SEC 13F Intelligence

Telemark Asset Management, LLC / AMSC

Telemark Asset Management, LLC’s American Superconductor Corp Position

Does Telemark Asset Management, LLC own American Superconductor Corp (AMSC)? Yes600.0K shares worth $20M (+1.88% of its 13F portfolio) as of Q1 2026, down from 619.9K shares the prior filed quarter.

Position Value
$20M
Q1 2026
Shares
600.0K
% of Portfolio
+1.88%
Quarters Held
19
currently held

Position History AMSC

Reported value by quarter
Q4 ’18: $6MQ4 ’18Q1 ’19: $10MQ2 ’19: $5MQ3 ’19: $4MQ3 ’19Q4 ’19: $2MQ1 ’20: $2MQ2 ’20: $3MQ2 ’20Q3 ’20: $5MQ4 ’20: $11MQ1 ’21: $9MQ1 ’21Q1 ’24: $5MQ2 ’24: $14MQ3 ’24: $14MQ3 ’24Q4 ’24: $15MQ1 ’25: $11MQ2 ’25: $25MQ2 ’25Q3 ’25: $41MQ4 ’25: $18MQ1 ’26: $20MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026600.0K$20M+1.88%
Q4 2025619.9K$18M+1.78%
Q3 2025690.0K$41M+3.89%
Q2 2025690.0K$25M+2.30%
Q1 2025600.0K$11M+1.42%
Q4 2024600.0K$15M+1.47%
Q3 2024600.0K$14M+1.43%
Q2 2024600.0K$14M+1.22%
Q1 2024400.0K$5M+0.56%
Q1 2021460.0K$9M+0.74%
Q4 2020470.0K$11M+1.14%
Q3 2020345.0K$5M+0.60%
Q2 2020345.0K$3M+0.44%
Q1 2020345.0K$2M+0.45%
Q4 2019270.0K$2M+0.31%
Q3 2019450.0K$4M+0.55%
Q2 2019500.0K$5M+0.53%
Q1 2019794.0K$10M+1.29%
Q4 2018544.0K$6M+1.25%

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 AMSC.