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Equibles

Telemark Asset Management, LLC

Position in ASPN — Aspen Aerogels Inc

CIK 1420816 BOSTON, MA
Back to ASPN Full portfolio

Position in ASPN

as of Jun 30, 2026 · filed Aug 10, 2026
Position Value
$6,340,000
+$2,920,000 QoQ
Shares Held
1,000,000
0.0% QoQ
Ownership
1.20%
of shares outstanding
% of Portfolio
0.46%
of 13F equity value
Holder Rank
#23
of 179 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority Sole 100% Shared 0% None 0%

Common Shares in ASPN Over Time

Shares Held

Position Value (USD)

Position in Specialty Chemicals

Basic Materials · as of Jun 30, 2026

Telemark Asset Management, LLC holds $6,340,000 across 1 Specialty Chemicals name. ASPN ranks #1 (100.0% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 ASPN
Aspen Aerogels Inc
This page 		1,000,000 $6,340,000

All Filings in ASPN

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26 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $6,340,000 1,000,000
2026-03-31 $3,420,000 1,000,000
2025-12-31 $2,830,000 1,000,000
2025-09-30 $12,475,271 1,792,424
2025-06-30 $10,611,150 1,792,424
2025-03-31 $12,092,589 1,892,424
2024-12-31 $22,481,997 1,892,424
2024-09-30 $41,325,220 1,492,424
2024-06-30 $35,594,312 1,492,424
2024-03-31 $26,266,662 1,492,424
2023-12-31 $23,550,450 1,492,424
2023-09-30 $10,750,000 1,250,000
2023-06-30 $12,268,950 1,555,000
2023-03-31 $12,590,500 1,690,000
2022-12-31 $23,226,300 1,970,000
2022-09-30 $18,440,000 2,000,000
2022-06-30 $19,760,000 2,000,000
2022-03-31 $62,753,600 1,820,000
2021-12-31 $91,613,600 1,840,000
2021-09-30 $91,559,900 1,990,000
2021-06-30 $60,588,000 2,025,000
2021-03-31 $41,188,500 2,025,000
2020-12-31 $37,552,500 2,250,000
2020-09-30 $22,124,496 2,020,502
2020-06-30 $12,997,546 1,975,311
2020-03-31 $12,128,409 1,975,311