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Telemark Asset Management’s First Solar FSLR Stock Holding History

Telemark Asset Management’s Portfolio FSLR Stock Details FSLR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-50,000
Closed -$13.1M – 58
2025
Q4 		$13.1M Buy
+50,000
New +$12.6M 1.3% 28
2024
Q4 		– Sell
-60,000
Closed -$15M – 61
2024
Q3 		$15M Hold
60,000
– – 1.51% 21
2024
Q2 		$13.5M Buy
+60,000
New +$13.1M 1.18% 34
2021
Q1 		– Sell
-230,000
Closed -$22.8M – 69
2020
Q4 		$22.8M Buy
+230,000
New +$19.9M 2.36% 12

Other funds holding FSLR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
HCC
Hill City Capital Boston, Massachusetts $2.8B AUM 79.27% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Telemark Asset Management sold out of First Solar (FSLR) in Q1 2026, closing a stake of 50,000 shares — an estimated $13.1M sold.

Telemark Asset Management first reported a position in FSLR in Q4 2020 and held it in 4 quarters. The position peaked at $22.8M in Q4 2020. 966 funds tracked by Wall St. Rank hold FSLR as of Q1 2026.

  • Telemark Asset Management reported no remaining First Solar position as of Q1 2026 after selling out during the quarter.
  • Telemark Asset Management sold 50,000 First Solar shares in Q1 2026, an estimated $13.1M.
  • Telemark Asset Management first reported a position in First Solar in Q4 2020 and held it in 4 quarters.
  • Telemark Asset Management's First Solar position peaked at $22.8M in Q4 2020.
  • 966 funds tracked by Wall St. Rank held First Solar as of Q1 2026.

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