Telemark Asset Management, LLC
CIK Number: 0001420816
Main Sectors:
Top Industries:
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
|---|---|---|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA Corporat... | 159.21 | +1.25% | 1.15M | 0.00% | 154.43M | 32.62 | 15.40% |
| 2 | CCJ | Cameco Corporat... | 73.17 | +2.10% | 1.3M | 0.00% | 66.81M | 26.76 | 6.66% |
| 3 | AMZN | Amazon.com, Inc... | 222.99 | +1.40% | 250K | 0.00% | 54.85M | 56.87 | 5.47% |
| 4 | HEI | HEICO Corporati... | 324.67 | +1.83% | 140K | 0.00% | 33.28M | 103.44 | 3.32% |
| 5 | CLH | Clean Harbors, ... | 234.15 | +1.65% | 130K | 0.00% | 29.92M | 119.65 | 2.98% |
| 6 | TSM | Taiwan Semicond... | 235.18 | +0.68% | 150K | +50.00% | 29.62M | 143.43 | 2.95% |
| 7 | META | Meta Platforms,... | 717.83 | +0.60% | 50K | 0.00% | 29.28M | 332.46 | 2.92% |
| 8 | CSGP | CoStar Group, I... | 82.12 | +0.86% | 400K | -20% | 28.64M | 82.22 | 2.86% |
| 9 | GRMN | Garmin Ltd. | 214.77 | +0.65% | 135K | 0.00% | 27.85M | 112.4 | 2.78% |
| 10 | NOW | ServiceNow, Inc... | 1044.69 | +3.46% | 25K | -37.5% | 26.5M | 662.32 | 2.64% |
| 11 | BILL | Bill.com Holdin... | 48.21 | +3.55% | 300K | +100.00% | 25.41M | 68.74 | 2.53% |
| 12 | NOVT | Novanta Inc. | 133.33 | +0.36% | 160K | +60.00% | 24.44M | 126.69 | 2.44% |
| 13 | ASPN | Aspen Aerogels,... | 6.46 | +1.89% | 1.89M | +26.80% | 22.48M | 8.57 | 2.24% |
| 14 | FFIV | F5, Inc. | 300.13 | +1.35% | 80K | +33.33% | 20.12M | 228.02 | 2.01% |
| 15 | GLW | Corning Incorpo... | 53.04 | +0.61% | 400K | 0.00% | 19.01M | 38.66 | 1.90% |
| 16 | ARM | Arm Holdings pl... | 155.06 | +0.28% | 150K | 0.00% | 18.5M | 58.93 | 1.85% |
| 17 | AXON | Axon Enterprise... | 795.00 | +2.64% | 30K | 0.00% | 17.83M | 199.6 | 1.78% |
| 18 | CCCS | CCC Intelligent... | 9.75 | +1.46% | 1.45M | 0.00% | 17.01M | 11.89 | 1.70% |
| 19 | IOSP | Innospec Inc. | 88.70 | +0.67% | 140K | 0.00% | 15.41M | 96.68 | 1.54% |
| 20 | AMSC | American Superc... | 40.62 | +3.65% | 600K | 0.00% | 14.78M | 16.65 | 1.47% |
| 21 | VRRM | Verra Mobility ... | 25.65 | +0.47% | 600K | -14.29% | 14.51M | 18.08 | 1.45% |
| 22 | RRC | Range Resources... | 38.62 | -0.49% | 400K | +100.00% | 14.39M | 35.98 | 1.44% |
| 23 | CDXS | Codexis, Inc. | 2.78 | -1.07% | 3M | +11.26% | 14.31M | 7.08 | 1.43% |
| 24 | EQT | EQT Corporation | 55.31 | -1.48% | 300K | +100.00% | 13.83M | 46.11 | 1.38% |
| 25 | VRT | Vertiv Holdings... | 127.66 | +2.68% | 120K | +300.00% | 13.63M | 110.08 | 1.36% |
