Instuitional Investor - Telemark Asset Management, Llc
13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Invesco Qqq TrPUTPUT | 290,000 | $159,975,600 | 14.51% | |
| 2. | NVDA | 600,000 | $94,794,000 | 8.6% | |
| 3. | CCJ | 1,000,000 | $74,230,000 | 6.73% | |
| 4. | HEI, HEI.A | 140,000 | $45,920,000 | 4.17% | |
| 5. | META | 60,000 | $44,285,400 | 4.02% |
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