Telemark Asset Management
Telemark Asset Management reported 57 stocks worth $1.4B in its 13F filing for Q2 2026, filed Aug 10, 2026. Its largest holdings are NVDA (8.7%), CCJ (6.6%) and NOVT (5.0%). Compared with Q1 2026, the fund opened new positions in ODFL, ROG and FLEX, added to NOVT, MRNA and TER, trimmed GLW, AMAT and MOD and sold out of CAMT and EPAC.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  NVDA Nvidia Corporation | $120M | 8.7% | 600K | No change | 8 of 8 | |
| 2 |  CCJ Cameco Corp F | $91.7M | 6.6% | 900K | No change | 8 of 8 | |
| 3 |  NOVT Novanta Inc | $69M | 5.0% | 425K | +50K (+13%) | 8 of 8 | |
| 4 |  HEI Heico Corp New | $49.9M | 3.6% | 140K | No change | 8 of 8 | |
| 5 |  MRNA Moderna Inc | $49M | 3.5% | 700K | +200K (+40%) | 3 of 8 | |
| 6 |  TSM Taiwan Semiconductor Mfg Ltd | $47.8M | 3.5% | 100K | No change | 8 of 8 | |
| 7 |  AMZN Amazon Com Inc | $47.7M | 3.4% | 200K | No change | 8 of 8 | |
| 8 |  GLW Corning Inc | $42.1M | 3.0% | 165K | −35K (−18%) | 8 of 8 | |
| 9 |  HAL Halliburton Co | $40.7M | 2.9% | 1.2M | No change | 2 of 8 | |
| 10 |  TER Teradyne Inc | $36.3M | 2.6% | 75K | +5,000 (+7%) | 4 of 8 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Aug 10, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Telemark Asset Management 13F FAQ
What does Telemark Asset Management own?
Telemark Asset Management reported 57 stocks worth $1.4B in its 13F filing for Q2 2026, filed Aug 10, 2026. Its largest holdings are NVDA (8.7%), CCJ (6.6%) and NOVT (5.0%). The table above lists every position in the filing (the top 10 without an account).
What did Telemark Asset Management buy and sell in Q2 2026?
Compared with Q1 2026: 6 new positions, 9 added to, 5 trimmed and 2 sold out. New positions include ODFL, ROG and FLEX. It sold all of CAMT and EPAC.
When will Telemark Asset Management file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Telemark Asset Management's portfolio worth?
The Q2 2026 filing reports $1.4B in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.