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Telemark Asset Management, LLC: NOVT position timeline

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

Telemark Asset Management, LLC held 425,000 NOVT 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 425,000 shares
    Change vs previous 13F +50,000 shares

    4.98% of the 13F portfolio, value $68,952,000.

    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 375,000 shares
    Change vs previous 13F 0 shares

    4.09% of the 13F portfolio, value $44,291,250.

    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 375,000 shares
    Change vs previous 13F +125,000 shares

    4.46% of the 13F portfolio, value $44,621,250.

    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).

  4. period ended2025-09-30
    13F 250,000 shares
    Change vs previous 13F +100,000 shares

    2.38% of the 13F portfolio, value $25,037,500.

    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).

  5. period ended2025-06-30
    13F 150,000 shares
    Change vs previous 13F +60,000 shares

    2.05% of the 13F portfolio, value $19,339,500.

    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).

  6. period ended2025-03-31
    13F 90,000 shares
    Change vs previous 13F -70,000 shares

    1.51% of the 13F portfolio, value $11,508,300.

    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).

  7. period ended2024-12-31
    13F 160,000 shares
    Change vs previous 13F +60,000 shares

    2.44% of the 13F portfolio, value $24,443,200.

    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).

  8. period ended2024-09-30
    13F 100,000 shares
    Change vs previous 13F not available

    1.81% of the 13F portfolio, value $17,892,000.

    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).