Telemark Asset Management, LLC - Q12026 Holdings

Telemark Asset Management, LLC holds 53 stocks with a total portfolio value of $ 1.08B as of Q12026. In Q12026, Telemark Asset Management, LLC added 11 new positions, increased stakes in 5 stocks, reduced 10 holdings, and fully exited 14 positions. The largest holding is Nvidia Corporation (NVDA), representing 9.67% of the total portfolio.