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 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 $73.7B AUM 53.56% 1-Year Est. Return

L1 Capital Melbourne VIC 3000, Australia $2.55B AUM 80.12% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Hancock Prospecting West Perth, Australia $3.33B AUM 65.96% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

VFT

Vanguard Fiduciary Trust Malvern, Pennsylvania $396B AUM

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

Telemark Asset Management opened a new position in NexGen Energy (NXE) in Q1 2026: 500,000 shares worth $5.8M. The stake represents 0.54% of the portfolio and ranks #50 among its holdings. This is a return to the name: Telemark Asset Management previously reported a position in NXE as recently as Q4 2024.

Telemark Asset Management first reported a position in NXE in Q1 2023 and has held it in 6 quarters since. The position peaked at $14M in Q2 2024. 283 funds tracked by Wall St. Rank hold NXE as of Q1 2026.

Telemark Asset Management held 500,000 shares of NexGen Energy worth $5.8M as of Q1 2026.
NexGen Energy was a new Telemark Asset Management position in Q1 2026.
NexGen Energy made up 0.54% of Telemark Asset Management's portfolio in Q1 2026, its #50 holding.
Telemark Asset Management first reported a position in NexGen Energy in Q1 2023 and has held it in 6 quarters since.
Telemark Asset Management's NexGen Energy position peaked at $14M in Q2 2024.
283 funds tracked by Wall St. Rank held NexGen Energy as of Q1 2026.

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