Instuitional Investor - Telemark Asset Management, Llc
13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | NVDA | 600,000 | $111,948,000 | 10.63% | |
| 2. | CCJ | 1,000,000 | $83,860,000 | 7.96% | |
| 3. | CSGP | 550,000 | $46,403,500 | 4.4% | |
| 4. | HEI, HEI.A | 140,000 | $45,194,800 | 4.29% | |
| 5. | META | 60,000 | $44,062,800 | 4.18% |
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