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Disclosery

Telemark Asset Management, LLC: MOD position timeline

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

Telemark Asset Management, LLC held 70,000 MOD shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 70,000 shares
    Change vs previous 13F -10,000 shares

    1.35% of the 13F portfolio, value $18,691,400.

    13F-HR 0000898432-26-000612 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).

  2. period ended2026-03-31
    13F 80,000 shares
    Change vs previous 13F -20,000 shares

    1.6% of the 13F portfolio, value $17,336,800.

    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).

  3. period ended2025-12-31
    13F 100,000 shares
    Change vs previous 13F not available

    1.33% of the 13F portfolio, value $13,351,000.

    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).