Telemark Asset Management’s American Superconductor AMSC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$24.9M	Hold	600,000	–	–	1.8%	20
2026 Q1	$20.3M	Sell	600,000 -19,900	-3%	-$628K	1.88%	20
2025 Q4	$17.8M	Sell	619,900 -70,100	-10%	-$3.03M	1.78%	16
2025 Q3	$41M	Hold	690,000	–	–	3.89%	7
2025 Q2	$25.3M	Buy	690,000 +90,000	+15%	+$2.21M	2.3%	14
2025 Q1	$10.9M	Hold	600,000	–	–	1.42%	26
2024 Q4	$14.8M	Hold	600,000	–	–	1.47%	21
2024 Q3	$14.2M	Hold	600,000	–	–	1.43%	25
2024 Q2	$14M	Buy	600,000 +200,000	+50%	+$3.3M	1.22%	32
2024 Q1	$5.4M	Buy	+400,000	New	+$4.96M	0.56%	49
2021 Q2	–	Sell	-460,000	Closed	-$8.72M	–	69
2021 Q1	$8.72M	Sell	460,000 -10,000	-2%	-$247K	0.74%	53
2020 Q4	$11M	Buy	470,000 +125,000	+36%	+$2.22M	1.14%	36
2020 Q3	$5M	Hold	345,000	–	–	0.6%	50
2020 Q2	$2.81M	Hold	345,000	–	–	0.44%	52
2020 Q1	$1.89M	Buy	345,000 +75,000	+28%	+$514K	0.45%	43
2019 Q4	$2.12M	Sell	270,000 -180,000	-40%	-$1.45M	0.31%	48
2019 Q3	$3.53M	Sell	450,000 -50,000	-10%	-$425K	0.55%	35
2019 Q2	$4.64M	Sell	500,000 -294,044	-37%	-$3.13M	0.53%	37
2019 Q1	$10.2M	Buy	794,044 +250,000	+46%	+$3.4M	1.29%	24
2018 Q4	$6.07M	Hold	544,044	–	–	1.25%	22
2018 Q3	$3.78M	Hold	544,044	–	–	0.47%	37
2018 Q2	$3.81M	Hold	544,044	–	–	0.48%	48
2018 Q1	$3.17M	Hold	544,044	–	–	0.46%	49
2017 Q4	$1.98M	Hold	544,044	–	–	0.39%	35
2017 Q3	$2.47M	Hold	544,044	–	–	0.51%	41
2017 Q2	$2.51M	Buy	+544,044	New	+$2.76M	0.54%	38

Other funds holding AMSC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

OAM

Oberweis Asset Management Lisle, Illinois $4.84B AUM 160.95% 1-Year Est. Return

Telemark Asset Management's AMSC Position: Q2 2026 in Review

Telemark Asset Management held its American Superconductor (AMSC) position steady in Q2 2026 at 600,000 shares worth $24.9M. The position accounts for 1.8% of the portfolio, ranked #20.

Telemark Asset Management first reported a position in AMSC in Q2 2017 and has held it in 26 quarters since. The position peaked at $41M in Q3 2025. 279 funds tracked by Wall St. Rank hold AMSC as of Q2 2026.

Telemark Asset Management held 600,000 shares of American Superconductor worth $24.9M as of Q2 2026.
Telemark Asset Management left its American Superconductor share count unchanged in Q2 2026.
American Superconductor made up 1.8% of Telemark Asset Management's portfolio in Q2 2026, its #20 holding.
Telemark Asset Management first reported a position in American Superconductor in Q2 2017 and has held it in 26 quarters since.
Telemark Asset Management's American Superconductor position peaked at $41M in Q3 2025.
279 funds tracked by Wall St. Rank held American Superconductor as of Q2 2026.

Based on Telemark Asset Management's 13F filing for Q2 2026, filed 10 Aug 2026.