TAM
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Telemark Asset Management’s Aspen Aerogels ASPN Stock Holding History

Telemark Asset Management’s Portfolio ASPN Stock Details ASPN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$3.42M Hold
1,000,000
– – 0.32% 53
2025
Q4 		$2.83M Sell
1,000,000
-792,424
-44% -$4.09M 0.28% 54
2025
Q3 		$12.5M Hold
1,792,424
– – 1.18% 31
2025
Q2 		$10.6M Sell
1,792,424
-100,000
-5% -$575K 0.96% 34
2025
Q1 		$12.1M Hold
1,892,424
– – 1.58% 22
2024
Q4 		$22.5M Buy
1,892,424
+400,000
+27% +$6.82M 2.24% 14
2024
Q3 		$41.3M Hold
1,492,424
– – 4.17% 4
2024
Q2 		$35.6M Hold
1,492,424
– – 3.1% 6
2024
Q1 		$26.3M Hold
1,492,424
– – 2.71% 8
2023
Q4 		$23.6M Buy
1,492,424
+242,424
+19% +$2.5M 3.51% 7
2023
Q3 		$10.8M Sell
1,250,000
-305,000
-20% -$2.17M 1.63% 22
2023
Q2 		$12.3M Sell
1,555,000
-135,000
-8% -$939K 1.66% 22
2023
Q1 		$12.6M Sell
1,690,000
-280,000
-14% -$2.78M 1.87% 21
2022
Q4 		$23.2M Sell
1,970,000
-30,000
-2% -$343K 3.52% 10
2022
Q3 		$18.4M Hold
2,000,000
– – 2.89% 13
2022
Q2 		$19.8M Buy
2,000,000
+180,000
+10% +$3.63M 3.34% 11
2022
Q1 		$62.8M Sell
1,820,000
-20,000
-1% -$649K 5.54% 2
2021
Q4 		$91.6M Sell
1,840,000
-150,000
-8% -$7.9M 6.55% 2
2021
Q3 		$91.6M Sell
1,990,000
-35,000
-2% -$1.39M 6.63% 3
2021
Q2 		$60.6M Hold
2,025,000
– – 4.84% 3
2021
Q1 		$41.2M Sell
2,025,000
-225,000
-10% -$4.75M 3.49% 3
2020
Q4 		$37.6M Buy
2,250,000
+229,498
+11% +$3.02M 3.89% 3
2020
Q3 		$22.1M Buy
2,020,502
+45,191
+2% +$357K 2.67% 11
2020
Q2 		$13M Hold
1,975,311
– – 2.06% 16
2020
Q1 		$12.1M Buy
1,975,311
+250,000
+14% +$2.03M 2.89% 8
2019
Q4 		$13.4M Buy
1,725,311
+175,000
+11% +$1.21M 1.94% 17
2019
Q3 		$9.18M Buy
1,550,311
+35,811
+2% +$228K 1.44% 25
2019
Q2 		$10.8M Hold
1,514,500
– – 1.24% 29
2019
Q1 		$3.86M Buy
1,514,500
+342,000
+29% +$1.02M 0.49% 36
2018
Q4 		$2.5M Buy
1,172,500
+131,000
+13% +$444K 0.51% 24
2018
Q3 		$4.76M Hold
1,041,500
– – 0.59% 36
2018
Q2 		$5.1M Hold
1,041,500
– – 0.64% 45
2018
Q1 		$4.45M Buy
1,041,500
+335,000
+47% +$1.58M 0.65% 45
2017
Q4 		$3.45M Hold
706,500
– – 0.68% 33
2017
Q3 		$3.07M Sell
706,500
-5,000
-0.7% -$21.9K 0.63% 40
2017
Q2 		$3.17M Hold
711,500
– – 0.68% 37
2017
Q1 		$2.95M Buy
711,500
+100,000
+16% +$426K 0.7% 38
2016
Q4 		$2.52M Buy
+611,500
New +$2.98M 0.55% 42

Other funds holding ASPN

KL
KIM LLC Wichita, Kansas $976M AUM 0.91% 1-Year Est. Return
OCMI
Oaktop Capital Management II Chatham, New Jersey $1.34B AUM 114.5% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
NIM
Needham Investment Management New York $1.96B AUM 101.23% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
GKFF
George Kaiser Family Foundation Tulsa, Oklahoma $883M AUM 21.04% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
GS
Gagnon Securities New York $433M AUM 29.08% 1-Year Est. Return
RHJA
Rice Hall James & Associates San Diego, California $1.8B AUM 36.16% 1-Year Est. Return

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

Telemark Asset Management held its Aspen Aerogels (ASPN) position steady in Q1 2026 at 1,000,000 shares worth $3.42M. The position accounts for 0.32% of the portfolio, ranked #53.

Telemark Asset Management first reported a position in ASPN in Q4 2016 and has held it in 38 quarters since. The position peaked at $91.6M in Q4 2021. 166 funds tracked by Wall St. Rank hold ASPN as of Q1 2026.

  • Telemark Asset Management held 1,000,000 shares of Aspen Aerogels worth $3.42M as of Q1 2026.
  • Telemark Asset Management left its Aspen Aerogels share count unchanged in Q1 2026.
  • Aspen Aerogels made up 0.32% of Telemark Asset Management's portfolio in Q1 2026, its #53 holding.
  • Telemark Asset Management first reported a position in Aspen Aerogels in Q4 2016 and has held it in 38 quarters since.
  • Telemark Asset Management's Aspen Aerogels position peaked at $91.6M in Q4 2021.
  • 166 funds tracked by Wall St. Rank held Aspen Aerogels as of Q1 2026.

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