SEC 13F Intelligence

Telemark Asset Management, LLC / FSLR

Telemark Asset Management, LLC’s First Solar Inc Position

Does Telemark Asset Management, LLC own First Solar Inc (FSLR)? Not currently — the last reported position was 50.0K shares worth $13M in Q4 2025; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$13M
Q4 2025
Shares
50.0K
% of Portfolio
+1.30%
Quarters Held
4
position exited

Position History FSLR

Reported value by quarter
Q4 ’20: $23MQ4 ’20Q2 ’24: $14MQ2 ’24Q3 ’24: $15MQ3 ’24Q4 ’25: $13MQ4 ’25filingsflow.com
QuarterSharesValue% of Portfolio
Q4 202550.0K$13M+1.30%
Q3 202460.0K$15M+1.51%
Q2 202460.0K$14M+1.18%
Q4 2020230.0K$23M+2.36%

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 FSLR.