Telemark Asset Management, LLC
Comparing Q4 2025 vs Q3 2025
Sorting applies to all holdings for this quarter on the server, then the page is sliced. Prior-quarter values come from the full prior-quarter filing.
Issuer ▲▼ | Shares | Value ($K) | ||||
|---|---|---|---|---|---|---|
Q3 2025 ▲▼ | Q4 2025 ▲▼ | Change ▲▼ | Q3 2025 ▲▼ | Q4 2025 ▲▼ | Change ▲▼ | |
| NOVANTA INC | 250,000 | 375,000 | +125,000 | 25,037,500 | 44,621,250 | +19,583,750 |
| PALANTIR TECHNOLOGIES INC | 0 | 100,000 | +100,000 | 0 | 17,775,000 | +17,775,000 |
| MONGODB INC | 0 | 40,000 | +40,000 | 0 | 16,787,600 | +16,787,600 |
| APPLOVIN CORP | 0 | 20,000 | +20,000 | 0 | 13,476,400 | +13,476,400 |
| MODINE MFG CO | 0 | 100,000 | +100,000 | 0 | 13,351,000 | +13,351,000 |
| FIRST SOLAR INC | 0 | 50,000 | +50,000 | 0 | 13,061,500 | +13,061,500 |
| APPLIED MATLS INC | 0 | 40,000 | +40,000 | 0 | 10,279,600 | +10,279,600 |
| DIGITALOCEAN HLDGS INC | 0 | 200,000 | +200,000 | 0 | 9,624,000 | +9,624,000 |
| MICROSOFT CORP | 10,000 | 30,000 | +20,000 | 5,179,500 | 14,508,600 | +9,329,100 |
| ORMAT TECHNOLOGIES INC | 0 | 80,000 | +80,000 | 0 | 8,837,600 | +8,837,600 |
| ALLIENT INC | 0 | 150,000 | +150,000 | 0 | 8,062,500 | +8,062,500 |
| CAMECO CORP | 1,000,000 | 1,000,000 | 0 | 83,860,000 | 91,490,000 | +7,630,000 |
| ASML HOLDING N V | 4,000 | 10,000 | +6,000 | 3,872,360 | 10,698,600 | +6,826,240 |
| BETA TECHNOLOGIES INC | 0 | 200,000 | +200,000 | 0 | 5,642,000 | +5,642,000 |
| SHOALS TECHNOLOGIES GROUP IN | 1,000,000 | 1,500,000 | +500,000 | 7,410,000 | 12,750,000 | +5,340,000 |
| LAM RESEARCH CORP | 25,000 | 50,000 | +25,000 | 3,347,500 | 8,559,000 | +5,211,500 |
| CAMTEK LTD | 30,000 | 70,000 | +40,000 | 3,151,500 | 7,444,150 | +4,292,650 |
| KOPIN CORP | 5,000,000 | 7,000,000 | +2,000,000 | 12,150,000 | 16,380,000 | +4,230,000 |
| LIGHTPATH TECHNOLOGIES INC | 0 | 385,000 | +385,000 | 0 | 4,158,000 | +4,158,000 |
| RIVIAN AUTOMOTIVE INC | 0 | 200,000 | +200,000 | 0 | 3,942,000 | +3,942,000 |
| TERADYNE INC | 70,000 | 70,000 | 0 | 9,634,800 | 13,549,200 | +3,914,400 |
| ENERPAC TOOL GROUP CORP | 0 | 100,000 | +100,000 | 0 | 3,824,000 | +3,824,000 |
| ALMONTY INDS INC | 1,300,000 | 1,300,000 | 0 | 7,839,000 | 11,453,000 | +3,614,000 |
| ALPHABET INC | 50,000 | 50,000 | 0 | 12,155,000 | 15,650,000 | +3,495,000 |
| MICROCHIP TECHNOLOGY INC. | 300,000 | 350,000 | +50,000 | 19,266,000 | 22,302,000 | +3,036,000 |
| ANDERSEN GROUP INC | 0 | 100,000 | +100,000 | 0 | 2,593,000 | +2,593,000 |
| AMAZON COM INC | 200,000 | 200,000 | 0 | 43,914,000 | 46,164,000 | +2,250,000 |
