Telemark Asset Management, LLC has filed a Form 13F-HR disclosing its equity holdings as of the close of business on September 30, 2026. The filing indicates the firm held positions in 58 different companies at that time. The report was signed by Brian C. Miley, the Chief Financial Officer of the firm.
The filing details a portfolio that includes a mix of large-cap technology and industrial names. Notable positions include NVIDIA Corporation, which the firm holds 600,000 shares, and Moderna Inc., with a position of 500,000 shares. Other significant holdings include Alliant Energy Inc., with 2,232,000 shares, and Cameco Corp., which holds 800,000 shares.
The portfolio also features several companies with single-digit share counts, including Taiwan Semiconductor Manufacturing Co. with 70,000 shares and Teradyne Inc. with 45,000 shares. Additionally, the firm holds smaller positions in a variety of sectors, ranging from healthcare and biotechnology to energy and industrial manufacturing.
