Investor Details
| Filer Name: | TELEMARK ASSET MANAGEMENT, LLC |
|---|---|
| CIK: | 1420816 |
| Period: | 2024-12-31 |
| Filed At: | 2025-02-10 |
| Number of Holdings: | 54 |
| Portfolio Value: | $1.00B |
Telemark Asset Management, Llc Top Holdings
| Ticker | Exchange | Security | Shares | Value | % of Portfolio | Position Change | Put/Call |
|---|---|---|---|---|---|---|---|
| NVDA | US | NVIDIA CORP | 1,150,000 | $154M | 15.40% | - | - |
| CCJ | US | CAMECO CORP | 1,300,000 | $67M | 6.66% | - | - |
| AMZN | US | AMAZON.COM INC | 250,000 | $55M | 5.47% | - | - |
| HEI | US | HEICO CORP | 140,000 | $33M | 3.32% | - | - |
| CLH | US | CLEAN HARBORS INC | 130,000 | $30M | 2.98% | - | - |
| TSM | US | TAIWAN SEMICONDUCTOR-SP ADR | 150,000 | $30M | 2.95% | 50.0% | - |
| META | US | META PLATFORMS INC-CLASS A | 50,000 | $29M | 2.92% | - | - |
| CSGP | US | COSTAR GROUP INC | 400,000 | $29M | 2.86% | -20.0% | - |
| GRMN | US | GARMIN LTD | 135,000 | $28M | 2.78% | - | - |
| NOW | US | SERVICENOW INC | 25,000 | $27M | 2.64% | -37.5% | - |
| BILL | US | BILL HOLDINGS INC | 300,000 | $25M | 2.53% | 100.0% | - |
| NOVT | US | NOVANTA INC | 160,000 | $24M | 2.44% | 60.0% | - |
| HEI/A | US | HEICO CORP-CLASS A | 125,000 | $23M | 2.32% | - | - |
| ASPN | US | ASPEN AEROGELS INC | 1,892,424 | $22M | 2.24% | 26.8% | - |
| FFIV | US | F5 INC | 80,000 | $20M | 2.01% | 33.3% | - |
| GLW | US | CORNING INC | 400,000 | $19M | 1.90% | - | - |
| ARM | US | ARM HOLDINGS PLC-ADR | 150,000 | $19M | 1.85% | - | - |
| AXON | US | AXON ENTERPRISE INC | 30,000 | $18M | 1.78% | - | - |
| CCCS | US | CCC INTELLIGENT SOLUTIONS HO | 1,450,000 | $17M | 1.70% | - | - |
| IOSP | US | INNOSPEC INC | 140,000 | $15M | 1.54% | - | - |