Telemark Asset Management’s Cameco CCJ Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$91.7M	Hold	900,000	–	–	6.62%	2
2026 Q1	$97.7M	Sell	900,000 -100,000	-10%	-$11.4M	9.04%	2
2025 Q4	$91.5M	Hold	1,000,000	–	–	9.14%	2
2025 Q3	$83.9M	Hold	1,000,000	–	–	7.96%	2
2025 Q2	$74.2M	Hold	1,000,000	–	–	6.73%	3
2025 Q1	$41.2M	Sell	1,000,000 -300,000	-23%	-$14.1M	5.39%	2
2024 Q4	$66.8M	Hold	1,300,000	–	–	6.66%	2
2024 Q3	$62.1M	Buy	1,300,000 +100,000	+8%	+$4.36M	6.27%	2
2024 Q2	$59M	Hold	1,200,000	–	–	5.14%	2
2024 Q1	$52M	Hold	1,200,000	–	–	5.37%	2
2023 Q4	$51.7M	Hold	1,200,000	–	–	7.7%	2
2023 Q3	$47.6M	Hold	1,200,000	–	–	7.22%	2
2023 Q2	$37.6M	Buy	1,200,000 +50,000	+4%	+$1.41M	5.1%	4
2023 Q1	$30.1M	Buy	1,150,000 +350,000	+44%	+$9.25M	4.47%	6
2022 Q4	$18.1M	Buy	800,000 +500,000	+167%	+$11.8M	2.75%	14
2022 Q3	$7.95M	Buy	+300,000	New	+$7.68M	1.25%	29
2014 Q2	–	Sell	-250,000	Closed	-$5.72M	–	46
2014 Q1	$5.72M	Buy	+250,000	New	+$5.57M	1.44%	31

Other funds holding CCJ

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Telemark Asset Management held its Cameco (CCJ) position steady in Q2 2026 at 900,000 shares worth $91.7M. The position accounts for 6.62% of the portfolio, ranked #2.

Telemark Asset Management first reported a position in CCJ in Q1 2014 and has held it in 17 quarters since. The position peaked at $97.7M in Q1 2026. 1,036 funds tracked by Wall St. Rank hold CCJ as of Q2 2026.

Telemark Asset Management held 900,000 shares of Cameco worth $91.7M as of Q2 2026.
Telemark Asset Management left its Cameco share count unchanged in Q2 2026.
Cameco made up 6.62% of Telemark Asset Management's portfolio in Q2 2026, its #2 holding.
Telemark Asset Management first reported a position in Cameco in Q1 2014 and has held it in 17 quarters since.
Telemark Asset Management's Cameco position peaked at $97.7M in Q1 2026.
1,036 funds tracked by Wall St. Rank held Cameco as of Q2 2026.

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