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Home > Institutional Investor > Telemark Asset Management, Llc > Profile

Instuitional Investor - Telemark Asset Management, Llc

Fund Profile
Filing Period:
Fund Name: Telemark Asset Management, Llc
Portfolio Value $764,286,802
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Nvidia Corp
 NVDA 800,000 $86,704,000 11.34%
2.
Cameco Corp
 CCJ 1,000,000 $41,160,000 5.39%
3.
Costar Group Inc.
 CSGP 500,000 $39,615,000 5.18%
4.
Amazon Com Inc
 AMZN 200,000 $38,052,000 4.98%
5.
Heico Corp
 HEI, HEI.A 140,000 $37,406,600 4.89%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)