Telemark Asset Management, LLC

Position in SLB — Slb Limited/Nv

CIK 1420816 BOSTON, MA

Position in SLB

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

Position Value

$30,834,000

+$1,684,000 QoQ

Shares Held

600,000

+20.0% QoQ

Ownership

0.040%

of shares outstanding

% of Portfolio

2.92%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Jun 2021

7 quarters on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Energy · as of Mar 31, 2026

Telemark Asset Management, LLC holds $102,042,000 across 3 Oil & Gas Equipment & Services names. SLB ranks #2 (30.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	HAL	Halliburton Co	1,200,000	$46,788,000
2	SLB	Slb Limited/Nv This page	600,000	$30,834,000
3	BKR	Baker Hughes Co	400,000	$24,420,000

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$30,834,000	600,000	+20.0%	Shares	Sole	2026-05-12
2023-09-30	$29,150,000	500,000	+100.0%	Shares	Sole	2023-11-09
2023-06-30	$12,280,000	250,000	-50.0%	Shares	Sole	2023-08-10
2023-03-31	$24,550,000	500,000	0.0%	Shares	Sole	2023-05-11
2022-12-31	$26,730,000	500,000	+42.9%	Shares	Sole	2023-02-10
2022-03-31	$14,458,500	350,000	-30.0%	Shares	Sole	2022-05-11
2021-06-30	$16,005,000	500,000	—	Shares	Sole	2021-08-10
No filing history on record for this holder in this stock.