Telemark Asset Management, LLC Q4 2025 Filing
Filed February 11, 2026
Portfolio Value
$1.0B
Holdings
56
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (56 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | NVDANVIDIA CORPORATION | 600,000 | $111.9M | 11.18% | |
| 2 | CCOCAMECO CORP | 1,000,000 | $91.5M | 9.14% | |
| 3 | AMZNAMAZON COM INC | 200,000 | $46.2M | 4.61% | |
| 4 | HEIHEICO CORP NEW | 140,000 | $45.3M | 4.52% | |
| 5 | 1GSNNOVANTA INC | 375,000 | $44.6M | 4.46% | |
| 6 | HEIHEICO CORP NEW | 125,000 | $31.6M | 3.15% | |
| 7 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 100,000 | $30.4M | 3.04% | |
| 8 | METAMETA PLATFORMS INC | 40,000 | $26.4M | 2.64% | |
| 9 | TRMBTRIMBLE INC | 300,000 | $23.5M | 2.35% | |
| 10 | ADIANALOG DEVICES INC | 85,000 | $23.1M | 2.30% | |
| 11 | MCHPMICROCHIP TECHNOLOGY INC. | 350,000 | $22.3M | 2.23% | |
| 12 | WCNWASTE CONNECTIONS INC | 120,000 | $21.0M | 2.10% | |
| 13 | SHOPSHOPIFY INC | 130,000 | $20.9M | 2.09% | |
| 14 | FNVFRANCO NEV CORP | 100,000 | $20.7M | 2.07% | |
| 15 | CLHCLEAN HARBORS INC | 80,000 | $18.8M | 1.87% | |
| 16 | AMSCAMERICAN SUPERCONDUCTOR CORP | 619,900 | $17.8M | 1.78% | |
| 17 | PLTRPALANTIR TECHNOLOGIES INC | 100,000 | $17.8M | 1.78% | |
| 18 | GLWCORNING INC | 200,000 | $17.5M | 1.75% | |
| 19 | BWXTBWX TECHNOLOGIES INC | 100,000 | $17.3M | 1.73% | |
| 20 | MDBMONGODB INC | 40,000 | $16.8M | 1.68% | |
| 21 | KOPNKOPIN CORP | 7,000,000 | $16.4M | 1.64% | |
| 22 | EQTEQT CORP | 300,000 | $16.1M | 1.61% | |
| 23 | GOOGLALPHABET INC | 50,000 | $15.7M | 1.56% | |
| 24 | MSFTMICROSOFT CORP | 30,000 | $14.5M | 1.45% | |
| 25 | TERTERADYNE INC | 70,000 | $13.5M | 1.35% | |
| 26 | APPAPPLOVIN CORP | 20,000 | $13.5M | 1.35% | |
| 27 | MODMODINE MFG CO | 100,000 | $13.4M | 1.33% | |
| 28 | FSLRFIRST SOLAR INC | 50,000 | $13.1M | 1.30% | |
| 29 | WGSGENEDX HOLDINGS CORP | 100,000 | $13.0M | 1.30% | |
| 30 | SHLSSHOALS TECHNOLOGIES GROUP IN | 1,500,000 | $12.8M | 1.27% | |
| 31 | MIRMIRION TECHNOLOGIES INC | 500,000 | $11.7M | 1.17% | |
| 32 | AIIALMONTY INDS INC | 1,300,000 | $11.5M | 1.14% | |
| 33 | AXONAXON ENTERPRISE INC | 20,000 | $11.4M | 1.13% | |
| 34 | ASMLASML HOLDING N V | 10,000 | $10.7M | 1.07% | |
| 35 | RRCRANGE RES CORP | 300,000 | $10.6M | 1.06% | |
| 36 | AMATAPPLIED MATLS INC | 40,000 | $10.3M | 1.03% | |
| 37 | KAROKAROOOOO LTD | 225,150 | $10.2M | 1.02% | |
| 38 | GRMNGARMIN LTD | 50,000 | $10.1M | 1.01% | |
| 39 | DOCNDIGITALOCEAN HLDGS INC | 200,000 | $9.6M | 0.96% | |
| 40 | HNMORMAT TECHNOLOGIES INC | 80,000 | $8.8M | 0.88% | |
| 41 | LRCXLAM RESEARCH CORP | 50,000 | $8.6M | 0.85% | |
| 42 | BVBRIGHTVIEW HLDGS INC | 650,000 | $8.2M | 0.82% | |
| 43 | HLMNHILLMAN SOLUTIONS CORP | 950,000 | $8.2M | 0.82% | |
| 44 | ALNTALLIENT INC | 150,000 | $8.1M | 0.81% | |
| 45 | CAMTCAMTEK LTD | 70,000 | $7.4M | 0.74% | |
| 46 | CLBTCELLEBRITE DI LTD | 400,000 | $7.2M | 0.72% | |
| 47 | CDXSCODEXIS INC | 3,846,411 | $6.3M | 0.63% | |
| 48 | BETABETA TECHNOLOGIES INC | 200,000 | $5.6M | 0.56% | |
| 49 | ARMARM HOLDINGS PLC | 50,000 | $5.5M | 0.55% | |
| 50 | ASPIASP ISOTOPES INC | 825,000 | $4.4M | 0.44% | |
| 51 | LPZBLIGHTPATH TECHNOLOGIES INC | 385,000 | $4.2M | 0.42% | |
| 52 | RIVNRIVIAN AUTOMOTIVE INC | 200,000 | $3.9M | 0.39% | |
| 53 | EPACENERPAC TOOL GROUP CORP | 100,000 | $3.8M | 0.38% | |
| 54 | ASPNASPEN AEROGELS INC | 1,000,000 | $2.8M | 0.28% | |
| 55 | ANDGANDERSEN GROUP INC | 100,000 | $2.6M | 0.26% | |
| 56 | BDSXBIODESIX INC | 327,824 | $2.2M | 0.22% |