Telemark Asset Management, LLC Q3 2024 Filing
Filed November 12, 2024
Portfolio Value
$990.3B
Holdings
56
Report Date
Q3 2024
Filing Type
13F-HR
All Holdings (56 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | NVDANVIDIA CORPORATION | 1,150,000 | $139K | 0.00% | |
| 2 | CCOCAMECO CORP | 1,300,000 | $62K | 0.00% | |
| 3 | AMZNAMAZON COM INC | 250,000 | $46K | 0.00% | |
| 4 | ASPNASPEN AEROGELS INC | 1,492,424 | $41K | 0.00% | |
| 5 | CSGPCOSTAR GROUP INC | 500,000 | $37K | 0.00% | |
| 6 | HEIHEICO CORP NEW | 140,000 | $36K | 0.00% | |
| 7 | NOWSERVICENOW INC | 40,000 | $35K | 0.00% | |
| 8 | CLHCLEAN HARBORS INC | 130,000 | $31K | 0.00% | |
| 9 | METAMETA PLATFORMS INC | 50,000 | $28K | 0.00% | |
| 10 | ALNYALNYLAM PHARMACEUTICALS INC | 100,000 | $27K | 0.00% | |
| 11 | HEIHEICO CORP NEW | 125,000 | $25K | 0.00% | |
| 12 | GRMNGARMIN LTD | 135,000 | $23K | 0.00% | |
| 13 | ARMARM HOLDINGS PLC | 150,000 | $21K | 0.00% | |
| 14 | VRRMVERRA MOBILITY CORP | 700,000 | $19K | 0.00% | |
| 15 | GLWCORNING INC | 400,000 | $18K | 0.00% | |
| 16 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 100,000 | $17K | 0.00% | |
| 17 | 1GSNNOVANTA INC | 100,000 | $17K | 0.00% | |
| 18 | CCCCCC INTELLIGENT SOLUTIONS HL | 1,450,000 | $16K | 0.00% | |
| 19 | IOSPINNOSPEC INC | 140,000 | $15K | 0.00% | |
| 20 | RXSTRXSIGHT INC | 301,000 | $14K | 0.00% | |
| 21 | FCXFREEPORT-MCMORAN INC | 300,000 | $14K | 0.00% | |
| 22 | BDSXBIODESIX INC | 8,282,490 | $14K | 0.00% | |
| 23 | TXNTEXAS INSTRS INC | 70,000 | $14K | 0.00% | |
| 24 | AMSCAMERICAN SUPERCONDUCTOR CORP | 600,000 | $14K | 0.00% | |
| 25 | FSLRFIRST SOLAR INC | 60,000 | $14K | 0.00% | |
| 26 | FFIVF5 INC | 60,000 | $13K | 0.00% | |
| 27 | NXENEXGEN ENERGY LTD | 2,000,000 | $13K | 0.00% | |
| 28 | WCNWASTE CONNECTIONS INC | 70,000 | $12K | 0.00% | |
| 29 | PIIMPINJ INC | 60,000 | $12K | 0.00% | |
| 30 | BVBRIGHTVIEW HLDGS INC | 800,000 | $12K | 0.00% | |
| 31 | UBERUBER TECHNOLOGIES INC | 150,000 | $11K | 0.00% | |
| 32 | VRTXVERTEX PHARMACEUTICALS INC | 25,000 | $11K | 0.00% | |
| 33 | AXONAXON ENTERPRISE INC | 30,000 | $11K | 0.00% | |
| 34 | ADIANALOG DEVICES INC | 50,000 | $11K | 0.00% | |
| 35 | BWXTBWX TECHNOLOGIES INC | 100,000 | $10K | 0.00% | |
| 36 | MSFTMICROSOFT CORP | 20,000 | $8K | 0.00% | |
| 37 | AEMAGNICO EAGLE MINES LTD | 100,000 | $8K | 0.00% | |
| 38 | ASMLASML HOLDING N V | 10,000 | $8K | 0.00% | |
| 39 | CDXSCODEXIS INC | 2,696,411 | $8K | 0.00% | |
| 40 | EAELECTRONIC ARTS INC | 50,000 | $7K | 0.00% | |
| 41 | HLMNHILLMAN SOLUTIONS CORP | 750,000 | $7K | 0.00% | |
| 42 | BILLBILL HOLDINGS INC | 150,000 | $7K | 0.00% | |
| 43 | CLBTCELLEBRITE DI LTD | 400,000 | $6K | 0.00% | |
| 44 | NEMNEWMONT CORP | 120,000 | $6K | 0.00% | |
| 45 | ONTOONTO INNOVATION INC | 30,000 | $6K | 0.00% | |
| 46 | FNVFRANCO NEV CORP | 50,000 | $6K | 0.00% | |
| 47 | LUCKBOWLERO CORP | 500,000 | $5K | 0.00% | |
| 48 | AMATAPPLIED MATLS INC | 20,000 | $4K | 0.00% | |
| 49 | ASPIASP ISOTOPES INC | 1,700,000 | $4K | 0.00% | |
| 50 | MIRMIRION TECHNOLOGIES INC | 400,000 | $4K | 0.00% | |
| 51 | AMPSUSDALTUS POWER INC | 960,000 | $3K | 0.00% | |
| 52 | EFTTECHTARGET INC | 150,000 | $3K | 0.00% | |
| 53 | WPMWHEATON PRECIOUS METALS CORP | 60,000 | $3K | 0.00% | |
| 54 | TERNTERNS PHARMACEUTICALS INC | 300,000 | $2K | 0.00% | |
| 55 | VRTVERTIV HOLDINGS CO | 30,000 | $2K | 0.00% | |
| 56 | KRNTKORNIT DIGITAL LTD | 40,000 | $1K | 0.00% |