Telemark Asset Management, LLC 13F Holdings
CIK 0001420816 · BOSTON, MA
As of Sep 30, 2025, Telemark Asset Management, LLC reported 47 positions worth
CIK 0001420816 · BOSTON, MA
As of Sep 30, 2025, Telemark Asset Management, LLC reported 47 positions worth
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| NVIDIA CORP | NVDA | Technology | 600,000 | 11.9M | 10.63% |
| CAMECO CORP | CCO | Basic Materials | 1,000,000 | $83.9M | 7.96% |
| COSTAR GROUP INC | CSGP | Real Estate | 550,000 | $46.4M | 4.40% |
| HEICO CORP | HEI | Industrials | 140,000 | $45.2M | 4.29% |
| META PLATFORMS INC | META | Communication Services | 60,000 | $44.1M | 4.18% |
| AMAZON.COM INC | AMZN | Equity | 200,000 | $43.9M | 4.17% |
| AMERICAN SUPERCONDUCTOR CORP | AMSC | Industrials | 690,000 | $41.0M | 3.89% |
| TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | TSM | Technology | 120,000 | $33.5M | 3.18% |
| FRANCO NEVADA CORP | FNV | Basic Materials | 150,000 | $33.4M | 3.17% |
| HEICO CORP | HEI.A | Industrials | 125,000 | $31.8M | 3.01% |
| WASTE CONNECTIONS INC | WCN | Industrials | 150,000 | $26.4M | 2.50% |
| CLEAN HARBORS INC | CLH | Industrials | 110,000 | $25.5M | 2.42% |
| NOVANTA INC | NOVT | Technology | 250,000 | $25.0M | 2.38% |
| GARMIN LTD | GRMN | Technology | 100,000 | $24.6M | 2.34% |
| ANALOG DEVICES INC | ADI | Technology | 100,000 | $24.6M | 2.33% |
| TRIMBLE INC | TRMB | Technology | 300,000 | $24.5M | 2.32% |
| EQT CORP | EQT | Energy | 450,000 | $24.5M | 2.32% |
| BWX TECHNOLOGIES INC | BWXT | Industrials | 125,000 | $23.0M | 2.19% |
| RANGE RESOURCES CORP | RRC | Energy | 600,000 | $22.6M | 2.14% |
| AXON ENTERPRISE INC | AXON | Industrials | 30,000 | $21.5M | 2.04% |
| TWILIO INC | TWLO | Communication Services | 200,000 | $20.0M | 1.90% |
| CORNING INC | GLW | Technology | 240,000 | 9.7M | 1.87% |
| SHOPIFY INC | SHOP | Technology | 130,000 | 9.3M | 1.83% |
| MICROCHIP TECHNOLOGY INC | MCHP | Technology | 300,000 | 9.3M | 1.83% |
| BRIGHTVIEW HOLDINGS INC | BV | Industrials | 1,150,000 | 5.4M | 1.46% |