Telemark Asset Management’s Biodesix BDSX Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$11M	Hold	489,824	–	–	0.8%	41
2026 Q1	$7.1M	Buy	489,824 +162,000	+49%	+$2.01M	0.66%	46
2025 Q4	$2.23M	Sell	327,824 -86,300	-21%	-$636K	0.22%	56
2025 Q3	$3.13M	Sell	414,124 -1	-0%	-$8	0.3%	47
2025 Q2	$2.34M	Hold	414,125	–	–	0.21%	47
2025 Q1	$5.18M	Hold	414,125	–	–	0.68%	40
2024 Q4	$12.7M	Hold	414,125	–	–	1.26%	28
2024 Q3	$14.7M	Hold	414,125	–	–	1.49%	23
2024 Q2	$12.7M	Buy	414,125 +347,825	+525%	+$9.93M	1.1%	35
2024 Q1	$1.9M	Buy	66,300 +62,500	+1,645%	+$2.14M	0.2%	60
2023 Q4	$140K	Buy	+3,800	New	+$119K	0.02%	47

Other funds holding BDSX

ACM

AIGH Capital Management Baltimore, Maryland $1.59B AUM 855.46% 1-Year Est. Return

SCM

Soleus Capital Management Greenwich, Connecticut $2.9B AUM 169.69% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Birchview Capital Burlington, Vermont $214M AUM 185.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

EIM

Essex Investment Management Boston, Massachusetts $763M AUM 108.51% 1-Year Est. Return

Opaleye Management Boston, Massachusetts $1.1B AUM 197.64% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Perceptive Advisors New York $6.66B AUM 360.84% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

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

Telemark Asset Management held its Biodesix (BDSX) position steady in Q2 2026 at 489,824 shares worth $11M. The position accounts for 0.8% of the portfolio, ranked #41.

Telemark Asset Management first reported a position in BDSX in Q4 2023 and has held it in 11 quarters since. The position peaked at $14.7M in Q3 2024. 45 funds tracked by Wall St. Rank hold BDSX as of Q2 2026.

Telemark Asset Management held 489,824 shares of Biodesix worth $11M as of Q2 2026.
Telemark Asset Management left its Biodesix share count unchanged in Q2 2026.
Biodesix made up 0.8% of Telemark Asset Management's portfolio in Q2 2026, its #41 holding.
Telemark Asset Management first reported a position in Biodesix in Q4 2023 and has held it in 11 quarters since.
Telemark Asset Management's Biodesix position peaked at $14.7M in Q3 2024.
45 funds tracked by Wall St. Rank held Biodesix as of Q2 2026.

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