Telemark Asset Management, LLC has disclosed its latest investment holdings in a recent filing, revealing a total portfolio value of approximately $1.39 billion as of September 30, 2026. This filing is significant as it reflects the company’s strategic investment decisions and positions within the competitive asset management industry.

Telemark Asset Management is a firm based in Boston, Massachusetts, incorporated in Delaware. The company primarily engages in asset management, as indicated by its recent filings with the SEC. The firm has been active in reporting its holdings, with its latest filing being a 13F-HR submitted on November 10, 2026, under accession number 0000898432-26-000776.

What the Filing Says

The filing indicates that Telemark Asset Management holds a total of 58 positions in various companies, with a total value of $1,394,347,691. This diverse portfolio includes significant investments in major corporations, showcasing the firm’s approach to asset management.

Impact

This update may affect investors and stakeholders interested in Telemark's investment strategies and performance. The disclosure of substantial investments in companies such as NVIDIA Corporation and Alphabet Inc. suggests a focus on technology and innovation, which could influence market perceptions and investor confidence in the firm.

What's Next

The filing does not say what happens next.