The Analysis of Telemark Asset Management, LLC's Holdings
Currently, Telemark Asset Management, LLC holds 56 types of securities in its portfolio with a total value $1.0B. In the most recent quarter, they have increased their positions in NVDA (+600.0K shares, valued at $111.9M), CCJ (+1.0M shares, valued at $91.5M), AMZN (+200.0K shares, valued at $46.2M); initiated new positions in NVDA (+600.0K shares, valued at $111.9M), CCJ (+1.0M shares, valued at $91.5M), AMZN (+200.0K shares, valued at $46.2M). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
NVDA NVIDIA CORPORATION600.0K sharesnew addition2025-12-312026-02-11
CCJ CAMECO CORP1.0M sharesnew addition2025-12-312026-02-11 AMZN AMAZON COM INC200.0K sharesnew addition2025-12-312026-02-11 HEI HEICO CORP NEW140.0K sharesnew addition2025-12-312026-02-11 NOVT NOVANTA INC375.0K sharesnew addition2025-12-312026-02-11 HEI.A HEICO CORP NEW125.0K sharesnew addition2025-12-312026-02-11 TSM TAIWAN SEMICONDUCTOR MFG LTD100.0K sharesnew addition2025-12-312026-02-11 META META PLATFORMS INC40.0K sharesnew addition2025-12-312026-02-11 TRMB TRIMBLE INC300.0K sharesnew addition2025-12-312026-02-11 ADI ANALOG DEVICES INC85.0K sharesnew addition2025-12-312026-02-11 MCHP MICROCHIP TECHNOLOGY INC.350.0K sharesnew addition2025-12-312026-02-11 WCN WASTE CONNECTIONS INC120.0K sharesnew addition2025-12-312026-02-11 SHOP SHOPIFY INC130.0K sharesnew addition2025-12-312026-02-11 FNV FRANCO NEV CORP100.0K sharesnew addition2025-12-312026-02-11 CLH CLEAN HARBORS INC80.0K sharesnew addition2025-12-312026-02-11 AMSC AMERICAN SUPERCONDUCTOR CORP619.9K sharesnew addition2025-12-312026-02-11 PLTR PALANTIR TECHNOLOGIES INC100.0K sharesnew addition2025-12-312026-02-11 GLW CORNING INC200.0K sharesnew addition2025-12-312026-02-11 BWXT BWX TECHNOLOGIES INC100.0K sharesnew addition2025-12-312026-02-11 MDB MONGODB INC40.0K sharesnew addition2025-12-312026-02-11 KOPN KOPIN CORP7.0M sharesnew addition2025-12-312026-02-11 EQT CORP EQT CORP300.0K sharesnew addition2025-12-312026-02-11 ALPHABET INC ALPHABET INC50.0K sharesnew addition2025-12-312026-02-11 MSFT MICROSOFT CORP30.0K sharesnew addition2025-12-312026-02-11 TER TERADYNE INC70.0K sharesnew addition2025-12-312026-02-11 APP APPLOVIN CORP20.0K sharesnew addition2025-12-312026-02-11 MOD MODINE MFG CO100.0K sharesnew addition2025-12-312026-02-11 FSLR FIRST SOLAR INC50.0K sharesnew addition2025-12-312026-02-11 WGS GENEDX HOLDINGS CORP100.0K sharesnew addition2025-12-312026-02-11 SHLS SHOALS TECHNOLOGIES GROUP IN1.5M sharesnew addition2025-12-312026-02-11 MIR MIRION TECHNOLOGIES INC500.0K sharesnew addition2025-12-312026-02-11 ALM ALMONTY INDS INC1.3M sharesnew addition2025-12-312026-02-11 AXON AXON ENTERPRISE INC20.0K sharesnew addition2025-12-312026-02-11 ASML ASML HOLDING N V10.0K sharesnew addition2025-12-312026-02-11 RRC RANGE RES CORP300.0K sharesnew addition2025-12-312026-02-11 AMAT APPLIED MATLS INC40.0K sharesnew addition2025-12-312026-02-11 KARO KAROOOOO LTD225.2K sharesnew addition2025-12-312026-02-11 GRMN GARMIN LTD50.0K sharesnew addition2025-12-312026-02-11 DOCN DIGITALOCEAN HLDGS INC200.0K sharesnew addition2025-12-312026-02-11 ORA ORMAT TECHNOLOGIES INC80.0K sharesnew addition2025-12-312026-02-11 BV BRIGHTVIEW HLDGS INC650.0K sharesnew addition2025-12-312026-02-11 HLMN HILLMAN SOLUTIONS CORP950.0K sharesnew addition2025-12-312026-02-11 ALNT ALLIENT INC150.0K sharesnew addition2025-12-312026-02-11 CAMT CAMTEK LTD70.0K sharesnew addition2025-12-312026-02-11 CLBT CELLEBRITE DI LTD400.0K sharesnew addition2025-12-312026-02-11 CDXS CODEXIS INC3.8M sharesnew addition2025-12-312026-02-11 ARM ARM HOLDINGS PLC50.0K sharesnew addition2025-12-312026-02-11 ASPI ASP ISOTOPES INC825.0K sharesnew addition2025-12-312026-02-11 BDSX BIODESIX INC427.8K shares30.50%2026-01-222026-01-26 LPTH LIGHTPATH TECHNOLOGIES INC385.0K sharesnew addition2025-12-312026-02-11 RIVN RIVIAN AUTOMOTIVE INC200.0K sharesnew addition2025-12-312026-02-11 EPAC ENERPAC TOOL GROUP CORP100.0K sharesnew addition2025-12-312026-02-11 ASPN ASPEN AEROGELS INC1.0M sharesnew addition2025-12-312026-02-11 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available