SEC 13F Intelligence

Telemark Asset Management, LLC / AII

Telemark Asset Management, LLC’s American Integrity Position

Does Telemark Asset Management, LLC own American Integrity (AII)? Yes — 1.20M shares worth $17M (+1.61% of its 13F portfolio) as of Q1 2026, down from 1.30M shares the prior filed quarter.

Position Value
$17M
Q1 2026
Shares
1.20M
% of Portfolio
+1.61%
Quarters Held
3
currently held

Position History AII

Reported value by quarter
Q3 ’25: $8MQ3 ’25Q4 ’25: $11MQ4 ’25Q1 ’26: $17MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 20261.20M$17M+1.61%
Q4 20251.30M$11M+1.14%
Q3 20251.30M$8M+0.74%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Telemark Asset Management, LLC’s full portfolio or all institutional holders of AII.