Telemark Asset Management’s Baker Hughes BKR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$24.4M	Buy	+400,000	New	+$23.1M	2.26%	15
2020 Q1	–	Sell	-900,000	Closed	-$23.1M	–	48
2019 Q4	$23.1M	Sell	900,000 -400,000	-31%	-$9.1M	3.34%	7
2019 Q3	$30.2M	Buy	1,300,000 +100,000	+8%	+$2.34M	4.72%	6
2019 Q2	$29.6M	Buy	1,200,000 +200,000	+20%	+$4.82M	3.39%	8
2019 Q1	$27.7M	Buy	+1,000,000	New	+$25.3M	3.5%	9

Other funds holding BKR

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

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

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

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

Telemark Asset Management opened a new position in Baker Hughes (BKR) in Q1 2026: 400,000 shares worth $24.4M. The stake represents 2.26% of the portfolio and ranks #15 among its holdings. This is a return to the name: Telemark Asset Management previously reported a position in BKR as recently as Q4 2019.

Telemark Asset Management first reported a position in BKR in Q1 2019 and has held it in 5 quarters since. The position peaked at $30.2M in Q3 2019. 1,149 funds tracked by Wall St. Rank hold BKR as of Q1 2026.

Telemark Asset Management held 400,000 shares of Baker Hughes worth $24.4M as of Q1 2026.
Baker Hughes was a new Telemark Asset Management position in Q1 2026.
Baker Hughes made up 2.26% of Telemark Asset Management's portfolio in Q1 2026, its #15 holding.
Telemark Asset Management first reported a position in Baker Hughes in Q1 2019 and has held it in 5 quarters since.
Telemark Asset Management's Baker Hughes position peaked at $30.2M in Q3 2019.
1,149 funds tracked by Wall St. Rank held Baker Hughes as of Q1 2026.

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