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Disclosery

Telemark Asset Management, LLC: ASPI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Telemark Asset Management, LLC on ASPI, newest first. How the timeline and the estimate are built.

Telemark Asset Management, LLC held 0 ASPI shares at 2026-03-31 per its 13F-HR filed 2026-05-12.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 0 shares
    Change vs previous 13F -825,000 shares

    13F-HR 0000898432-26-000352 filed by Telemark Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-12-31
    13F 825,000 shares
    Change vs previous 13F -500,000 shares

    0.44% of the 13F portfolio, value $4,413,750.

    13F-HR 0000898432-26-000088 filed by Telemark Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-09-30
    13F 1,325,000 shares
    Change vs previous 13F -100,000 shares

    1.21% of the 13F portfolio, value $12,746,500.

    13F-HR 0000898432-25-000879 filed by Telemark Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-06-30
    13F 1,425,000 shares
    Change vs previous 13F -50,000 shares

    1.11% of the 13F portfolio, value $10,488,000.

    13F-HR 0000898432-25-000586 filed by Telemark Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-03-31
    13F 1,475,000 shares
    Change vs previous 13F 0 shares

    0.91% of the 13F portfolio, value $6,917,750.

    13F-HR 0000898432-25-000335 filed by Telemark Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2024-12-31
    13F 1,475,000 shares
    Change vs previous 13F -225,000 shares

    0.67% of the 13F portfolio, value $6,681,750.

    13F-HR 0000898432-25-000102 filed by Telemark Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-09-30
    13F 1,700,000 shares
    Change vs previous 13F not available

    0.48% of the 13F portfolio, value $4,726,000.

    13F-HR 0000898432-24-000893 filed by Telemark Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).