SEC Form 13F

Telemark Asset Management, LLC 13F Holdings

Report period2026-06-30
Publicly available2026-08-11
Reported value$1,384,075,474
Positions57

Largest disclosed positions

IssuerTickerClassReported valueReported amount
NVIDIA CORPORATIONNVDACOM$120,054,000600,000
CAMECO CORPCCJCOM$91,674,000900,000
NOVANTA INCNOVTCOM$68,952,000425,000
HEICO CORP NEWHEICOM$49,866,600140,000
MODERNA INCMRNACOM$49,021,000700,000
TAIWAN SEMICONDUCTOR MANUFACTSMSPONSORED ADS$47,757,000100,000
AMAZON COM INCAMZNCOM$47,668,000200,000
CORNING INCGLWCOM$42,145,950165,000
HALLIBURTON COHALCOM$40,740,0001,200,000
TERADYNE INCTERCOM$36,288,00075,000

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

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