Instuitional Investor - Telemark Asset Management, Llc

Fund Profile
Filing Period:
Fund Name: Telemark Asset Management, Llc
Portfolio Value $1,001,184,400
Filing Period:
No. Security Ticker Shares Value % Port
1. NVDA 600,000 $111,900,000 11.18%
2. CCJ 1,000,000 $91,490,000 9.14%
3. AMZN 200,000 $46,164,000 4.61%
4. HEI, HEI.A 140,000 $45,302,600 4.52%
5. NOVT 375,000 $44,621,250 4.46%