Telemark Asset Management, LLC - Q42025 Holdings

Telemark Asset Management, LLC holds 56 stocks with a total portfolio value of $ 1B as of Q42025. In Q42025, Telemark Asset Management, LLC added 14 new positions, increased stakes in 8 stocks, reduced 21 holdings, and fully exited 5 positions. The largest holding is Nvidia Corporation (NVDA), representing 11.18% of the total portfolio.