Stock Taper 
TELEMARK ASSET MANAGEMENT, LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Corning Inc | GLW | 165K | $42.15M |
 HEICO Corporation | HEI | 140K | $49.87M |
 HEICO Corporation | HEI-A | 125K | $32.24M |
 Nextpower Inc. | NXT | 100K | $11.91M |
 Ovintiv Inc. | OVV | 100K | $5.26M |
 Taiwan Semiconductor Manufacturing Company Limited | TSM | 100K | $47.76M |
 Clean Harbors, Inc. | CLH | 100K | $29.88M |
 Knight-Swift Transportation Holdings Inc. | KNX | 100K | $7.79M |
 Franco-Nevada Corporation | FNV | 100K | $20.84M |
 Shopify Inc. | SHOP | 90K | $10.28M |
 Texas Instruments Incorporated | TXN | 80K | $23.85M |
 Ormat Technologies, Inc. | ORA | 80K | $8.71M |
 BWX Technologies, Inc. | BWXT | 80K | $15.57M |
 Garmin Ltd. | GRMN | 75K | $17.82M |
 Teradyne, Inc. | TER | 75K | $36.29M |
 Modine Manufacturing Company | MOD | 70K | $18.69M |
 Old Dominion Freight Line, Inc. | ODFL | 70K | $15.16M |
 Analog Devices, Inc. | ADI | 70K | $27.8M |
 Alphabet Inc. | GOOGL | 50K | $17.87M |
 Twilio Inc. | TWLO | 50K | $10.32M |