Instuitional Investor - Telemark Asset Management, Llc
13F Holdings
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% |
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