SEC 13F Intelligence

Telemark Asset Management, LLC / SLB

Telemark Asset Management, LLC’s Slb Limited Position

Does Telemark Asset Management, LLC own Slb Limited (SLB)? Yes — 600.0K shares worth $31M (+2.85% of its 13F portfolio) as of Q1 2026, up from 500.0K shares the prior filed quarter.

Position Value
$31M
Q1 2026
Shares
600.0K
% of Portfolio
+2.85%
Quarters Held
11
currently held

Position History SLB

Reported value by quarter
Q1 ’19: $44MQ1 ’19Q2 ’19: $28MQ3 ’19: $34MQ3 ’19Q4 ’19: $24MQ2 ’21: $16MQ2 ’21Q1 ’22: $14MQ4 ’22: $27MQ4 ’22Q1 ’23: $25MQ2 ’23: $12MQ2 ’23Q3 ’23: $29MQ1 ’26: $31MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026600.0K$31M+2.85%
Q3 2023500.0K$29M+4.42%
Q2 2023250.0K$12M+1.67%
Q1 2023500.0K$25M+3.65%
Q4 2022500.0K$27M+4.05%
Q1 2022350.0K$14M+1.28%
Q2 2021500.0K$16M+1.28%
Q4 2019600.0K$24M+3.50%
Q3 20191.00M$34M+5.34%
Q2 2019700.0K$28M+3.19%
Q1 20191.00M$44M+5.50%

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 SLB.