TAM
DOCN icon

Telemark Asset Management’s DigitalOcean DOCN Stock Holding History

Telemark Asset Management’s Portfolio DOCN Stock Details DOCN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$31.4M Hold
200,000
– – 2.27% 14
2026
Q1 		$17.2M Hold
200,000
– – 1.59% 24
2025
Q4 		$9.62M Buy
+200,000
New +$8.81M 0.96% 39

Other funds holding DOCN

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
HRCM
Hood River Capital Management Palm Beach Gardens, Florida $13.8B AUM 163.97% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

Telemark Asset Management held its DigitalOcean (DOCN) position steady in Q2 2026 at 200,000 shares worth $31.4M. The position accounts for 2.27% of the portfolio, ranked #14.

Telemark Asset Management first reported a position in DOCN in Q4 2025 and has held it in 3 quarters since. 568 funds tracked by Wall St. Rank hold DOCN as of Q2 2026.

  • Telemark Asset Management held 200,000 shares of DigitalOcean worth $31.4M as of Q2 2026.
  • Telemark Asset Management left its DigitalOcean share count unchanged in Q2 2026.
  • DigitalOcean made up 2.27% of Telemark Asset Management's portfolio in Q2 2026, its #14 holding.
  • Telemark Asset Management first reported a position in DigitalOcean in Q4 2025 and has held it in 3 quarters since.
  • 568 funds tracked by Wall St. Rank held DigitalOcean as of Q2 2026.

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