Telemark Asset Management, LLC
Q4 2025 13F Holdings
- Locationboston, MA
- Num holdings
56
- Value ($000)
$1,001,184
- Date Filed02/11/2026
- Form type13F-HR
- CIK0001420816
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
NVIDIA CORPORATION | COM | 67066G104 | $111.9M | 11 % | 600,000 | ||
CAMECO CORP | COM | 13321L108 | $91.49M | 9 % | 1,000,000 | ||
AMAZON COM INC | COM | 023135106 | $46.16M | 5 % | 200,000 | ||
HEICO CORP NEW | COM | 422806109 | $45.3M | 5 % | 140,000 | ||
NOVANTA INC | COM | 67000B104 | $44.62M | 5 % | 375,000 | ||
HEICO CORP NEW | CL A | 422806208 | $31.55M | 3 % | 125,000 | ||
TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | 874039100 | $30.39M | 3 % | 100,000 | ||
META PLATFORMS INC | CL A | 30303M102 | $26.4M | 3 % | 40,000 | ||
TRIMBLE INC | COM | 896239100 | $23.51M | 2 % | 300,000 | ||
ANALOG DEVICES INC | COM | 032654105 | $23.05M | 2 % | 85,000 |
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