shares Held
600K
Value
$20.31M
Slb N.V.
SLB
Shares Held
600K
Value
$30.83M
Andersen
ANDG
Shares Held
500K
Value
$13.60M
NexGen Energy Ltd.
NXE
Shares Held
500K
Value
$5.80M
Moderna, Inc.
MRNA
Shares Held
500K
Value
$25.40M
D-Wave Quantum Inc.
QBTS
Shares Held
500K
Value
$7.21M
Biodesix, Inc.
BDSX
Shares Held
490K
Value
$7.10M
Baker Hughes Company
BKR
Shares Held
400K
Value
$24.42M
LightPath Technologies, Inc.
LPTH
Shares Held
385K
Value
$3.86M
Novanta Inc.
NOVT
Shares Held
375K
Value
$44.29M
Karooooo Ltd.
KARO
Shares Held
215K
Value
$10.72M
Palantir Technologies Inc.
PLTR
Shares Held
200K
Value
$29.26M