Telemark Asset Management, LLC - Q22026 Holdings

Telemark Asset Management, LLC holds 57 stocks with a total portfolio value of $ 1.38B as of Q22026. In Q22026, Telemark Asset Management, LLC added 6 new positions, increased stakes in 9 stocks, reduced 5 holdings, and fully exited 2 positions. The largest holding is Nvidia Corporation (NVDA), representing 8.67% of the total portfolio.