Telemark Asset Management, LLC — 13F holdings

Telemark Asset Management, LLC reported 57 holdings worth $1.38B in its 13F filing for Q2 2026, filed August 10, 2026.

Largest positions

1. NVDA NVIDIA CORPORATION — $120M (8.7%)
2. CCJ CAMECO CORP — $91.7M (6.6%)
3. NOVT NOVANTA INC — $69.0M (5.0%)
4. HEI HEICO CORP NEW — $49.9M (3.6%)
5. MRNA Moderna Inc — $49.0M (3.5%)
6. TSM TAIWAN SEMICONDUCTOR MFG LTD — $47.8M (3.5%)
7. AMZN AMAZON COM INC — $47.7M (3.4%)
8. GLW CORNING INC — $42.1M (3.0%)
9. HAL HALLIBURTON CO — $40.7M (2.9%)
10. TER TERADYNE INC — $36.3M (2.6%)