Telemark Asset Management, LLC
Q4 2024 13F Holdings
- Locationboston, MA
- Num holdings
54
- Value ($000)
$1,002,774
- Date Filed02/10/2025
- 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 Q4 2024 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
NVDA NVIDIA CORPORATION | COM | 67066G104 | $154.43M | 15 % | 1,150,000 | ||
CCO CAMECO CORP | COM | 13321L108 | $66.81M | 7 % | 1,300,000 | ||
AMZN AMAZON COM INC | COM | 023135106 | $54.85M | 6 % | 250,000 | ||
HEI HEICO CORP NEW | COM | 422806109 | $33.28M | 3 % | 140,000 | ||
CLH CLEAN HARBORS INC | COM | 184496107 | $29.92M | 3 % | 130,000 | ||
TSM TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | 874039100 | $29.62M | 3 % | 150,000 | ||
META META PLATFORMS INC | CL A | 30303M102 | $29.28M | 3 % | 50,000 | ||
CSGP COSTAR GROUP INC | COM | 22160N109 | $28.64M | 3 % | 400,000 | ||
GARMIN LTD | SHS | H2906T109 | $27.85M | 3 % | 135,000 | ||
NOW SERVICENOW INC | COM | 81762P102 | $26.50M | 3 % | 25,000 |
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