Telemark Asset Management, LLC
13F Portfolio Filings
- Most recent 13FQ1 2025
- Locationboston, MA
- CIK0001420816
- All SEC filings
Quater | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
47 | $764.29 M | NVDA, CCO, CSGP, AMZN | 13F-HR | May 12, 2025 | 000089843225000335 | ||
54 | $1.00 B | NVDA, CCO, AMZN, HEI | 13F-HR | Feb 10, 2025 | 000089843225000102 | ||
56 | $990.32 M | NVDA, CCO, AMZN, ASPN | 13F-HR | Nov 12, 2024 | 000089843224000893 | ||
58 | $1.15 B | NVDA, CCO, ARM, AMZN | 13F-HR | Aug 9, 2024 | 000089843224000685 | ||
63 | $967.68 M | NVDA, CCO, AMZN, ARM | 13F-HR | May 10, 2024 | 000089843224000393 | ||
47 | $671.44 M | NVDA, CCO, AMZN, ARM | 13F-HR | Feb 12, 2024 | 000089843224000121 | ||
48 | $659.05 M | NVDA, CCO, HES, SP PLUS CORP | 13F-HR | Nov 9, 2023 | 000089843223000771 | ||
48 | $737.19 M | NVDA, AMZN, SP PLUS CORP, CCO | 13F-HR | Aug 10, 2023 | 000089843223000583 | ||
42 | $673.31 M | VALMONT INDS INC, GQ9, FNV, SP PLUS CORP | 13F-HR | May 11, 2023 | 000089843223000285 | ||
37 | $659.36 M | MRNA, HES, VALMONT INDS INC, BOWL | 13F-HR | Feb 10, 2023 | 000089843223000073 | ||
39 | $637.03 M | VALMONT INDS INC, HES, BOWL, SP PLUS CORP | 13F-HR | Nov 10, 2022 | 000156761922019412 | ||
39 | $591.18 M | FNV, VALMONT INDS INC, BOWL, SP PLUS CORP | 13F-HR | Aug 11, 2022 | 000156761922015506 | ||
55 | $1.13 B | AMZN, ASPN, HES, CDXS | 13F-HR | May 11, 2022 | 000156761922009999 | ||
52 | $1.40 B | AMZN, ASPN, CDXS, MRNA | 13F-HR | Feb 10, 2022 | 000156761922003161 | ||
56 | $1.38 B | MRNA, AMZN, ASPN, DNA | 13F-HR | Nov 12, 2021 | 000156761921019838 | ||
68 | $1.25 B | AMZN, MRNA, ASPN, CDXS | 13F-HR | Aug 10, 2021 | 000156761921014848 | ||
64 | $1.18 B | AMZN, CDXS, ASPN, CAT | 13F-HR | May 12, 2021 | 000156761921009661 | ||
52 | $964.52 M | AMZN, CDXS, ASPN, TRIMBLE INC | 13F-HR | Feb 11, 2021 | 000156761921002955 | ||
59 | $827.24 M | AMZN, W, CDXS, NVDA | 13F-HR | Nov 12, 2020 | 000156761920019128 | ||
56 | $631.67 M | AMZN, CDXS, W, TER | 13F-HR | Aug 12, 2020 | 000156761920014835 | ||
45 | $419.22 M | AMZN, CDXS, HEI, TER | 13F-HR | May 12, 2020 | 000156761920009567 | ||
49 | $690.01 M | AMZN, CDXS, TER, HEI | 13F-HR | Feb 12, 2020 | 000156761920002868 | ||
38 | $639.40 M | AMZN, CDXS, SLB, W | 13F-HR | Nov 14, 2019 | 000156761919021359 | ||
40 | $871.97 M | AMZN, CDXS, W, TWLO | 13F-HR | Aug 14, 2019 | 000156761919016677 | ||
37 | $791.63 M | AMZN, TWLO, CDXS, GOOGL | 13F-HR | May 13, 2019 | 000156761919010515 | ||
24 | $486.76 M | AMZN, CDXS, TWLO, W | 13F-HR | Feb 13, 2019 | 000156761919003789 | ||
39 | $802.40 M | AMZN, CDXS, W, HES | 13F-HR | Nov 13, 2018 | 000156761918005660 | ||
55 | $794.62 M | AMZN, CDXS, W, EOG | 13F-HR | Aug 13, 2018 | 000156761918000576 | ||
57 | $685.43 M | AMZN, CDXS, EOG, 2150994D | 13F-HR | May 14, 2018 | 000114036118023151 | ||
41 | $510.08 M | AMZN, 2150994D, CDXS, W | 13F-HR | Feb 13, 2018 | 000114036118007088 | ||
43 | $486.41 M | AMZN, 2150994D, W, EOG | 13F-HR | Nov 13, 2017 | 000114036117041944 | ||
43 | $462.76 M | AMZN, PXD, EOG, W | 13F-HR | Aug 14, 2017 | 000114036117031499 | ||
44 | $424.83 M | AMZN, 2150994D, W, PXD | 13F-HR | May 12, 2017 | 000114036117019985 | ||
45 | $458.24 M | AMZN, UNP, EOG, PXD | 13F-HR | Feb 13, 2017 | 000114036117005980 | ||
36 | $482.06 M | AMZN, EOG, PXD, W | 13F-HR | Nov 14, 2016 | 000114036116086016 | ||
34 | $434.68 M | AMZN, W, EOG, RTN | 13F-HR | Aug 12, 2016 | 000114036116076009 | ||
31 | $403.81 M | AMZN, IBM, W, GQ9 | 13F-HR | May 12, 2016 | 000114036116064700 | ||
27 | $426.95 M | AMZN, W, PXD, GOOGL | 13F-HR | Feb 10, 2016 | 000114036116051250 | ||
21 | $326.89 M | AMZN, W, GOOGL, NEWR | 13F-HR | Nov 2, 2015 | 000114036115039169 | ||
31 | $378.80 M | AMZN, DATA, MOBILEYE N V AMSTELVEEN, ARMH | 13F-HR | Aug 10, 2015 | 000114036115030667 | ||
27 | $357.95 M | AMZN, DATA, AAPL, ARMH | 13F-HR | May 14, 2015 | 000114036115019540 | ||
30 | $339.13 M | DATA, ARMH, AMZN, 9876444D | 13F-HR | Feb 12, 2015 | 000114036115005872 | ||
37 | $374.10 M | AMZN, G3V, GOOGL, DATA | 13F-HR | Nov 14, 2014 | 000114036114042018 | ||
43 | $365.74 M | GOOGL, G3V, DAL, ARMH | 13F-HR | Aug 14, 2014 | 000114036114032552 | ||
45 | $396.67 B | AMZN, ARMH, G3V, AYI | 13F-HR | May 14, 2014 | 000114036114020625 | ||
56 | $403.79 M | AMZN, ARMH, GS, STRATASYS LTD | 13F-HR | Feb 14, 2014 | 000114036114007170 |