Telemark Asset Management’s Altus Power AMPS Stock Holding History

Telemark Asset Management’s Portfolio AMPS Stock Details AMPS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-910,000	Closed	-$3.7M	–	63
2024 Q4	$3.7M	Sell	910,000 -50,000	-5%	-$183K	0.37%	53
2024 Q3	$3.05M	Sell	960,000 -240,000	-20%	-$855K	0.31%	53
2024 Q2	$4.7M	Hold	1,200,000	–	–	0.41%	54
2024 Q1	$5.74M	Hold	1,200,000	–	–	0.59%	47
2023 Q4	$8.2M	Buy	1,200,000 +100,000	+9%	+$541K	1.22%	31
2023 Q3	$5.78M	Buy	1,100,000 +60,000	+6%	+$367K	0.88%	37
2023 Q2	$5.62M	Sell	1,040,000 -250,000	-19%	-$1.23M	0.76%	36
2023 Q1	$7.07M	Sell	1,290,000 -360,000	-22%	-$2.53M	1.05%	31
2022 Q4	$10.8M	Sell	1,650,000 -200,000	-11%	-$1.63M	1.63%	22
2022 Q3	$20.4M	Buy	1,850,000 +150,000	+9%	+$1.43M	3.2%	12
2022 Q2	$10.7M	Sell	1,700,000 -100,000	-6%	-$668K	1.81%	25
2022 Q1	$13.4M	Sell	1,800,000 -200,000	-10%	-$1.57M	1.18%	35
2021 Q4	$20.9M	Buy	+2,000,000	New	+$20.2M	1.49%	31

Other funds holding AMPS

Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

GCL

Glazer Capital LLC New York $4.71B AUM 81.93% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

PAMP

Polar Asset Management Partners Toronto, Ontario, Canada $5.01B AUM 35.27% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

LMGAM

Liberty Mutual Group Asset Management Boston, Massachusetts $1.25B AUM 45.27% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Telemark Asset Management's AMPS Position: Q1 2025 in Review

Telemark Asset Management sold out of Altus Power (AMPS) in Q1 2025, closing a stake of 910,000 shares — an estimated $3.7M sold.

Telemark Asset Management first reported a position in AMPS in Q4 2021 and held it in 13 quarters. The position peaked at $20.9M in Q4 2021. 156 funds tracked by Wall St. Rank hold AMPS as of Q1 2025.

Telemark Asset Management reported no remaining Altus Power position as of Q1 2025 after selling out during the quarter.
Telemark Asset Management sold 910,000 Altus Power shares in Q1 2025, an estimated $3.7M.
Telemark Asset Management first reported a position in Altus Power in Q4 2021 and held it in 13 quarters.
Telemark Asset Management's Altus Power position peaked at $20.9M in Q4 2021.
156 funds tracked by Wall St. Rank held Altus Power as of Q1 2025.

Based on Telemark Asset Management's 13F filing for Q1 2025, filed 12 May 2025.