Telemark Asset Management’s Teradyne TER Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$36.3M	Buy	75,000 +5,000	+7%	+$1.89M	2.62%	10
2026 Q1	$20.8M	Hold	70,000	–	–	1.92%	18
2025 Q4	$13.5M	Hold	70,000	–	–	1.35%	25
2025 Q3	$9.63M	Buy	+70,000	New	+$7.65M	0.91%	37
2024 Q3	–	Sell	-60,000	Closed	-$8.9M	–	70
2024 Q2	$8.9M	Buy	+60,000	New	+$7.62M	0.77%	47
2023 Q3	–	Sell	-50,000	Closed	-$5.57M	–	53
2023 Q2	$5.57M	Sell	50,000 -40,000	-44%	-$4.01M	0.76%	37
2023 Q1	$9.68M	Buy	+90,000	New	+$9.2M	1.44%	24
2022 Q3	–	Sell	-10,000	Closed	-$896K	–	42
2022 Q2	$896K	Sell	10,000 -190,000	-95%	-$19.8M	0.15%	39
2022 Q1	$23.6M	Hold	200,000	–	–	2.09%	18
2021 Q4	$32.7M	Buy	200,000 +20,000	+11%	+$2.81M	2.34%	10
2021 Q3	$19.7M	Hold	180,000	–	–	1.42%	25
2021 Q2	$24.1M	Hold	180,000	–	–	1.92%	17
2021 Q1	$21.9M	Sell	180,000 -70,000	-28%	-$8.79M	1.85%	18
2020 Q4	$30M	Sell	250,000 -50,000	-17%	-$5.11M	3.11%	5
2020 Q3	$23.8M	Hold	300,000	–	–	2.88%	7
2020 Q2	$25.4M	Hold	300,000	–	–	4.01%	4
2020 Q1	$16.3M	Sell	300,000 -150,000	-33%	-$9.52M	3.88%	4
2019 Q4	$30.7M	Sell	450,000 -100,000	-18%	-$6.35M	4.45%	3
2019 Q3	$31.9M	Hold	550,000	–	–	4.98%	5
2019 Q2	$26.4M	Sell	550,000 -50,000	-8%	-$2.27M	3.02%	13
2019 Q1	$23.9M	Buy	+600,000	New	+$22.4M	3.02%	12
2018 Q2	–	Sell	-250,000	Closed	-$11.4M	–	67
2018 Q1	$11.4M	Hold	250,000	–	–	1.67%	25
2017 Q4	$10.5M	Hold	250,000	–	–	2.05%	23
2017 Q3	$9.32M	Buy	250,000 +50,000	+25%	+$1.73M	1.92%	21
2017 Q2	$6.01M	Buy	+200,000	New	+$6.73M	1.3%	24

Other funds holding TER

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

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

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

Telemark Asset Management increased its Teradyne (TER) stake by 7.1% in Q2 2026, buying an estimated $1.89M and bringing the position to 75,000 shares worth $36.3M. The position accounts for 2.62% of the portfolio, ranked #10.

Telemark Asset Management first reported a position in TER in Q2 2017 and has held it in 25 quarters since. 1,421 funds tracked by Wall St. Rank hold TER as of Q2 2026.

Telemark Asset Management held 75,000 shares of Teradyne worth $36.3M as of Q2 2026.
Telemark Asset Management bought 5,000 Teradyne shares in Q2 2026, an estimated $1.89M.
Teradyne made up 2.62% of Telemark Asset Management's portfolio in Q2 2026, its #10 holding.
Telemark Asset Management first reported a position in Teradyne in Q2 2017 and has held it in 25 quarters since.
1,421 funds tracked by Wall St. Rank held Teradyne as of Q2 2026.

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