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Telemark Asset Management, LLC: NXE position timeline

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

Telemark Asset Management, LLC held 500,000 NXE 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 500,000 shares
    Change vs previous 13F 0 shares

    0.34% of the 13F portfolio, value $4,695,000.

    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 500,000 shares
    Change vs previous 13F +500,000 shares

    0.54% of the 13F portfolio, value $5,800,000.

    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 ended2025-03-31
    13F 0 shares
    Change vs previous 13F -1,800,000 shares

    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).

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

  4. period ended2024-12-31
    13F 1,800,000 shares
    Change vs previous 13F -200,000 shares

    1.18% of the 13F portfolio, value $11,880,000.

    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).

  5. period ended2024-09-30
    13F 2,000,000 shares
    Change vs previous 13F not available

    1.32% of the 13F portfolio, value $13,060,000.

    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).