SEC 13F Intelligence

Telemark Asset Management, LLC / GOOGL

Telemark Asset Management, LLC’s Alphabet Inc Position

Does Telemark Asset Management, LLC own Alphabet Inc (GOOGL)? Yes50.0K shares worth $14M (+1.33% of its 13F portfolio) as of Q1 2026.

Position Value
$14M
Q1 2026
Shares
50.0K
% of Portfolio
+1.33%
Quarters Held
23
currently held

Position History GOOGL

Reported value by quarter
Q4 ’18: $21MQ4 ’18Q1 ’19: $47MQ4 ’19: $16MQ1 ’20: $10MQ1 ’20Q2 ’20: $10MQ3 ’20: $7MQ4 ’20: $28MQ4 ’20Q1 ’21: $21MQ2 ’21: $24MQ3 ’21: $27MQ3 ’21Q4 ’21: $23MQ1 ’22: $22MQ1 ’23: $7MQ1 ’23Q2 ’23: $12MQ3 ’23: $13MQ1 ’24: $15MQ1 ’24Q2 ’24: $18MQ4 ’24: $11MQ1 ’25: $12MQ1 ’25Q2 ’25: $5MQ3 ’25: $12MQ4 ’25: $16MQ4 ’25Q1 ’26: $14Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202650.0K$14M+1.33%
Q4 202550.0K$16M+1.56%
Q3 202550.0K$12M+1.15%
Q2 202530.0K$5M+0.48%
Q1 202580.0K$12M+1.62%
Q4 202460.0K$11M+1.13%
Q2 2024100.0K$18M+1.59%
Q1 2024100.0K$15M+1.56%
Q3 2023100.0K$13M+1.99%
Q2 2023100.0K$12M+1.62%
Q1 202370.0K$7M+1.08%
Q1 20228.0K$22M+1.97%
Q4 20218.0K$23M+1.66%
Q3 202110.0K$27M+1.93%
Q2 202110.0K$24M+1.95%
Q1 202110.0K$21M+1.75%
Q4 202016.0K$28M+2.91%
Q3 20205.0K$7M+0.89%
Q2 20207.0K$10M+1.57%
Q1 20209.0K$10M+2.49%
Q4 201912.0K$16M+2.33%
Q1 201940.0K$47M+5.95%
Q4 201820.0K$21M+4.29%

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 GOOGL.