Instuitional Investor - Telemark Asset Management, Llc
Fund Profile
Filing Period:
| Fund Name: | Telemark Asset Management, Llc |
| Portfolio Value | $671,435,684 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | NVDA | 1,400,000 | $69,330,800 | 10.32% | |
| 2. | CCJ | 1,200,000 | $51,720,000 | 7.7% | |
| 3. | AMZN | 250,000 | $37,985,000 | 5.65% | |
| 4. | ARMH | 400,000 | $30,058,000 | 4.47% | |
| 5. | HEI, HEI.A | 140,000 | $25,041,800 | 3.72% |