| SHOPIFY INC | 130,000 | 130,000 | 0 | 19,319,300 | 20,926,100 | +1,606,800 |
| HEICO CORP NEW | 140,000 | 140,000 | 0 | 45,194,800 | 45,302,600 | +107,800 |
| MIRION TECHNOLOGIES INC | 500,000 | 500,000 | 0 | 11,630,000 | 11,710,000 | +80,000 |
| GENEDX HOLDINGS CORP | 120,000 | 100,000 | -20,000 | 12,928,800 | 13,006,000 | +77,200 |
| NVIDIA CORPORATION | 600,000 | 600,000 | 0 | 111,948,000 | 111,900,000 | -48,000 |
| HEICO CORP NEW | 125,000 | 125,000 | 0 | 31,761,250 | 31,553,750 | -207,500 |
| BIODESIX INC | 414,124 | 327,824 | -86,300 | 3,126,636 | 2,229,203 | -897,433 |
| HILLMAN SOLUTIONS CORP | 1,000,000 | 950,000 | -50,000 | 9,180,000 | 8,227,000 | -953,000 |
| TRIMBLE INC | 300,000 | 300,000 | 0 | 24,495,000 | 23,505,000 | -990,000 |
| ANALOG DEVICES INC | 100,000 | 85,000 | -15,000 | 24,570,000 | 23,052,000 | -1,518,000 |
| ARM HOLDINGS PLC | 50,000 | 50,000 | 0 | 7,074,500 | 5,465,500 | -1,609,000 |
| CORNING INC | 240,000 | 200,000 | -40,000 | 19,687,200 | 17,512,000 | -2,175,200 |
| KAROOOOO LTD | 225,150 | 225,150 | 0 | 12,860,568 | 10,244,325 | -2,616,243 |
| TAIWAN SEMICONDUCTOR MFG LTD | 120,000 | 100,000 | -20,000 | 33,514,800 | 30,389,000 | -3,125,800 |
| CODEXIS INC | 4,000,000 | 3,846,411 | -153,589 | 9,760,000 | 6,269,650 | -3,490,350 |
| CELLEBRITE DI LTD | 600,000 | 400,000 | -200,000 | 11,118,000 | 7,212,000 | -3,906,000 |
| WASTE CONNECTIONS INC | 150,000 | 120,000 | -30,000 | 26,370,000 | 21,043,200 | -5,326,800 |
| BWX TECHNOLOGIES INC | 125,000 | 100,000 | -25,000 | 23,046,250 | 17,284,000 | -5,762,250 |
| CLEAN HARBORS INC | 110,000 | 80,000 | -30,000 | 25,544,200 | 18,758,400 | -6,785,800 |
| BRIGHTVIEW HLDGS INC | 1,150,000 | 650,000 | -500,000 | 15,410,000 | 8,235,500 | -7,174,500 |
| ASP ISOTOPES INC | 1,325,000 | 825,000 | -500,000 | 12,746,500 | 4,413,750 | -8,332,750 |
| EQT CORP | 450,000 | 300,000 | -150,000 | 24,493,500 | 16,080,000 | -8,413,500 |
| ASPEN AEROGELS INC | 1,792,424 | 1,000,000 | -792,424 | 12,475,271 | 2,830,000 | -9,645,271 |
| AXON ENTERPRISE INC | 30,000 | 20,000 | -10,000 | 21,529,200 | 11,358,600 | -10,170,600 |
| RANGE RES CORP | 600,000 | 300,000 | -300,000 | 22,584,000 | 10,578,000 | -12,006,000 |
| FRANCO NEV CORP | 150,000 | 100,000 | -50,000 | 33,436,500 | 20,728,000 | -12,708,500 |
| GARMIN LTD | 100,000 | 50,000 | -50,000 | 24,622,000 | 10,142,500 | -14,479,500 |
| META PLATFORMS INC | 60,000 | 40,000 | -20,000 | 44,062,800 | 26,403,600 | -17,659,200 |
| AMERICAN SUPERCONDUCTOR CORP | 690,000 | 619,900 | -70,100 | 40,979,100 | 17,840,722 | -23,138,378 |