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Telemark Asset Management’s Lightpath Technologies LPTH Stock Holding History

Telemark Asset Management’s Portfolio LPTH Stock Details LPTH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$3.86M Hold
385,000
– – 0.36% 51
2025
Q4 		$4.16M Buy
+385,000
New +$3.12M 0.42% 51

Other funds holding LPTH

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Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
HRCM
Hood River Capital Management Palm Beach Gardens, Florida $9.98B AUM 145.42% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return
AIC
AWM Investment Company New York $903M AUM 163.47% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PCM
Portolan Capital Management Boston, Massachusetts $1.88B AUM 115.74% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Tudor Investment Corp
Tudor Investment Corp Stamford, Connecticut $53.9B AUM 29.12% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

Telemark Asset Management held its Lightpath Technologies (LPTH) position steady in Q1 2026 at 385,000 shares worth $3.86M. The position accounts for 0.36% of the portfolio, ranked #51.

Telemark Asset Management first reported a position in LPTH in Q4 2025 and has held it in 2 quarters since. The position peaked at $4.16M in Q4 2025. 134 funds tracked by Wall St. Rank hold LPTH as of Q1 2026.

  • Telemark Asset Management held 385,000 shares of Lightpath Technologies worth $3.86M as of Q1 2026.
  • Telemark Asset Management left its Lightpath Technologies share count unchanged in Q1 2026.
  • Lightpath Technologies made up 0.36% of Telemark Asset Management's portfolio in Q1 2026, its #51 holding.
  • Telemark Asset Management first reported a position in Lightpath Technologies in Q4 2025 and has held it in 2 quarters since.
  • Telemark Asset Management's Lightpath Technologies position peaked at $4.16M in Q4 2025.
  • 134 funds tracked by Wall St. Rank held Lightpath Technologies as of Q1 2026.

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