| 26 | BV | BrightView Hold... | 15.70 | +3.63% | 850K | +6.25% | 13.59M | 13.28 | 1.36% |
| 27 | MSFT | Microsoft Corpo... | 498.62 | +1.53% | 30K | +50.00% | 12.64M | 379.36 | 1.26% |
| 28 | WCN | Waste Connectio... | 180.67 | +1.44% | 70K | 0.00% | 12.01M | 125.21 | 1.20% |
| 29 | NXE | NexGen Energy L... | 6.82 | +0.59% | 1.8M | -10% | 11.88M | 8.05 | 1.18% |
| 30 | GOOGL | Alphabet Inc. | 179.23 | +0.33% | 60K | +100.00% | 11.36M | 189.3 | 1.13% |
| 31 | BWXT | BWX Technologie... | 142.91 | +1.52% | 100K | 0.00% | 11.14M | 97.97 | 1.11% |
| 32 | RXST | RxSight, Inc. | 13.05 | -0.68% | 321K | +6.64% | 11.04M | 45.14 | 1.10% |
| 33 | CLBT | Cellebrite DI L... | 15.35 | +0.99% | 500K | +25.00% | 11.02M | 17.88 | 1.10% |
| 34 | ADI | Analog Devices,... | 246.00 | +0.35% | 50K | 0.00% | 10.62M | 225.18 | 1.06% |
| 35 | AAPL | Apple Inc. | 213.34 | +0.42% | 40K | +100.00% | 10.02M | 250.42 | 1.00% |
| 36 | TEAM | Atlassian Corpo... | 213.72 | +3.36% | 40K | +100.00% | 9.74M | 243.38 | 0.97% |
| 37 | HLMN | Hillman Solutio... | 7.70 | +1.31% | 900K | +20.00% | 8.77M | 9.16 | 0.87% |
| 38 | MIR | Mirion Technolo... | 20.71 | +1.42% | 500K | +25.00% | 8.72M | 12.35 | 0.87% |
| 39 | OSIS | OSI Systems, In... | 232.51 | +1.69% | 50K | +100.00% | 8.37M | 167.43 | 0.83% |
| 40 | EA | Electronic Arts... | 155.37 | -1.06% | 50K | 0.00% | 7.32M | 143.44 | 0.73% |
| 41 | HUBS | HubSpot, Inc. | 560.86 | +2.72% | 10K | +100.00% | 6.97M | 696.77 | 0.69% |
| 42 | CRM | Salesforce, Inc... | 272.15 | +1.09% | 20K | +100.00% | 6.69M | 334.33 | 0.67% |
| 43 | ASPI | ASP Isotopes In... | 6.91 | -1.71% | 1.48M | -13.24% | 6.68M | 2.78 | 0.67% |
| 44 | KRNT | Kornit Digital ... | 19.99 | +1.37% | 200K | +400.00% | 6.19M | 29.93 | 0.62% |
| 45 | SNX | TD SYNNEX Corpo... | 140.21 | +0.67% | 50K | +100.00% | 5.86M | 117.28 | 0.58% |
| 46 | TWLO | Twilio Inc. | 120.27 | +3.23% | 50K | +100.00% | 5.4M | 108.08 | 0.54% |
| 47 | TXN | Texas Instrumen... | 215.92 | +0.15% | 25K | -64.29% | 4.69M | 201.44 | 0.47% |
| 48 | SMWB | Similarweb Ltd. | 8.84 | +4.00% | 300K | +100.00% | 4.25M | 14.17 | 0.42% |
| 49 | TRMB | Trimble Inc. | 80.00 | +2.75% | 60K | +100.00% | 4.24M | 70.66 | 0.42% |
| 50 | KVYO | Klaviyo, Inc. | 33.91 | +3.23% | 100K | +100.00% | 4.12M | 41.24 | 0.41% |
| 51 | AMPS | Altus Power, In... | 4.99 | -0.2% | 910K | -5.21% | 3.7M | 9.93 | 0.37% |
| 52 | TTGT | TechTarget, Inc... | 6.94 | +0.36% | 150K | +100.00% | 2.97M | 19.82 | 0.30% |