Telemark Asset Management, LLC - Portfolio Stock Holdings

Telemark Asset Management, LLC disclosed 67 stock positions in a recent SEC 13F filing. $1,070,195,374 of stock holdings were filed, with the largest holdings including NVDA, CCJ, and HAL. This filing represented positions held on March 31, 2026, and was filed on May 12, 2026.

We estimate the fund has a total AUM of $1,140,636,524 and has 3 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from pooled investment vehicles.