Telemark Asset Management, LLC Q4 2024 Filing
Filed February 10, 2025
Portfolio Value
$1.0T
Holdings
54
Report Date
Q4 2024
Filing Type
13F-HR
All Holdings (54 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | NVDANVIDIA CORPORATION | 1,150,000 | $154.4B | 15.40% | |
| 2 | CCOCAMECO CORP | 1,300,000 | $66.8B | 6.66% | |
| 3 | AMZNAMAZON COM INC | 250,000 | $54.8B | 5.47% | |
| 4 | HEIHEICO CORP NEW | 140,000 | $33.3B | 3.32% | |
| 5 | CLHCLEAN HARBORS INC | 130,000 | $29.9B | 2.98% | |
| 6 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 150,000 | $29.6B | 2.95% | |
| 7 | METAMETA PLATFORMS INC | 50,000 | $29.3B | 2.92% | |
| 8 | CSGPCOSTAR GROUP INC | 400,000 | $28.6B | 2.86% | |
| 9 | GRMNGARMIN LTD | 135,000 | $27.8B | 2.78% | |
| 10 | NOWSERVICENOW INC | 25,000 | $26.5B | 2.64% | |
| 11 | BILLBILL HOLDINGS INC | 300,000 | $25.4B | 2.53% | |
| 12 | 1GSNNOVANTA INC | 160,000 | $24.4B | 2.44% | |
| 13 | HEIHEICO CORP NEW | 125,000 | $23.3B | 2.32% | |
| 14 | ASPNASPEN AEROGELS INC | 1,892,424 | $22.5B | 2.24% | |
| 15 | FFIVF5 INC | 80,000 | $20.1B | 2.01% | |
| 16 | GLWCORNING INC | 400,000 | $19.0B | 1.90% | |
| 17 | ARMARM HOLDINGS PLC | 150,000 | $18.5B | 1.85% | |
| 18 | AXONAXON ENTERPRISE INC | 30,000 | $17.8B | 1.78% | |
| 19 | CCCCCC INTELLIGENT SOLUTIONS HL | 1,450,000 | $17.0B | 1.70% | |
| 20 | IOSPINNOSPEC INC | 140,000 | $15.4B | 1.54% | |
| 21 | AMSCAMERICAN SUPERCONDUCTOR CORP | 600,000 | $14.8B | 1.47% | |
| 22 | VRRMVERRA MOBILITY CORP | 600,000 | $14.5B | 1.45% | |
| 23 | RRCRANGE RES CORP | 400,000 | $14.4B | 1.44% | |
| 24 | CDXSCODEXIS INC | 3,000,000 | $14.3B | 1.43% | |
| 25 | EQTEQT CORP | 300,000 | $13.8B | 1.38% | |
| 26 | VRTVERTIV HOLDINGS CO | 120,000 | $13.6B | 1.36% | |
| 27 | BVBRIGHTVIEW HLDGS INC | 850,000 | $13.6B | 1.36% | |
| 28 | BDSXBIODESIX INC | 8,282,490 | $12.7B | 1.26% | |
| 29 | MSFTMICROSOFT CORP | 30,000 | $12.6B | 1.26% | |
| 30 | WCNWASTE CONNECTIONS INC | 70,000 | $12.0B | 1.20% | |
| 31 | NXENEXGEN ENERGY LTD | 1,800,000 | $11.9B | 1.18% | |
| 32 | GOOGLALPHABET INC | 60,000 | $11.4B | 1.13% | |
| 33 | BWXTBWX TECHNOLOGIES INC | 100,000 | $11.1B | 1.11% | |
| 34 | RXSTRXSIGHT INC | 321,000 | $11.0B | 1.10% | |
| 35 | CLBTCELLEBRITE DI LTD | 500,000 | $11.0B | 1.10% | |
| 36 | ADIANALOG DEVICES INC | 50,000 | $10.6B | 1.06% | |
| 37 | AAPLAPPLE INC | 40,000 | $10.0B | 1.00% | |
| 38 | TEAMATLASSIAN CORPORATION | 40,000 | $9.7B | 0.97% | |
| 39 | HLMNHILLMAN SOLUTIONS CORP | 900,000 | $8.8B | 0.87% | |
| 40 | MIRMIRION TECHNOLOGIES INC | 500,000 | $8.7B | 0.87% | |
| 41 | OSISOSI SYSTEMS INC | 50,000 | $8.4B | 0.83% | |
| 42 | EAELECTRONIC ARTS INC | 50,000 | $7.3B | 0.73% | |
| 43 | HUBSHUBSPOT INC | 10,000 | $7.0B | 0.69% | |
| 44 | CRMSALESFORCE INC | 20,000 | $6.7B | 0.67% | |
| 45 | ASPIASP ISOTOPES INC | 1,475,000 | $6.7B | 0.67% | |
| 46 | KRNTKORNIT DIGITAL LTD | 200,000 | $6.2B | 0.62% | |
| 47 | SUXTD SYNNEX CORPORATION | 50,000 | $5.9B | 0.58% | |
| 48 | TWLOTWILIO INC | 50,000 | $5.4B | 0.54% | |
| 49 | TXNTEXAS INSTRS INC | 25,000 | $4.7B | 0.47% | |
| 50 | SMWBSIMILARWEB LTD | 300,000 | $4.3B | 0.42% | |
| 51 | TRMBTRIMBLE INC | 60,000 | $4.2B | 0.42% | |
| 52 | KVYOKLAVIYO INC | 100,000 | $4.1B | 0.41% | |
| 53 | AMPSUSDALTUS POWER INC | 910,000 | $3.7B | 0.37% | |
| 54 | TTGTTECHTARGET INC | 150,000 | $3.0B | 0.30% |