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Equibles

Telemark Asset Management, LLC

Position in NOVT — Novanta Inc

CIK 1420816 BOSTON, MA
Back to NOVT Full portfolio

Position in NOVT

as of Jun 30, 2026 · filed Aug 10, 2026
Position Value
$68,952,000
+$24,660,750 QoQ
Shares Held
425,000
+13.3% QoQ
Ownership
1.12%
of shares outstanding
% of Portfolio
4.98%
of 13F equity value
Holder Rank
#33
of 401 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority Sole 100% Shared 0% None 0%

Common Shares in NOVT Over Time

Shares Held

Position Value (USD)

Position in Scientific & Technical Instruments

Technology · as of Jun 30, 2026

Telemark Asset Management, LLC holds $97,003,500 across 3 Scientific & Technical Instruments names. NOVT ranks #1 (71.1% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 NOVT
Novanta Inc
This page 		425,000 $68,952,000
2 GRMN
Garmin Ltd
 75,000 $17,815,500
3 TRMB
Trimble Inc.
 200,000 $10,236,000

All Filings in NOVT

Export CSV
26 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $68,952,000 425,000
2026-03-31 $44,291,250 375,000
2025-12-31 $44,621,250 375,000
2025-09-30 $25,037,500 250,000
2025-06-30 $19,339,500 150,000
2025-03-31 $11,508,300 90,000
2024-12-31 $24,443,200 160,000
2024-09-30 $17,892,000 100,000
2024-06-30 $16,311,000 100,000
2024-03-31 $17,477,000 100,000
2023-12-31 $8,420,500 50,000
2023-09-30 $7,172,000 50,000
2023-06-30 $26,510,400 144,000
2023-03-31 $25,454,400 160,000
2022-12-31 $23,084,313 169,900
2022-09-30 $17,335,935 149,900
2022-06-30 $18,178,373 149,900
2022-03-31 $25,597,971 179,900
2021-12-31 $31,739,400 180,000
2021-09-30 $29,355,000 190,000
2021-06-30 $25,604,400 190,000
2021-03-31 $25,059,100 190,000
2020-12-31 $22,461,800 190,000
2020-09-30 $23,174,800 220,000
2020-06-30 $19,218,600 180,000
2020-03-31 $15,177,200 190,000