Back to investors
TELEMARK ASSET MANAGEMENT, LLC
TELEMARK ASSET MANAGEMENT, LLC
Latest filing: 2026-06-30
TELEMARK ASSET MANAGEMENT, LLC runs TELEMARK ASSET MANAGEMENT, LLC and currently holds 57 stock positions, which is fewer than the average of 230 among the investors we track. The portfolio is valued at approximately $1.38B. Their top holdings are NVDA, CCJ, NOVT, HEI, MRNA. The top five represent 27.4% of reported portfolio weight. TELEMARK ASSET MANAGEMENT, LLC ranks #N/A out of 1000 investors tracked by Alpha Score. In the most recent quarter, TELEMARK ASSET MANAGEMENT, LLC initiated 6 new positions. They added to 8 existing positions. They trimmed 5 positions. Their current best-performing preview position is AMAT with returns of +111.53%.
Sign in to enable email alerts for this investor.
Showper page
57 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
 NVDA NVIDIA CORPORATION | 8.67% | $32.62 | $214.76 | +558.37% | Held |
 CCJ CAMECO CORP | 6.62% | $26.76 | $102.51 | +283.05% | Held |
 NOVT NOVANTA INC | 4.98% | $122.68 | $145.24 | +18.39% | Added +13.33% |
 HEI HEICO CORP NEW | 3.60% | $103.44 | $355.05 | +243.24% | Held |
 MRNA MODERNA INC | 3.54% | $56.29 | $145.13 | +157.83% | Added +40.00% |
 TSM TAIWAN SEMICONDUCTOR MANUFAC | 3.45% | $143.43 | $418.87 | +192.04% | Held |
 AMZN AMAZON COM INC | 3.44% | $54.60 | $258.63 | +373.68% | Held |
 GLW CORNING INC | 3.05% | $40.98 | $149.82 | +265.59% | Trimmed -17.50% |
 HAL HALLIBURTON CO | 2.94% | $38.99 | $35.32 | -9.41% | Held |
 TER TERADYNE INC | 2.62% | $160.72 | $375.74 | +133.79% | Added +7.14% |
Showing 1-10 of 57