Telemark Asset Management’s RxSight RXST Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-100,000	Closed	-$2.52M	–	55
2025 Q1	$2.52M	Sell	100,000 -221,000	-69%	-$6.57M	0.33%	44
2024 Q4	$11M	Buy	321,000 +20,000	+7%	+$902K	1.1%	34
2024 Q3	$14.9M	Hold	301,000	–	–	1.5%	22
2024 Q2	$18.1M	Buy	301,000 +101,000	+51%	+$5.77M	1.58%	22
2024 Q1	$10.3M	Hold	200,000	–	–	1.07%	32
2023 Q4	$8.06M	Buy	+200,000	New	+$5.87M	1.2%	33

Other funds holding RXST

RCM

RA Capital Management Boston, Massachusetts $9.44B AUM 157.3% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

NSGL

No Street GP LP San Francisco, California $1.5B AUM 34.53% 1-Year Est. Return

BCM

Brown Capital Management Baltimore, Maryland $704M AUM 6.25% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

Telemark Asset Management's RXST Position: Q2 2025 in Review

Telemark Asset Management sold out of RxSight (RXST) in Q2 2025, closing a stake of 100,000 shares — an estimated $2.52M sold.

Telemark Asset Management first reported a position in RXST in Q4 2023 and held it in 6 quarters. The position peaked at $18.1M in Q2 2024. 174 funds tracked by Wall St. Rank hold RXST as of Q2 2025.

Telemark Asset Management reported no remaining RxSight position as of Q2 2025 after selling out during the quarter.
Telemark Asset Management sold 100,000 RxSight shares in Q2 2025, an estimated $2.52M.
Telemark Asset Management first reported a position in RxSight in Q4 2023 and held it in 6 quarters.
Telemark Asset Management's RxSight position peaked at $18.1M in Q2 2024.
174 funds tracked by Wall St. Rank held RxSight as of Q2 2025.

Based on Telemark Asset Management's 13F filing for Q2 2025, filed 12 Aug 2025.