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Disclosery

Telemark Asset Management, LLC: CSGP position timeline

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

Telemark Asset Management, LLC held 0 CSGP shares at 2025-12-31 per its 13F-HR filed 2026-02-11.

the latest 13F is the newest step

  1. period ended2025-12-31
    13F 0 shares
    Change vs previous 13F -550,000 shares

    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).

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

  2. period ended2025-09-30
    13F 550,000 shares
    Change vs previous 13F 0 shares

    4.4% of the 13F portfolio, value $46,403,500.

    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).

  3. period ended2025-06-30
    13F 550,000 shares
    Change vs previous 13F +50,000 shares

    4.69% of the 13F portfolio, value $44,220,000.

    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).

  4. period ended2025-03-31
    13F 500,000 shares
    Change vs previous 13F +100,000 shares

    5.18% of the 13F portfolio, value $39,615,000.

    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).

  5. period ended2024-12-31
    13F 400,000 shares
    Change vs previous 13F -100,000 shares

    2.86% of the 13F portfolio, value $28,636,000.

    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).

  6. period ended2024-09-30
    13F 500,000 shares
    Change vs previous 13F not available

    3.81% of the 13F portfolio, value $37,720,000.

    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).