Telemark Asset Management, LLC - Portfolio Stock Holdings

Telemark Asset Management, LLC disclosed 59 stock positions in a recent SEC 13F filing. $1,384,075,474 of stock holdings were filed, with the largest holdings including NVDA, CCJ, and NOVT. This filing represented positions held on June 30, 2026, and was filed on Aug. 10, 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.