Telemark Asset Management, LLC

Position in TER — Teradyne, Inc

CIK 1420816 BOSTON, MA

Position in TER

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

Position Value

$36,288,000

+$15,535,800 QoQ

Shares Held

75,000

+7.1% QoQ

Ownership

0.048%

of shares outstanding

% of Portfolio

2.62%

of 13F equity value

Holder Rank

#177

of 1,417 holders

Holding Since

Mar 2020

17 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

Telemark Asset Management, LLC holds $95,205,599 across 4 Semiconductor Equipment & Materials names. TER ranks #1 (38.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TER	Teradyne, Inc This page	75,000	$36,288,000
2	AMAT	Applied Materials Inc /De	30,000	$21,690,000
3	ASML	Asml Holding NV	10,000	$19,894,399
4	LRCX	Lam Research Corp	40,000	$17,333,200

17 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$36,288,000	75,000	+7.1%	Shares	Sole	2026-08-10
2026-03-31	$20,752,200	70,000	0.0%	Shares	Sole	2026-05-12
2025-12-31	$13,549,200	70,000	0.0%	Shares	Sole	2026-02-11
2025-09-30	$9,634,800	70,000	+16.7%	Shares	Sole	2025-11-10
2024-06-30	$8,897,400	60,000	+20.0%	Shares	Sole	2024-08-09
2023-06-30	$5,566,500	50,000	-44.4%	Shares	Sole	2023-08-10
2023-03-31	$9,675,900	90,000	+800.0%	Shares	Sole	2023-05-11
2022-06-30	$895,500	10,000	-95.0%	Shares	Sole	2022-08-11
2022-03-31	$23,646,000	200,000	0.0%	Shares	Sole	2022-05-11
2021-12-31	$32,706,000	200,000	+11.1%	Shares	Sole	2022-02-10
2021-09-30	$19,650,600	180,000	0.0%	Shares	Sole	2021-11-12
2021-06-30	$24,112,800	180,000	0.0%	Shares	Sole	2021-08-10
2021-03-31	$21,902,400	180,000	-28.0%	Shares	Sole	2021-05-12
2020-12-31	$29,972,500	250,000	-16.7%	Shares	Sole	2021-02-11
2020-09-30	$23,838,000	300,000	0.0%	Shares	Sole	2020-11-12
2020-06-30	$25,353,000	300,000	0.0%	Shares	Sole	2020-08-12
2020-03-31	$16,251,000	300,000	—	Shares	Sole	2020-05-12
No filing history on record for this holder in this stock.