Telemark Asset Management’s Garmin GRMN Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$17.8M	Buy	75,000 +25,000	+50%	+$6.08M	1.29%	31
2026 Q1	$11.6M	Hold	50,000	–	–	1.07%	34
2025 Q4	$10.1M	Sell	50,000 -50,000	-50%	-$10.9M	1.01%	38
2025 Q3	$24.6M	Hold	100,000	–	–	2.34%	14
2025 Q2	$20.9M	Sell	100,000 -20,000	-17%	-$3.97M	1.89%	18
2025 Q1	$26.1M	Sell	120,000 -15,000	-11%	-$3.24M	3.41%	9
2024 Q4	$27.8M	Hold	135,000	–	–	2.78%	9
2024 Q3	$23.8M	Buy	135,000 +15,000	+13%	+$2.59M	2.4%	12
2024 Q2	$19.6M	Hold	120,000	–	–	1.7%	17
2024 Q1	$17.9M	Hold	120,000	–	–	1.85%	19
2023 Q4	$15.4M	Hold	120,000	–	–	2.3%	15
2023 Q3	$12.6M	Buy	120,000 +20,000	+20%	+$2.1M	1.92%	19
2023 Q2	$10.4M	Buy	+100,000	New	+$10.2M	1.41%	24

Other funds holding GRMN

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

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

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

Norges Bank Oslo, Norway $1T AUM

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

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

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

Telemark Asset Management increased its Garmin (GRMN) stake by 50% in Q2 2026, buying an estimated $6.08M and bringing the position to 75,000 shares worth $17.8M. The position accounts for 1.29% of the portfolio, ranked #31.

Telemark Asset Management first reported a position in GRMN in Q2 2023 and has held it in 13 quarters since. The position peaked at $27.8M in Q4 2024. 1,009 funds tracked by Wall St. Rank hold GRMN as of Q2 2026.

Telemark Asset Management held 75,000 shares of Garmin worth $17.8M as of Q2 2026.
Telemark Asset Management bought 25,000 Garmin shares in Q2 2026, an estimated $6.08M.
Garmin made up 1.29% of Telemark Asset Management's portfolio in Q2 2026, its #31 holding.
Telemark Asset Management first reported a position in Garmin in Q2 2023 and has held it in 13 quarters since.
Telemark Asset Management's Garmin position peaked at $27.8M in Q4 2024.
1,009 funds tracked by Wall St. Rank held Garmin as of Q2 2026.

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