Position in NXE
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$4,695,000
-$1,105,000 QoQ
Shares Held
500,000
0.0% QoQ
Ownership
0.075%
of shares outstanding
% of Portfolio
0.34%
of 13F equity value
Holder Rank
#73
of 275 holders
Holding Since
Mar 2023
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in NXE Over Time
Shares Held
Position Value (USD)
Position in Uranium
Energy · as of Jun 30, 2026Telemark Asset Management, LLC holds $96,369,000 across 2 Uranium names. NXE ranks #2 (4.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CCJ |
Cameco Corp
|
900,000 | $91,674,000 | |
| 2 | NXE |
NexGen Energy Ltd.
This page
|
500,000 | $4,695,000 |
All Filings in NXE
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,695,000 | 500,000 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $5,800,000 | 500,000 | Shares | Sole | 2026-05-12 | |
| 2024-12-31 | $11,880,000 | 1,800,000 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $13,060,000 | 2,000,000 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $13,960,000 | 2,000,000 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $11,655,000 | 1,500,000 | Shares | Sole | 2024-05-10 | |
| 2023-03-31 | $2,872,500 | 750,000 | Shares | Sole | 2023-05-11 | |
| No filing history on record for this holder in this stock. | ||||||