Telemark Asset Management

Latest statistics and disclosures from Telemark Asset Management's latest quarterly 13F-HR filing:

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Positions held by Telemark Asset Management consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Telemark Asset Management

Telemark Asset Management holds 47 positions in its portfolio as reported in the December 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
NVIDIA Corporation (NVDA) 10.3 $69M 140k 495.22
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Cameco Corporation (CCJ) 7.7 $52M 1.2M 43.10
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Amazon (AMZN) 5.7 $38M 250k 151.94
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Arm Holdings Sponsored Adr (ARM) 4.5 $30M +33% 400k 75.14
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HEICO Corporation (HEI) 3.7 $25M 140k 178.87
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Bowlero Corp Cl A Com (BOWL) 3.6 $24M -11% 1.7M 14.16
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Aspen Aerogels (ASPN) 3.5 $24M +19% 1.5M 15.78
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Clean Harbors (CLH) 3.4 $23M -13% 130k 174.51
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Innospec (IOSP) 2.7 $18M -2% 147k 123.24
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Heico Corp Cl A (HEI.A) 2.7 $18M 125k 142.44
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Meta Platforms Cl A (META) 2.6 $18M +150% 50k 353.96
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Servicenow (NOW) 2.6 $18M 25k 706.49
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Applied Materials (AMAT) 2.4 $16M NEW 100k 162.07
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Verra Mobility Corp Cl A Com Stk (VRRM) 2.4 $16M +40% 700k 23.03
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Garmin SHS (GRMN) 2.3 $15M 120k 128.54
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Asml Holding Nv N Y Registry Shs (ASML) 2.3 $15M +33% 20k 756.92
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Microsoft Corporation (MSFT) 2.2 $15M +100% 40k 376.04
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Pinterest Cl A (PINS) 2.2 $15M NEW 400k 37.04
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CoStar (CSGP) 2.0 $13M +15% 150k 87.39
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Axon Enterprise (AXON) 1.9 $13M +150% 50k 258.33
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Aixtron Se Equity (AIXXF) 1.9 $13M 300k 42.68
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Camtek Ord (CAMT) 1.8 $12M NEW 175k 69.38
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Adobe Systems Incorporated (ADBE) 1.8 $12M 20k 596.60
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Onto Innovation (ONTO) 1.7 $12M NEW 75k 152.90
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Ccc Intelligent Solutions Holdings (CCCS) 1.7 $11M +73% 1.0M 11.39
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Waste Connections (WCN) 1.6 $10M -53% 70k 149.27
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Lantheus Holdings Inc Common Stock Usd 0.01 (LNTH) 1.4 $9.6M -16% 155k 62.00
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Novanta (NOVT) 1.3 $8.4M 50k 168.41
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Workday Cl A (WDAY) 1.2 $8.3M 30k 276.06
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Codexis (CDXS) 1.2 $8.2M +6% 2.7M 3.05
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Altus Power Com Cl A (AMPS) 1.2 $8.2M +9% 1.2M 6.83
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Mongodb Cl A (MDB) 1.2 $8.2M +100% 20k 408.85
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Rxsight (RXST) 1.2 $8.1M NEW 200k 40.32
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salesforce (CRM) 1.2 $7.9M NEW 30k 263.14
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Taiwan Semiconductor Mfg Sponsored Adr (TSM) 1.2 $7.8M 75k 104.00
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Zoominfo Technologies Common Stock (ZI) 1.1 $7.4M NEW 400k 18.49
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Uber Technologies (UBER) 0.9 $6.2M NEW 100k 61.57
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Kla Corp Com New (KLAC) 0.9 $5.8M NEW 10k 581.30
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Hillman Solutions Corp (HLMN) 0.9 $5.7M +3% 620k 9.21
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4068594 Enphase Energy (ENPH) 0.8 $5.3M NEW 40k 132.14
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Mastercard Incorporated Cl A (MA) 0.6 $4.3M 10k 426.51
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TechTarget (TTGT) 0.6 $4.2M +33% 120k 34.86
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Klaviyo Com Ser A (KVYO) 0.6 $4.2M -25% 150k 27.78
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Udemy (UDMY) 0.5 $3.2M NEW 220k 14.73
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Flywire Corporation Com Vtg (FLYW) 0.4 $2.8M +20% 120k 23.15
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Asm International Nv Equity 0.4 $2.6M NEW 5.0k 518.85
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Biodesix (BDSX) 0.0 $140k NEW 76k 1.84
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Past Filings by Telemark Asset Management

SEC 13F filings are viewable for Telemark Asset Management going back to 2010

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