Telemark Asset Management, LLC
CIK Number: 0001420816
764.29M
Market Value
52
# of Holdings
8 months
Avg. Holding Period
38.81%
Win Rate
6.05%
Peformance 3-Years
Main Sectors:
Top Industries:
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
|---|---|---|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA Corporat... | 141.29 | +2.85% | 1.15M | 0.00% | 154.43M | 32.62 | 15.40% |
| 2 | CCJ | Cameco Corporat... | 59.71 | +2.63% | 1.3M | 0.00% | 66.81M | 26.76 | 6.66% |
| 3 | AMZN | Amazon.com, Inc... | 205.85 | -0.39% | 250K | 0.00% | 54.85M | 56.87 | 5.47% |
| 4 | HEI | HEICO Corporati... | 298.50 | -0.8% | 140K | 0.00% | 33.28M | 103.44 | 3.32% |
| 5 | CLH | Clean Harbors, ... | 227.02 | +0.55% | 130K | 0.00% | 29.92M | 119.65 | 2.98% |
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