TELEMARK ASSET MANAGEMENT, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | FFIV | 40K | $12.93M |
 | AXON | 30K | $21.53M |
 | CAMT | 30K | $3.15M |
 | LRCX | 25K | $3.35M |
 | MSFT | 10K | $5.18M |
 | ASML | 4K | $3.87M |
F5, Inc.
FFIV
Shares Held
40K
Value
$12.93M
Axon Enterprise, Inc.
AXON
Shares Held
30K
Value
$21.53M
Camtek Ltd.
CAMT
Shares Held
30K
Value
$3.15M
Lam Research Corporation
LRCX
Shares Held
25K
Value
$3.35M
Microsoft Corporation
MSFT
Shares Held
10K
Value
$5.18M
ASML Holding N.V.
ASML
Shares Held
4K
Value
$3.87M