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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

OAM

Oberweis Asset Management Lisle, Illinois $3.39B AUM 105.5% 1-Year Est. Return

AIC

AWM Investment Company New York $903M AUM 163.47% 1-Year Est. Return

Telemark Asset Management's AMSC Position: Q1 2026 in Review

Telemark Asset Management reduced its American Superconductor (AMSC) stake by 3.2% in Q1 2026, selling an estimated $628K and leaving 600,000 shares worth $20.3M. The position accounts for 1.88% of the portfolio, ranked #20.

Telemark Asset Management first reported a position in AMSC in Q2 2017 and has held it in 25 quarters since. The position peaked at $41M in Q3 2025. 244 funds tracked by Wall St. Rank hold AMSC as of Q1 2026.

Telemark Asset Management held 600,000 shares of American Superconductor worth $20.3M as of Q1 2026.
Telemark Asset Management sold 19,900 American Superconductor shares in Q1 2026, an estimated $628K.
American Superconductor made up 1.88% of Telemark Asset Management's portfolio in Q1 2026, its #20 holding.
Telemark Asset Management first reported a position in American Superconductor in Q2 2017 and has held it in 25 quarters since.
Telemark Asset Management's American Superconductor position peaked at $41M in Q3 2025.
244 funds tracked by Wall St. Rank held American Superconductor as of Q1 2026.

Based on Telemark Asset Management's 13F filing for Q1 2026, filed 12 May 2026.