Telemark Asset Management, LLC Q1 2025 Filing
Filed May 12, 2025
Portfolio Value
$764.3B
Holdings
47
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (47 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | NVDANVIDIA CORPORATION | 800,000 | $86.7B | 11.34% | |
| 2 | CCOCAMECO CORP | 1,000,000 | $41.2B | 5.39% | |
| 3 | CSGPCOSTAR GROUP INC | 500,000 | $39.6B | 5.18% | |
| 4 | AMZNAMAZON COM INC | 200,000 | $38.1B | 4.98% | |
| 5 | HEIHEICO CORP NEW | 140,000 | $37.4B | 4.89% | |
| 6 | WCNWASTE CONNECTIONS INC | 150,000 | $29.3B | 3.83% | |
| 7 | RRCRANGE RES CORP | 700,000 | $28.0B | 3.66% | |
| 8 | HEIHEICO CORP NEW | 125,000 | $26.4B | 3.45% | |
| 9 | GRMNGARMIN LTD | 120,000 | $26.1B | 3.41% | |
| 10 | CLHCLEAN HARBORS INC | 110,000 | $21.7B | 2.84% | |
| 11 | EQTEQT CORP | 400,000 | $21.4B | 2.80% | |
| 12 | METAMETA PLATFORMS INC | 35,000 | $20.2B | 2.64% | |
| 13 | ADIANALOG DEVICES INC | 100,000 | $20.2B | 2.64% | |
| 14 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 120,000 | $19.9B | 2.61% | |
| 15 | VRTXVERTEX PHARMACEUTICALS INC | 40,000 | $19.4B | 2.54% | |
| 16 | TRMBTRIMBLE INC | 250,000 | $16.4B | 2.15% | |
| 17 | FFIVF5 INC | 60,000 | $16.0B | 2.09% | |
| 18 | AXONAXON ENTERPRISE INC | 30,000 | $15.8B | 2.06% | |
| 19 | FNVFRANCO NEV CORP | 100,000 | $15.8B | 2.06% | |
| 20 | RHCRH PLC | 150,000 | $13.2B | 1.73% | |
| 21 | GOOGLALPHABET INC | 80,000 | $12.4B | 1.62% | |
| 22 | ASPNASPEN AEROGELS INC | 1,892,424 | $12.1B | 1.58% | |
| 23 | BVBRIGHTVIEW HLDGS INC | 900,000 | $11.6B | 1.51% | |
| 24 | MTARCELORMITTAL SA LUXEMBOURG | 400,000 | $11.5B | 1.51% | |
| 25 | 1GSNNOVANTA INC | 90,000 | $11.5B | 1.51% | |
| 26 | AMSCAMERICAN SUPERCONDUCTOR CORP | 600,000 | $10.9B | 1.42% | |
| 27 | AMTAMERICAN TOWER CORP NEW | 50,000 | $10.9B | 1.42% | |
| 28 | ARMARM HOLDINGS PLC | 100,000 | $10.7B | 1.40% | |
| 29 | BWXTBWX TECHNOLOGIES INC | 100,000 | $9.9B | 1.29% | |
| 30 | OSISOSI SYSTEMS INC | 50,000 | $9.7B | 1.27% | |
| 31 | CLBTCELLEBRITE DI LTD | 500,000 | $9.7B | 1.27% | |
| 32 | DEDEERE & CO | 20,000 | $9.4B | 1.23% | |
| 33 | GLWCORNING INC | 200,000 | $9.2B | 1.20% | |
| 34 | WGSGENEDX HOLDINGS CORP | 100,000 | $8.9B | 1.16% | |
| 35 | HLMNHILLMAN SOLUTIONS CORP | 1,000,000 | $8.8B | 1.15% | |
| 36 | TEAMATLASSIAN CORPORATION | 40,000 | $8.5B | 1.11% | |
| 37 | CDXSCODEXIS INC | 3,000,000 | $8.1B | 1.06% | |
| 38 | MIRMIRION TECHNOLOGIES INC | 500,000 | $7.3B | 0.95% | |
| 39 | ASPIASP ISOTOPES INC | 1,475,000 | $6.9B | 0.91% | |
| 40 | BDSXBIODESIX INC | 8,282,490 | $5.2B | 0.68% | |
| 41 | CCCCCC INTELLIGENT SOLUTIONS HL | 500,000 | $4.5B | 0.59% | |
| 42 | VRRMVERRA MOBILITY CORP | 200,000 | $4.5B | 0.59% | |
| 43 | KOPNKOPIN CORP | 3,000,000 | $2.8B | 0.37% | |
| 44 | RXSTRXSIGHT INC | 100,000 | $2.5B | 0.33% | |
| 45 | SMWBSIMILARWEB LTD | 230,000 | $1.9B | 0.25% | |
| 46 | ARBEARBE ROBOTICS LTD | 1,350,000 | $1.4B | 0.18% | |
| 47 | KRNTKORNIT DIGITAL LTD | 70,000 | $1.3B | 0.17% |