Telemark Asset Management, LLC

Position in MRNA — Moderna, Inc.

CIK 1420816 BOSTON, MA

Position in MRNA

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

Position Value

$49,021,000

+$23,621,000 QoQ

Shares Held

700,000

+40.0% QoQ

Ownership

0.175%

of shares outstanding

% of Portfolio

3.54%

of 13F equity value

Holder Rank

#47

of 777 holders

Holding Since

Mar 2021

16 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Healthcare · as of Jun 30, 2026

Telemark Asset Management, LLC holds $57,713,888 across 2 Biotechnology names. MRNA ranks #1 (84.9% of the industry book) .

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

16 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$49,021,000	700,000	+40.0%	Shares	Sole	2026-08-10
2026-03-31	$25,400,000	500,000	0.0%	Shares	Sole	2026-05-12
2025-09-30	$12,915,000	500,000	+100.0%	Shares	Sole	2025-11-10
2024-06-30	$29,687,500	250,000	0.0%	Shares	Sole	2024-08-09
2024-03-31	$26,640,000	250,000	+25.0%	Shares	Sole	2024-05-10
2023-09-30	$20,658,000	200,000	0.0%	Shares	Sole	2023-11-09
2023-06-30	$24,300,000	200,000	+33.3%	Shares	Sole	2023-08-10
2023-03-31	$23,037,000	150,000	-50.0%	Shares	Sole	2023-05-11
2022-12-31	$53,886,000	300,000	+20.0%	Shares	Sole	2023-02-10
2022-09-30	$29,562,500	250,000	+31.6%	Shares	Sole	2022-11-10
2022-06-30	$27,141,500	190,000	-5.0%	Shares	Sole	2022-08-11
2022-03-31	$34,452,000	200,000	-20.0%	Shares	Sole	2022-05-11
2021-12-31	$63,495,000	250,000	-28.6%	Shares	Sole	2022-02-10
2021-09-30	$134,701,000	350,000	+16.7%	Shares	Sole	2021-11-12
2021-06-30	$70,494,000	300,000	+27.7%	Shares	Sole	2021-08-10
2021-03-31	$30,773,250	235,000	—	Shares	Sole	2021-05-12
No filing history on record for this holder in this stock.