Telemark Asset Management, LLC Purchases in Q3 2025

Telemark Asset Management, LLC

  • $988 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
AMSC
American Superconductor Corp

Industrials
90K
+ 15.0%
$35.98 - $64.63 $3.24M - $5.82M
690K $40.6M
NOVT
Novanta Inc

Technology
160K
+ 177.78%
N/A
250K $39.4M
META
Meta Platforms, Inc.

Communication Services
25K
+ 71.43%
$695.21 - $791.73 $17.4M - $19.8M
60K $44.1M
TWLO
Twilio Inc

Communication Services
200K
New
$92.44 - $132.7 $18.5M - $26.5M
200K $20M
SHOP
Shopify Inc.

Technology
130K
New
$112.11 - $157.12 $14.6M - $20.4M
130K $19.3M
MCHP
Microchip Technology Inc

Technology
300K
New
$60.95 - $75.26 $18.3M - $22.6M
300K $19.3M
FNV
Franco Nevada Corp

Basic Materials
50K
+ 50.0%
$154.4 - $222.91 $7.72M - $11.1M
150K $33.4M
BWXT
Bwx Technologies, Inc.

Industrials
25K
+ 25.0%
$136.45 - $184.37 $3.41M - $4.61M
125K $23M
MRNA
Moderna, Inc.

Healthcare
500K
New
$23.51 - $34.67 $11.8M - $17.3M
500K $12.9M
KARO
Karooooo Ltd.

Technology
225K
New
$44.92 - $60.4 $10.1M - $13.6M
225K $12.9M
TER
Teradyne, Inc

Technology
70K
New
$90.15 - $137.64 $6.31M - $9.63M
70K $9.63M
KOPN
Kopin Corp

Technology
2M
+ 66.67%
$1.54 - $2.71 $3.08M - $5.42M
5M $11.9M
SNOW
Snowflake Inc.

Technology
40K
New
$191.73 - $241.0 $7.67M - $9.64M
40K $9.02M
TRMB
Trimble Inc.

Technology
50K
+ 20.0%
$76.46 - $85.24 $3.82M - $4.26M
300K $24.5M
SHLS
Shoals Technologies Group, Inc.

Technology
1M
New
$4.46 - $7.7 $4.46M - $7.7M
1M $7.41M
CSGP
Costar Group, Inc.

Real Estate
50K
+ 10.0%
$81.42 - $96.83 $4.07M - $4.84M
550K $46.4M
MSFT
Microsoft Corp

Technology
10K
New
$491.09 - $535.64 $4.91M - $5.36M
10K $5.18M
ASML
Asml Holding Nv

Technology
4K
New
$689.63 - $968.09 $2.76M - $3.87M
4K $3.87M
BV
Bright View Holdings, Inc.

Industrials
250K
+ 27.78%
$13.01 - $16.85 $3.25M - $4.21M
1.15M $15.4M
EQT
Eqt Corp

Energy
50K
+ 12.5%
$49.19 - $59.19 $2.46M - $2.96M
450K $24.5M
CAMT
Camtek LTD

Technology
30K
New
$82.04 - $98.93 $2.46M - $2.97M
30K $2.65M
CDXS
Codexis, Inc.

Healthcare
1M
+ 33.33%
$2.35 - $3.33 $2.35M - $3.33M
4M $9.76M
CLBT
Cellebrite Di Ltd.

Technology
100K
+ 20.0%
$13.52 - $18.97 $1.35M - $1.9M
600K $11.1M
Lam Research Corp
25K
New
N/A
25K $0
Biodesix Inc
414K
New
N/A
414K $0
Genedx Holdings Corp
20K
+ 20.0%
N/A
120K $0
Almonty Inds Inc
1.3M
New
N/A
1.3M $0
Activity Summary
Buys All Purchases 28 New Holdings 14 Increased Positions 14 Sells All Sells 8 Reductions 8 Sold out 0 Options Calls 0 Puts 0
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