Telemark Asset Management, LLC
Position in DOCN — DigitalOcean Holdings, Inc.
CIK 1420816
BOSTON, MA
Position in DOCN
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$31,406,000
+$14,250,000 QoQ
Shares Held
200,000
0.0% QoQ
Ownership
0.170%
of shares outstanding
% of Portfolio
2.27%
of 13F equity value
Holder Rank
#67
of 564 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in DOCN Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Telemark Asset Management, LLC holds $70,890,000 across 3 Software - Infrastructure names. DOCN ranks #1 (44.3% of the industry book) .
All Filings in DOCN
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $31,406,000 | 200,000 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $17,156,000 | 200,000 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $9,624,000 | 200,000 | Shares | Sole | 2026-02-11 | |
| No filing history on record for this holder in this stock. | ||||||