Telemark Asset Management, LLC Q1 2023 Filing
Filed May 11, 2023
Portfolio Value
$673.3B
Holdings
42
Report Date
Q1 2023
Filing Type
13F-HR
All Holdings (42 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | VMIVALMONT INDS INC | 120,000 | $38K | 0.00% | |
| 2 | GQ9SPDR GOLD TR | 200,000 | $36K | 0.00% | |
| 3 | FNVFRANCO NEV CORP | 250,000 | $36K | 0.00% | |
| 4 | LUCKBOWLERO CORP | 2,013,846 | $34K | 0.00% | |
| 5 | SPUSDSP PLUS CORP | 1,001,000 | $34K | 0.00% | |
| 6 | CCOCAMECO CORP | 1,150,000 | $30K | 0.00% | |
| 7 | WCNWASTE CONNECTIONS INC | 200,000 | $27K | 0.00% | |
| 8 | NVDANVIDIA CORPORATION | 100,000 | $27K | 0.00% | |
| 9 | 1GSNNOVANTA INC | 160,000 | $25K | 0.00% | |
| 10 | MRNAMODERNA INC | 150,000 | $23K | 0.00% | |
| 11 | —ASML HOLDING N V | 35,000 | $23K | 0.00% | |
| 12 | SLBSCHLUMBERGER LTD | 500,000 | $23K | 0.00% | |
| 13 | HEIHEICO CORP NEW | 140,000 | $23K | 0.00% | |
| 14 | HESHESS CORP | 180,000 | $23K | 0.00% | |
| 15 | AMZNAMAZON COM INC | 200,000 | $20K | 0.00% | |
| 16 | LSCCLATTICE SEMICONDUCTOR CORP | 200,000 | $19K | 0.00% | |
| 17 | IOSPINNOSPEC INC | 180,000 | $18K | 0.00% | |
| 18 | LNTHLANTHEUS HLDGS INC | 230,000 | $18K | 0.00% | |
| 19 | HEIHEICO CORP NEW | 125,000 | $16K | 0.00% | |
| 20 | CLHCLEAN HARBORS INC | 100,000 | $14K | 0.00% | |
| 21 | ASPNASPEN AEROGELS INC | 1,690,000 | $12K | 0.00% | |
| 22 | ATDATI INC | 300,000 | $11K | 0.00% | |
| 23 | CDXSCODEXIS INC | 2,564,500 | $10K | 0.00% | |
| 24 | AZTAAZENTA INC | 210,096 | $9K | 0.00% | |
| 25 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 100,000 | $9K | 0.00% | |
| 26 | TERTERADYNE INC | 90,000 | $9K | 0.00% | |
| 27 | ETNEATON CORP PLC | 50,000 | $8K | 0.00% | |
| 28 | DOCSDOXIMITY INC | 270,000 | $8K | 0.00% | |
| 29 | ENVXENOVIX CORPORATION | 550,286 | $8K | 0.00% | |
| 30 | GOOGLALPHABET INC | 70,000 | $7K | 0.00% | |
| 31 | AMPSUSDALTUS POWER INC | 1,290,000 | $7K | 0.00% | |
| 32 | VRRMVERRA MOBILITY CORP | 380,000 | $6K | 0.00% | |
| 33 | AAONAAON INC | 55,000 | $5K | 0.00% | |
| 34 | EFTTECHTARGET INC | 155,000 | $5K | 0.00% | |
| 35 | —GARMIN LTD | 50,000 | $5K | 0.00% | |
| 36 | AXONAXON ENTERPRISE INC | 25,000 | $5K | 0.00% | |
| 37 | QA4AGENTHERM INC | 80,000 | $4K | 0.00% | |
| 38 | WDAYWORKDAY INC | 20,000 | $4K | 0.00% | |
| 39 | NOWSERVICENOW INC | 10,000 | $4K | 0.00% | |
| 40 | ENPHENPHASE ENERGY INC | 20,000 | $4K | 0.00% | |
| 41 | NXENEXGEN ENERGY LTD | 750,000 | $2K | 0.00% | |
| 42 | —AIXTRON SE | 80,000 | $2K | 0.00% |