What does Telemark Asset Management, LLC hold? Q1 2026 13F Holdings & Portfolio

AI Analysis · Q1 2026 · Q1 2026

Telemark Asset Management, LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight

NVIDIA CORPORATION

$105M600K9.7%

CAMECO CORP

$98M900K9.0%

HALLIBURTON CO

$47M1.2M4.3%

NOVANTA INC

$44M375K4.1%

AMAZON COM INC

$42M200K3.9%

HEICO CORP NEW

$38M140K3.5%

TAIWAN SEMICONDUCTOR MANUFAC

$34M100K3.1%

SLB LIMITED

$31M600K2.9%

PALANTIR TECHNOLOGIES INC

$29M200K2.7%

CLEAN HARBORS INC

$29M100K2.7%

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