Telemark Asset Management, LLC
All 13F Filings
- Location
- Boston, MA
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 1,384,075
- Description
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- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 8/10/2026 | 57 | 1,384,075 | 13F-HR | Telemark Asset Management, LLC |
| Q1 2026 | 5/12/2026 | 53 | 1,081,759 | 13F-HR | Telemark Asset Management, LLC |
| Q4 2025 | 2/11/2026 | 56 | 1,001,184 | 13F-HR | Telemark Asset Management, LLC |
| Q3 2025 | 11/10/2025 | 47 | 1,053,571 | 13F-HR | Telemark Asset Management, LLC |
| Q2 2025 | 8/12/2025 | 49 | 1,102,269 | 13F-HR | Telemark Asset Management, LLC |
| Q1 2014 | 5/14/2014 | 45 | 396,675 | 13F-HR | Telemark Asset Management, LLC |
| Q4 2013 | 2/14/2014 | 56 | 403,790 | 13F-HR | Telemark Asset Management, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 1.384 M | 100.0% | 302.3 K | 0 | 302.3 K |
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Fund Snapshot
Q2 2026
Latest filed
8/10/2026
Total value ($000)
1,384,075
Holdings
57
QoQ value change ($000)
302,316
(27.9%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.