Telemark Asset Management, LLC

Position in NOVT — Novanta Inc

CIK 1420816 BOSTON, MA

Position in NOVT

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

Position Value

$44,291,250

-$330,000 QoQ

Shares Held

375,000

0.0% QoQ

Ownership

1.05%

of shares outstanding

% of Portfolio

4.20%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Mar 31, 2026

Telemark Asset Management, LLC holds $68,937,750 across 3 Scientific & Technical Instruments names. NOVT ranks #1 (64.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NOVT	Novanta Inc This page	375,000	$44,291,250
2	TRMB	Trimble Inc.	200,000	$13,046,000
3	GRMN	Garmin Ltd	50,000	$11,600,500

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$44,291,250	375,000	0.0%	Shares	Sole	2026-05-12
2025-12-31	$44,621,250	375,000	+50.0%	Shares	Sole	2026-02-11
2025-09-30	$25,037,500	250,000	+66.7%	Shares	Sole	2025-11-10
2025-06-30	$19,339,500	150,000	+66.7%	Shares	Sole	2025-08-12
2025-03-31	$11,508,300	90,000	-43.8%	Shares	Sole	2025-05-12
2024-12-31	$24,443,200	160,000	+60.0%	Shares	Sole	2025-02-10
2024-09-30	$17,892,000	100,000	0.0%	Shares	Sole	2024-11-12
2024-06-30	$16,311,000	100,000	0.0%	Shares	Sole	2024-08-09
2024-03-31	$17,477,000	100,000	+100.0%	Shares	Sole	2024-05-10
2023-12-31	$8,420,500	50,000	0.0%	Shares	Sole	2024-02-12
2023-09-30	$7,172,000	50,000	-65.3%	Shares	Sole	2023-11-09
2023-06-30	$26,510,400	144,000	-10.0%	Shares	Sole	2023-08-10
2023-03-31	$25,454,400	160,000	-5.8%	Shares	Sole	2023-05-11
2022-12-31	$23,084,313	169,900	+13.3%	Shares	Sole	2023-02-10
2022-09-30	$17,335,935	149,900	0.0%	Shares	Sole	2022-11-10
2022-06-30	$18,178,373	149,900	-16.7%	Shares	Sole	2022-08-11
2022-03-31	$25,597,971	179,900	-0.1%	Shares	Sole	2022-05-11
2021-12-31	$31,739,400	180,000	-5.3%	Shares	Sole	2022-02-10
2021-09-30	$29,355,000	190,000	0.0%	Shares	Sole	2021-11-12
2021-06-30	$25,604,400	190,000	0.0%	Shares	Sole	2021-08-10
2021-03-31	$25,059,100	190,000	0.0%	Shares	Sole	2021-05-12
2020-12-31	$22,461,800	190,000	-13.6%	Shares	Sole	2021-02-11
2020-09-30	$23,174,800	220,000	+22.2%	Shares	Sole	2020-11-12
2020-06-30	$19,218,600	180,000	-5.3%	Shares	Sole	2020-08-12
2020-03-31	$15,177,200	190,000	—	Shares	Sole	2020-05-12
No filing history on record for this holder in this stock.