Telemark Asset Management, LLC
Q2 2025 13F Holdings
- Locationboston, MA
- Num holdings
49
- Value ($000)
$1,102,269
- Date Filed08/12/2025
- Form type13F-HR
- CIK0001420816
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q2 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
INVESCO QQQ TR | PUT | 46090E953 | $159.98 M | 15 % | 290,000 | put | |
NVDA NVIDIA CORPORATION | COM | 67066G104 | $94.79 M | 9 % | 600,000 | ||
CCO CAMECO CORP | COM | 13321L108 | $74.23 M | 7 % | 1,000,000 | ||
HEI HEICO CORP NEW | COM | 422806109 | $45.92 M | 4 % | 140,000 | ||
META META PLATFORMS INC | CL A | 30303M102 | $44.29 M | 4 % | 60,000 | ||
CSGP COSTAR GROUP INC | COM | 22160N109 | $44.22 M | 4 % | 550,000 | ||
AMZN AMAZON COM INC | COM | 023135106 | $43.88 M | 4 % | 200,000 | ||
HEI HEICO CORP NEW | CL A | 422806208 | $32.34 M | 3 % | 125,000 | ||
EQT EQT CORP | COM | 26884L109 | $29.16 M | 3 % | 500,000 | ||
RRC RANGE RES CORP | COM | 75281A109 | $28.47 M | 3 % | 700,000 |
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