Instuitional Investor - Telemark Asset Management, Llc

Fund Profile
Filing Period:
Fund Name: Telemark Asset Management, Llc
Portfolio Value $964,514,000
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value (x$1000) % Port
1. AMZN 35,000 $113,993 11.81%
2. CDXS 2,945,211 $64,294 6.66%
3. ASPN 2,250,000 $37,553 3.89%
4. TRMB 480,000 $32,050 3.32%
5. TER 250,000 $29,973 3.1%