Telemark Asset Management, LLC
Q3 2025 13F Holdings
- Locationboston, MA
- Num holdings
47
- Value ($000)
$1,053,571
- Date Filed11/10/2025
- 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 Q3 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
NVDA NVIDIA CORPORATION | COM | 67066G104 | $111.95 M | 11 % | 600,000 | ||
CCO CAMECO CORP | COM | 13321L108 | $83.86 M | 8 % | 1,000,000 | ||
CSGP COSTAR GROUP INC | COM | 22160N109 | $46.40 M | 4 % | 550,000 | ||
HEI HEICO CORP NEW | COM | 422806109 | $45.19 M | 4 % | 140,000 | ||
META META PLATFORMS INC | CL A | 30303M102 | $44.06 M | 4 % | 60,000 | ||
AMZN AMAZON COM INC | COM | 023135106 | $43.91 M | 4 % | 200,000 | ||
AMSC AMERICAN SUPERCONDUCTOR CORP | SHS NEW | 030111207 | $40.98 M | 4 % | 690,000 | ||
TSM TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | 874039100 | $33.51 M | 3 % | 120,000 | ||
FNV FRANCO NEV CORP | COM | 351858105 | $33.44 M | 3 % | 150,000 | ||
HEI HEICO CORP NEW | CL A | 422806208 | $31.76 M | 3 % | 125,000 |
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