Telemark Asset Management, LLC: TXN position timeline

Telemark Asset Management, LLC held 80,000 TXN 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 80,000 shares

   Change vs previous 13F 0 shares

   1.72% of the 13F portfolio, value $23,845,600.

   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 80,000 shares

   Change vs previous 13F +80,000 shares

   1.44% of the 13F portfolio, value $15,531,200.

   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 ended2025-03-31

   13F 0 shares

   Change vs previous 13F -25,000 shares

   13F-HR 0000898432-25-000335 filed by Telemark Asset Management, LLC
   Filed 2025-05-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

   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 25,000 shares

   Change vs previous 13F -45,000 shares

   0.47% of the 13F portfolio, value $4,687,750.

   13F-HR 0000898432-25-000102 filed by Telemark Asset Management, LLC
   Filed 2025-02-10 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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

5. period ended2024-09-30

   13F 70,000 shares

   Change vs previous 13F not available

   1.46% of the 13F portfolio, value $14,459,900.

   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).