Telemark Asset Management, LLC: TER position timeline

Telemark Asset Management, LLC held 75,000 TER 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 75,000 shares

   Change vs previous 13F +5,000 shares

   2.62% of the 13F portfolio, value $36,288,000.

   13F-HR 0000898432-26-000612 filed by Telemark Asset Management, LLC
   Filed 2026-08-10 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 70,000 shares

   Change vs previous 13F 0 shares

   1.92% of the 13F portfolio, value $20,752,200.

   13F-HR 0000898432-26-000352 filed by Telemark Asset Management, LLC
   Filed 2026-05-12 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 70,000 shares

   Change vs previous 13F 0 shares

   1.35% of the 13F portfolio, value $13,549,200.

   13F-HR 0000898432-26-000088 filed by Telemark Asset Management, LLC
   Filed 2026-02-11 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 70,000 shares

   Change vs previous 13F +70,000 shares

   0.91% of the 13F portfolio, value $9,634,800.

   13F-HR 0000898432-25-000879 filed by Telemark Asset Management, LLC
   Filed 2025-11-10 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2024-09-30

   13F 0 shares

   Change vs previous 13F not available

   13F-HR 0000898432-24-000893 filed by Telemark Asset Management, LLC
   Filed 2024-11-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

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

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