Stock Taper 
TELEMARK ASSET MANAGEMENT, LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 ASML Holding N.V. | ASML | 10K | $19.89M |
 Axon Enterprise, Inc. | AXON | 20K | $11.21M |
 AppLovin Corporation | APP | 20K | $10.3M |
 Caterpillar Inc. | CAT | 30K | $31.95M |
 Meta Platforms, Inc. | META | 30K | $16.9M |
 Applied Materials, Inc. | AMAT | 30K | $21.69M |
 Lam Research Corporation | LRCX | 40K | $17.33M |
 Helios Technologies, Inc. | HLIO | 50K | $4.46M |
 Twilio Inc. | TWLO | 50K | $10.32M |
 Flex Ltd. | FLEX | 50K | $8.1M |
 Alphabet Inc. | GOOGL | 50K | $17.87M |
 Rogers Corporation | ROG | 50K | $8.19M |
 Modine Manufacturing Company | MOD | 70K | $18.69M |
 Old Dominion Freight Line, Inc. | ODFL | 70K | $15.16M |
 Analog Devices, Inc. | ADI | 70K | $27.8M |
 Garmin Ltd. | GRMN | 75K | $17.82M |
 Teradyne, Inc. | TER | 75K | $36.29M |
 Texas Instruments Incorporated | TXN | 80K | $23.85M |
 Ormat Technologies, Inc. | ORA | 80K | $8.71M |
 BWX Technologies, Inc. | BWXT | 80K | $15.57M |