SEC 13F Intelligence

Telemark Asset Management, LLC / TER

Telemark Asset Management, LLC’s Teradyne Inc Position

Does Telemark Asset Management, LLC own Teradyne Inc (TER)? Yes70.0K shares worth $21M (+1.92% of its 13F portfolio) as of Q1 2026.

Position Value
$21M
Q1 2026
Shares
70.0K
% of Portfolio
+1.92%
Quarters Held
20
currently held

Position History TER

Reported value by quarter
Q1 ’19: $24MQ1 ’19Q2 ’19: $26MQ3 ’19: $32MQ4 ’19: $31MQ4 ’19Q1 ’20: $16MQ2 ’20: $25MQ3 ’20: $24MQ3 ’20Q4 ’20: $30MQ1 ’21: $22MQ2 ’21: $24MQ2 ’21Q3 ’21: $20MQ4 ’21: $33MQ1 ’22: $24MQ1 ’22Q2 ’22: $896,000Q1 ’23: $10MQ2 ’23: $6MQ2 ’23Q2 ’24: $9MQ3 ’25: $10MQ4 ’25: $14MQ4 ’25Q1 ’26: $21Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202670.0K$21M+1.92%
Q4 202570.0K$14M+1.35%
Q3 202570.0K$10M+0.91%
Q2 202460.0K$9M+0.77%
Q2 202350.0K$6M+0.76%
Q1 202390.0K$10M+1.44%
Q2 202210.0K$896,000+0.15%
Q1 2022200.0K$24M+2.09%
Q4 2021200.0K$33M+2.34%
Q3 2021180.0K$20M+1.42%
Q2 2021180.0K$24M+1.92%
Q1 2021180.0K$22M+1.85%
Q4 2020250.0K$30M+3.11%
Q3 2020300.0K$24M+2.88%
Q2 2020300.0K$25M+4.01%
Q1 2020300.0K$16M+3.88%
Q4 2019450.0K$31M+4.45%
Q3 2019550.0K$32M+4.98%
Q2 2019550.0K$26M+3.02%
Q1 2019600.0K$24M+3.02%

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 TER.