Telemark Asset Management, LLC

Position in CDXS — Codexis, Inc.

CIK 1420816 BOSTON, MA

Position in CDXS

as of Mar 31, 2026 · filed May 12, 2026 Compact

Position Value

$6,269,649

+$0 QoQ

Shares Held

3,846,411

0.0% QoQ

Ownership

4.23%

of shares outstanding

% of Portfolio

0.59%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Healthcare · as of Mar 31, 2026

Telemark Asset Management, LLC holds $31,669,649 across 2 Biotechnology names. CDXS ranks #2 (19.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	MRNA	Moderna, Inc.	500,000	$25,400,000
2	CDXS	Codexis, Inc. This page	3,846,411	$6,269,649

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$6,269,649	3,846,411	0.0%	Shares	Sole	2026-05-12
2025-12-31	$6,269,649	3,846,411	-3.8%	Shares	Sole	2026-02-11
2025-09-30	$9,760,000	4,000,000	0.0%	Shares	Sole	2025-11-10
2025-06-30	$9,760,000	4,000,000	+33.3%	Shares	Sole	2025-08-12
2025-03-31	$8,070,000	3,000,000	0.0%	Shares	Sole	2025-05-12
2024-12-31	$14,310,000	3,000,000	+11.3%	Shares	Sole	2025-02-10
2024-09-30	$8,304,945	2,696,411	0.0%	Shares	Sole	2024-11-12
2024-06-30	$8,358,874	2,696,411	0.0%	Shares	Sole	2024-08-09
2024-03-31	$9,410,474	2,696,411	0.0%	Shares	Sole	2024-05-10
2023-12-31	$8,224,053	2,696,411	+6.8%	Shares	Sole	2024-02-12
2023-09-30	$4,771,305	2,524,500	-0.8%	Shares	Sole	2023-11-09
2023-06-30	$7,124,600	2,544,500	-0.8%	Shares	Sole	2023-08-10
2023-03-31	$10,617,030	2,564,500	-1.5%	Shares	Sole	2023-05-11
2022-12-31	$12,136,970	2,604,500	-3.7%	Shares	Sole	2023-02-10
2022-09-30	$16,389,270	2,704,500	+8.0%	Shares	Sole	2022-11-10
2022-06-30	$26,197,070	2,504,500	0.0%	Shares	Sole	2022-08-11
2022-03-31	$51,642,790	2,504,500	+2.0%	Shares	Sole	2022-05-11
2021-12-31	$76,752,215	2,454,500	0.0%	Shares	Sole	2022-02-10
2021-09-30	$57,091,670	2,454,500	0.0%	Shares	Sole	2021-11-12
2021-06-30	$55,618,970	2,454,500	0.0%	Shares	Sole	2021-08-10
2021-03-31	$56,183,505	2,454,500	-16.7%	Shares	Sole	2021-05-12
2020-12-31	$64,293,956	2,945,211	-4.7%	Shares	Sole	2021-02-11
2020-09-30	$36,279,077	3,090,211	0.0%	Shares	Sole	2020-11-12
2020-06-30	$35,228,405	3,090,211	-7.8%	Shares	Sole	2020-08-12
2020-03-31	$37,386,000	3,350,000	—	Shares	Sole	2020-05-12
No filing history on record for this holder in this stock.