Telemark Asset Management, LLC

Position in LPTH — Lightpath Technologies Inc

CIK 1420816 BOSTON, MA

Position in LPTH

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

Position Value

$16,758,750

+$12,897,200 QoQ

Shares Held

1,025,000

+166.2% QoQ

Ownership

1.63%

of shares outstanding

% of Portfolio

1.21%

of 13F equity value

Holder Rank

#13

of 164 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

Telemark Asset Management, LLC holds $127,140,700 across 6 Electronic Components names. LPTH ranks #4 (13.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GLW	Corning Inc /Ny	165,000	$42,145,950
2	KOPN	Kopin Corp	7,000,000	$31,360,000
3	ALNT	Allient Inc	200,000	$20,586,000
4	LPTH	Lightpath Technologies Inc This page	1,025,000	$16,758,750
5	ROG	Rogers Corp	50,000	$8,186,500
6	FLEX	Flex Ltd.	50,000	$8,103,500

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$16,758,750	1,025,000	+166.2%	Shares	Sole	2026-08-10
2026-03-31	$3,861,550	385,000	0.0%	Shares	Sole	2026-05-12
2025-12-31	$4,158,000	385,000	—	Shares	Sole	2026-02-11
No filing history on record for this holder in this stock.