Telemark Asset Management, LLC Q3 2025 Filing
Filed November 10, 2025
Portfolio Value
$1.1T
Holdings
47
Report Date
Q3 2025
Filing Type
13F-HR
All Holdings (47 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | NVDANVIDIA CORPORATION | 600,000 | $111.9B | 10.63% | |
| 2 | CCOCAMECO CORP | 1,000,000 | $83.9B | 7.96% | |
| 3 | CSGPCOSTAR GROUP INC | 550,000 | $46.4B | 4.40% | |
| 4 | HEIHEICO CORP NEW | 140,000 | $45.2B | 4.29% | |
| 5 | METAMETA PLATFORMS INC | 60,000 | $44.1B | 4.18% | |
| 6 | AMZNAMAZON COM INC | 200,000 | $43.9B | 4.17% | |
| 7 | AMSCAMERICAN SUPERCONDUCTOR CORP | 690,000 | $41.0B | 3.89% | |
| 8 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 120,000 | $33.5B | 3.18% | |
| 9 | FNVFRANCO NEV CORP | 150,000 | $33.4B | 3.17% | |
| 10 | HEIHEICO CORP NEW | 125,000 | $31.8B | 3.01% | |
| 11 | WCNWASTE CONNECTIONS INC | 150,000 | $26.4B | 2.50% | |
| 12 | CLHCLEAN HARBORS INC | 110,000 | $25.5B | 2.42% | |
| 13 | 1GSNNOVANTA INC | 250,000 | $25.0B | 2.38% | |
| 14 | GRMNGARMIN LTD | 100,000 | $24.6B | 2.34% | |
| 15 | ADIANALOG DEVICES INC | 100,000 | $24.6B | 2.33% | |
| 16 | TRMBTRIMBLE INC | 300,000 | $24.5B | 2.32% | |
| 17 | EQTEQT CORP | 450,000 | $24.5B | 2.32% | |
| 18 | BWXTBWX TECHNOLOGIES INC | 125,000 | $23.0B | 2.19% | |
| 19 | RRCRANGE RES CORP | 600,000 | $22.6B | 2.14% | |
| 20 | AXONAXON ENTERPRISE INC | 30,000 | $21.5B | 2.04% | |
| 21 | TWLOTWILIO INC | 200,000 | $20.0B | 1.90% | |
| 22 | GLWCORNING INC | 240,000 | $19.7B | 1.87% | |
| 23 | SHOPSHOPIFY INC | 130,000 | $19.3B | 1.83% | |
| 24 | MCHPMICROCHIP TECHNOLOGY INC. | 300,000 | $19.3B | 1.83% | |
| 25 | BVBRIGHTVIEW HLDGS INC | 1,150,000 | $15.4B | 1.46% | |
| 26 | WGSGENEDX HOLDINGS CORP | 120,000 | $12.9B | 1.23% | |
| 27 | FFIVF5 INC | 40,000 | $12.9B | 1.23% | |
| 28 | MRNAMODERNA INC | 500,000 | $12.9B | 1.23% | |
| 29 | KAROKAROOOOO LTD | 225,150 | $12.9B | 1.22% | |
| 30 | ASPIASP ISOTOPES INC | 1,325,000 | $12.7B | 1.21% | |
| 31 | ASPNASPEN AEROGELS INC | 1,792,424 | $12.5B | 1.18% | |
| 32 | GOOGLALPHABET INC | 50,000 | $12.2B | 1.15% | |
| 33 | KOPNKOPIN CORP | 5,000,000 | $12.2B | 1.15% | |
| 34 | MIRMIRION TECHNOLOGIES INC | 500,000 | $11.6B | 1.10% | |
| 35 | CLBTCELLEBRITE DI LTD | 600,000 | $11.1B | 1.06% | |
| 36 | CDXSCODEXIS INC | 4,000,000 | $9.8B | 0.93% | |
| 37 | TERTERADYNE INC | 70,000 | $9.6B | 0.91% | |
| 38 | HLMNHILLMAN SOLUTIONS CORP | 1,000,000 | $9.2B | 0.87% | |
| 39 | SNOWSNOWFLAKE INC | 40,000 | $9.0B | 0.86% | |
| 40 | AIIALMONTY INDS INC | 1,300,000 | $7.8B | 0.74% | |
| 41 | SHLSSHOALS TECHNOLOGIES GROUP IN | 1,000,000 | $7.4B | 0.70% | |
| 42 | ARMARM HOLDINGS PLC | 50,000 | $7.1B | 0.67% | |
| 43 | MSFTMICROSOFT CORP | 10,000 | $5.2B | 0.49% | |
| 44 | ASMLASML HOLDING N V | 4,000 | $3.9B | 0.37% | |
| 45 | LRCXLAM RESEARCH CORP | 25,000 | $3.3B | 0.32% | |
| 46 | CAMTCAMTEK LTD | 30,000 | $3.2B | 0.30% | |
| 47 | BDSXBIODESIX INC | 414,124 | $3.1B | 0.30% |