Telemark Asset Management’s NexGen Energy NXE Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$4.7M	Hold	500,000	–	–	0.34%	55
2026 Q1	$5.8M	Buy	+500,000	New	+$5.97M	0.54%	50
2025 Q1	–	Sell	-1,800,000	Closed	-$11.9M	–	57
2024 Q4	$11.9M	Sell	1,800,000 -200,000	-10%	-$1.51M	1.18%	31
2024 Q3	$13.1M	Hold	2,000,000	–	–	1.32%	27
2024 Q2	$14M	Buy	2,000,000 +500,000	+33%	+$3.83M	1.22%	33
2024 Q1	$11.7M	Buy	+1,500,000	New	+$11.1M	1.2%	30
2023 Q2	–	Sell	-750,000	Closed	-$2.87M	–	54
2023 Q1	$2.87M	Buy	+750,000	New	+$3.23M	0.43%	41

Other funds holding NXE

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

L1 Capital Melbourne VIC 3000, Australia $2.97B AUM 43.46% 1-Year Est. Return

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Hancock Prospecting West Perth, Australia $5.71B AUM 63.42% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $44.4B AUM 36.05% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

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

Telemark Asset Management held its NexGen Energy (NXE) position steady in Q2 2026 at 500,000 shares worth $4.7M. The position accounts for 0.34% of the portfolio, ranked #55.

Telemark Asset Management first reported a position in NXE in Q1 2023 and has held it in 7 quarters since. The position peaked at $14M in Q2 2024. 275 funds tracked by Wall St. Rank hold NXE as of Q2 2026.

Telemark Asset Management held 500,000 shares of NexGen Energy worth $4.7M as of Q2 2026.
Telemark Asset Management left its NexGen Energy share count unchanged in Q2 2026.
NexGen Energy made up 0.34% of Telemark Asset Management's portfolio in Q2 2026, its #55 holding.
Telemark Asset Management first reported a position in NexGen Energy in Q1 2023 and has held it in 7 quarters since.
Telemark Asset Management's NexGen Energy position peaked at $14M in Q2 2024.
275 funds tracked by Wall St. Rank held NexGen Energy as of Q2 2026.

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