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 Q2	$22.2M	Hold	400,000	–	–	1.6%	22
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 $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

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

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

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

Telemark Asset Management held its Baker Hughes (BKR) position steady in Q2 2026 at 400,000 shares worth $22.2M. The position accounts for 1.6% of the portfolio, ranked #22.

Telemark Asset Management first reported a position in BKR in Q1 2019 and has held it in 6 quarters since. The position peaked at $30.2M in Q3 2019. 1,149 funds tracked by Wall St. Rank hold BKR as of Q2 2026.

Telemark Asset Management held 400,000 shares of Baker Hughes worth $22.2M as of Q2 2026.
Telemark Asset Management left its Baker Hughes share count unchanged in Q2 2026.
Baker Hughes made up 1.6% of Telemark Asset Management's portfolio in Q2 2026, its #22 holding.
Telemark Asset Management first reported a position in Baker Hughes in Q1 2019 and has held it in 6 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 Q2 2026.

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