Telemark Asset Management, LLC

CIK Number: 0001420816

990.32M
Market Value
55
# of Holdings
7 months
Avg. Holding Period
39.44%
Win Rate
-5.16%
Peformance 3-Years
Rank Symbol Name Price % Change Shares % Change Shares Market Value Avg. Price Paid % Weight
1 Nvidia Corporat...
134.16
-2.32% 1.15M -17.86% 139.66M 144.49 14.10%
2
Cameco Corp
54.29
-3.05% 1.30M +8.33% 62.09M 26.76 6.27%
3 Amazon Com Inc
227.50
-0.64% 250.00K 0.00% 46.58M 106.82 4.70%
4 Aspen Aerogels ...
13.20
+0.34% 1.49M 0.00% 41.33M 7.68 4.17%
5 Costar Group In...
75.08
-4.05% 500.00K +42.86% 37.72M 82.22 3.81%

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