Stock Taper 
TELEMARK ASSET MANAGEMENT, LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Shopify Inc. | SHOP | 90K | $10.28M |
 Franco-Nevada Corporation | FNV | 100K | $20.84M |
 Taiwan Semiconductor Manufacturing Company Limited | TSM | 100K | $47.76M |
 Knight-Swift Transportation Holdings Inc. | KNX | 100K | $7.79M |
 Clean Harbors, Inc. | CLH | 100K | $29.88M |
 Ovintiv Inc. | OVV | 100K | $5.26M |
 Nextpower Inc. | NXT | 100K | $11.91M |
 HEICO Corporation | HEI-A | 125K | $32.24M |
 HEICO Corporation | HEI | 140K | $49.87M |
 Corning Inc | GLW | 165K | $42.15M |
 Trimble Inc. | TRMB | 200K | $10.24M |
 Allient Inc. | ALNT | 200K | $20.59M |
 Amazon.com, Inc. | AMZN | 200K | $47.67M |
 Waste Connections, Inc. | WCN | 200K | $33.34M |
 DigitalOcean Holdings, Inc. | DOCN | 200K | $31.41M |
 Palantir Technologies Inc. | PLTR | 250K | $29.17M |
 Baker Hughes Company | BKR | 400K | $22.2M |
 Novanta Inc. | NOVT | 425K | $68.95M |
 NexGen Energy Ltd. | NXE | 500K | $4.7M |
 D-Wave Quantum Inc. | QBTS | 500K | $11.99M |