Telemark Asset Management
$1.1B Assets Reported
67 Holdings
Latest filing 2026-03-31
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | 600,000 | $105M | 9.7% |
| CCJ | CAMECO CORP | 900,000 | $98M | 9.0% |
| HAL | HALLIBURTON CO | 1,200,000 | $47M | 4.3% |
| NOVT | NOVANTA INC | 375,000 | $44M | 4.1% |
| AMZN | AMAZON COM INC | 200,000 | $42M | 3.9% |
| HEI | HEICO CORP NEW | 140,000 | $38M | 3.5% |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | 100,000 | $34M | 3.1% |
| SLB | SLB LIMITED | 600,000 | $31M | 2.9% |
| PLTR | PALANTIR TECHNOLOGIES INC | 200,000 | $29M | 2.7% |
| CLH | CLEAN HARBORS INC | 100,000 | $29M | 2.7% |
Track Telemark Asset Management's 13F portfolio: $1.1B in reported holdings, 67 positions. Top holdings, AUM, and quarterly changes on SentiSense.