Brian C. Miley

Telemark Asset Management, Llc

Assets Managed

$1.082B

Holdings

Last Quarter

2026 - Q1

Filed Date

5d ago

Growth Rate

8.05%(2Q avg: 1.54%)

Sustained Growth

1 quarters

Portfolio positions

This chart displays the top 10 holdings in Telemark Asset Management, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 53 positions.

Assets under management

The assets under management (AUM) of Telemark Asset Management, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 1.082B in assets, with a quarterly growth rate of 8.05% and a 2-quarter average growth rate of 1.54%. The portfolio is managed by Brian C. Miley, and others.

Portfolio holdings

Investment	Portfolio %	Reported Value	Recent Activity
NVDA Nvidia Corp Recent Activity	9.68%	$104.64M 600,000 shares@ $174.4 avg price
CCJ Cameco Corp Recent Activity Decreased -10%	9.04%	$97.749M 900,000 shares@ $108.61 avg price	Decreased -10%
HAL Halliburton Co Recent Activity New Position	4.33%	$46.788M 1.2M shares@ $38.99 avg price	New Position
NOVT Novanta Inc Recent Activity	4.1%	$44.291M 375,000 shares@ $118.11 avg price
AMZN Amazon.com Inc Recent Activity	3.86%	$41.654M 200,000 shares@ $208.27 avg price
HEI Heico Corp Recent Activity	3.55%	$38.388M 140,000 shares@ $274.2 avg price
TSM Taiwan Semiconductor-sp Adr Recent Activity	3.13%	$33.795M 100,000 shares@ $337.95 avg price
SLB Schlumberger Ltd Recent Activity New Position	2.86%	$30.834M 600,000 shares@ $51.39 avg price	New Position
PLTR Palantir Technologies Inc-a Recent Activity Increased 100%	2.71%	$29.256M 200,000 shares@ $146.28 avg price	Increased 100%
CLH Clean Harbors Inc Recent Activity Increased 25%	2.66%	$28.673M 100,000 shares@ $286.73 avg price	Increased 25%

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