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 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 $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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Telemark Asset Management held its Garmin (GRMN) position steady in Q1 2026 at 50,000 shares worth $11.6M. The position accounts for 1.07% of the portfolio, ranked #34.

Telemark Asset Management first reported a position in GRMN in Q2 2023 and has held it in 12 quarters since. The position peaked at $27.8M in Q4 2024. 1,008 funds tracked by Wall St. Rank hold GRMN as of Q1 2026.

Telemark Asset Management held 50,000 shares of Garmin worth $11.6M as of Q1 2026.
Telemark Asset Management left its Garmin share count unchanged in Q1 2026.
Garmin made up 1.07% of Telemark Asset Management's portfolio in Q1 2026, its #34 holding.
Telemark Asset Management first reported a position in Garmin in Q2 2023 and has held it in 12 quarters since.
Telemark Asset Management's Garmin position peaked at $27.8M in Q4 2024.
1,008 funds tracked by Wall St. Rank held Garmin as of Q1 2026.

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