Universe · entity
Telemark Asset Management, LLC
Institutional manager (13F) · CIK 1420816
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $1.1B
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | NVIDIA CORPORATION | $105M | 600,000 |
| 2 | CAMECO CORP | $98M | 900,000 |
| 3 | HALLIBURTON CO | $47M | 1,200,000 |
| 4 | NOVANTA INC | $44M | 375,000 |
| 5 | AMAZON COM INC | $42M | 200,000 |
| 6 | HEICO CORP NEW | $38M | 140,000 |
| 7 | TAIWAN SEMICONDUCTOR MANUFAC | $34M | 100,000 |
| 8 | SLB LIMITED | $31M | 600,000 |
| 9 | PALANTIR TECHNOLOGIES INC | $29M | 200,000 |
| 10 | CLEAN HARBORS INC | $29M | 100,000 |
| 11 | CORNING INC | $27M | 200,000 |
| 12 | HEICO CORP NEW | $26M | 125,000 |
| 13 | MODERNA INC | $25M | 500,000 |
| 14 | FRANCO NEV CORP | $25M | 100,000 |
| 15 | BAKER HUGHES COMPANY | $24M | 400,000 |
| 16 | ANALOG DEVICES INC | $22M | 70,000 |
| 17 | CATERPILLAR INC | $21M | 30,000 |
| 18 | TERADYNE INC | $21M | 70,000 |
| 19 | BWX TECHNOLOGIES INC | $20M | 100,000 |
| 20 | AMERICAN SUPERCONDUCTOR CORP | $20M | 600,000 |
| 21 | ALMONTY INDS INC | $17M | 1,200,000 |
| 22 | MODINE MFG CO | $17M | 80,000 |
| 23 | META PLATFORMS INC | $17M | 30,000 |
| 24 | DIGITALOCEAN HLDGS INC | $17M | 200,000 |
| 25 | WASTE CONNECTIONS INC | $16M | 100,000 |
| 26 | KOPIN CORP | $16M | 7,000,000 |
| 27 | TEXAS INSTRS INC | $16M | 80,000 |
| 28 | ALPHABET INC | $14M | 50,000 |
| 29 | APPLIED MATLS INC | $14M | 40,000 |
| 30 | ANDERSEN GROUP INC | $14M | 500,000 |
| 31 | ASML HLDG NV | $13M | 10,000 |
| 32 | TRIMBLE INC | $13M | 200,000 |
| 33 | NEXTPOWER INC | $12M | 100,000 |
| 34 | GARMIN LTD | $12M | 50,000 |
| 35 | KAROOOOO LTD | $11M | 215,150 |
| 36 | LAM RESEARCH CORP | $11M | 50,000 |
| 37 | SHOPIFY INC | $11M | 90,000 |
| 38 | CAMTEK LTD | $11M | 70,000 |
| 39 | BRIGHTVIEW HLDGS INC | $10M | 850,000 |
| 40 | ORMAT TECHNOLOGIES INC | $9M | 80,000 |
| 41 | ALLIENT INC | $9M | 150,000 |
| 42 | AXON ENTERPRISE INC | $8M | 20,000 |
| 43 | APPLOVIN CORP | $8M | 20,000 |
| 44 | HILLMAN SOLUTIONS CORP | $8M | 950,000 |
| 45 | D-WAVE QUANTUM INC | $7M | 500,000 |
| 46 | BIODESIX INC | $7M | 489,824 |
| 47 | TWILIO INC | $6M | 50,000 |
| 48 | CODEXIS INC | $6M | 3,846,411 |
| 49 | OVINTIV INC | $6M | 100,000 |
| 50 | NEXGEN ENERGY LTD | $6M | 500,000 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.