Telemark Asset Management, LLC

Position in CDXS — Codexis, Inc.

CIK 1420816 BOSTON, MA

Back to CDXS Full portfolio

Position in CDXS

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$8,692,888

+$2,423,239 QoQ

Shares Held

3,846,411

0.0% QoQ

Ownership

3.51%

of shares outstanding

% of Portfolio

0.63%

of 13F equity value

Holder Rank

of 149 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Common Shares in CDXS Over Time

Shares Held

Position Value (USD)

Position in Biotechnology

Healthcare · as of Jun 30, 2026

Telemark Asset Management, LLC holds $57,713,888 across 2 Biotechnology names. CDXS ranks #2 (15.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	MRNA	Moderna, Inc.	700,000	$49,021,000
2	CDXS	Codexis, Inc. This page	3,846,411	$8,692,888

All Filings in CDXS

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27 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-07-24	$11,612,688	7,846,411	—	Shares	Sole	2026-07-29
2026-06-30	$8,692,888	3,846,411	0.0%	Shares	Sole	2026-08-10
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.