Instuitional Investor - Telemark Asset Management, Llc
Fund Profile
Filing Period:
| Fund Name: | Telemark Asset Management, Llc |
| Portfolio Value | $1,002,774,287 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | NVDA | 1,150,000 | $154,433,500 | 15.4% | |
| 2. | CCJ | 1,300,000 | $66,807,000 | 6.66% | |
| 3. | AMZN | 250,000 | $54,847,500 | 5.46% | |
| 4. | HEI, HEI.A | 140,000 | $33,283,600 | 3.31% | |
| 5. | CLH | 130,000 | $29,918,200 | 2.98% |
