SEC 13F Intelligence

Telemark Asset Management, LLC / AMZN

Telemark Asset Management, LLC’s Amazon Com Inc Position

Does Telemark Asset Management, LLC own Amazon Com Inc (AMZN)? Yes200.0K shares worth $42M (+3.85% of its 13F portfolio) as of Q1 2026.

Position Value
$42M
Q1 2026
Shares
200.0K
% of Portfolio
+3.85%
Quarters Held
30
currently held

Position History AMZN

Reported value by quarter
Q4 ’18: $75MQ4 ’18Q1 ’19: $89MQ2 ’19: $95MQ3 ’19: $87MQ4 ’19: $92MQ4 ’19Q1 ’20: $78MQ2 ’20: $97MQ3 ’20: $110MQ4 ’20: $114MQ4 ’20Q1 ’21: $108MQ2 ’21: $103MQ3 ’21: $99MQ4 ’21: $100MQ4 ’21Q1 ’22: $81MQ2 ’22: $21MQ3 ’22: $23MQ4 ’22: $17MQ4 ’22Q1 ’23: $21MQ2 ’23: $39MQ3 ’23: $32MQ4 ’23: $38MQ4 ’23Q1 ’24: $45MQ2 ’24: $48MQ3 ’24: $47MQ4 ’24: $55MQ4 ’24Q1 ’25: $38MQ2 ’25: $44MQ3 ’25: $44MQ4 ’25: $46MQ4 ’25Q1 ’26: $42Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026200.0K$42M+3.85%
Q4 2025200.0K$46M+4.61%
Q3 2025200.0K$44M+4.17%
Q2 2025200.0K$44M+3.98%
Q1 2025200.0K$38M+4.98%
Q4 2024250.0K$55M+5.47%
Q3 2024250.0K$47M+4.70%
Q2 2024250.0K$48M+4.20%
Q1 2024250.0K$45M+4.66%
Q4 2023250.0K$38M+5.66%
Q3 2023250.0K$32M+4.82%
Q2 2023300.0K$39M+5.31%
Q1 2023200.0K$21M+3.07%
Q4 2022200.0K$17M+2.55%
Q3 2022200.0K$23M+3.55%
Q2 2022200.0K$21M+3.59%
Q1 202225.0K$81M+7.20%
Q4 202130.0K$100M+7.15%
Q3 202130.0K$99M+7.13%
Q2 202130.0K$103M+8.24%
Q1 202135.0K$108M+9.17%
Q4 202035.0K$114M+11.82%
Q3 202035.0K$110M+13.32%
Q2 202035.0K$97M+15.29%
Q1 202040.0K$78M+18.60%
Q4 201950.0K$92M+13.39%
Q3 201950.0K$87M+13.57%
Q2 201950.0K$95M+10.86%
Q1 201950.0K$89M+11.25%
Q4 201850.0K$75M+15.43%

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 AMZN.