Instuitional Investor - Telemark Asset Management, Llc

Fund Profile
Filing Period:
Fund Name: Telemark Asset Management, Llc
Portfolio Value $1,081,759,224
Filing Period:
No. Security Ticker Shares Value % Port
1. NVDA 600,000 $104,640,000 9.67%
2. CCJ 900,000 $97,749,000 9.04%
3. HAL 1,200,000 $46,788,000 4.33%
4. NOVT 375,000 $44,291,250 4.09%
5. AMZN 200,000 $41,654,000 3.85%