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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 $1,384,075,474
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Nvidia Corp
 NVDA 600,000 $120,054,000 8.67%
2.
Cameco Corp
 CCJ 900,000 $91,674,000 6.62%
3.
Novanta Inc
 NOVT 425,000 $68,952,000 4.98%
4.
Heico Corp
 HEI 140,000 $49,866,600 3.6%
5.
Moderna Inc.
 MRNA 700,000 $49,021,000 3.54%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.