account_balance
Investment manager · 13F filer · SEC CIK 1420816
Telemark Asset Management, LLC
Reported value$1.39Bas of Sep 30, 2026
Positions58 13 new, 12 sold out
Top 10 weight45.7%NVDA alone is 10%
FiledNov 1041 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
NVDANvidia Corporation
9.8%
MRNAModerna Inc
6.9%Trimmed −29%
CCJCameco Corp
5.0%Trimmed −11%
NOVTNovanta Inc
4.3%
PLTRPalantir Technologies Inc
4.0%Added +20%
ANDGAndersen Group Inc
3.9%Added +99%
AMZNAmazon Com Inc
3.6%
HEIHeico Corp New
3.0%
METAMeta Platforms Inc
2.6%Added +67%
FNVFranco Nev Corp
2.6%Added +50%
KOPNKopin Corp
2.3%
TSMTaiwan Semiconductor Manufac
2.3%Trimmed −30%
NVDANvidia Corporation
9.8%
MRNAModerna Inc
6.9%Trimmed −29%
CCJCameco Corp
5.0%Trimmed −11%
NOVTNovanta Inc
4.3%
PLTRPalantir Technologies Inc
4.0%Added +20%
ANDG3.9%AMZN3.6%HEI3.0%META2.6%FNV2.6%KOPN2.3%TSM2.3%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
NVDA Nvidia Corporation 9.8% HeldMRNA Moderna Inc 6.9% Trimmed −29%CCJ Cameco Corp 5.0% Trimmed −11%NOVT Novanta Inc 4.3% HeldPLTR Palantir Technologies Inc 4.0% Added +20%ANDG Andersen Group Inc 3.9% Added +99%AMZN Amazon Com Inc 3.6% HeldHEI Heico Corp New 3.0% HeldMETA Meta Platforms Inc 2.6% Added +67%FNV Franco Nev Corp 2.6% Added +50%KOPN Kopin Corp 2.3% HeldTSM Taiwan Semiconductor Manufac 2.3% Trimmed −30%
What changed