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| Name: |
TELEMARK ASSET MANAGEMENT LLC |
| City: |
BOSTON |
| State: |
MA |
| Zip: |
02110 |
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data |
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| Holdings
Found :
13 |
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Menu
 |
Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
SMCI |
Super Micro Computer Inc |
23 |
New |
$844.54 |
$15,150,000 |
15,000 |
1.57% |
15,150,000 |
15,000 |
0.029 |
Networking & Communic... |
|
|
NXE |
NexGen Energy Ltd |
28 |
New |
$7.04 |
$11,655,000 |
1,500,000 |
1.2% |
11,655,000 |
1,500,000 |
0.398 |
N/A |
|
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SCCO |
Southern Peru Copper Corp |
29 |
New |
$115.17 |
$10,652,000 |
100,000 |
1.1% |
10,652,000 |
100,000 |
0.013 |
Gold |
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GLD |
streetTRACKS Gold Trust |
31 |
New |
$215.73 |
$10,286,000 |
50,000 |
1.06% |
10,286,000 |
50,000 |
0.012 |
Closed - End Fund - E... |
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FCX |
Freeport McMoRan Copper & G... |
36 |
New |
$48.11 |
$9,404,000 |
200,000 |
0.97% |
9,404,000 |
200,000 |
0.014 |
Copper |
|
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DXCM |
DexCom Inc |
41 |
New |
$115.95 |
$6,935,000 |
50,000 |
0.72% |
6,935,000 |
50,000 |
0.013 |
Medical Instruments &... |
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PSX |
Phillips 66 |
43 |
New |
$136.76 |
$6,534,000 |
40,000 |
0.68% |
6,534,000 |
40,000 |
0.009 |
Oil & Gas Refining, P... |
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AMD |
Advanced Micro Devices Inc |
46 |
New |
$159.63 |
$5,415,000 |
30,000 |
0.56% |
5,415,000 |
30,000 |
0.002 |
Semiconductor- Broad... |
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AMSC |
American Superconductor Corp |
47 |
New |
$25.92 |
$5,404,000 |
400,000 |
0.56% |
5,404,000 |
400,000 |
1.449 |
Diversified Electronics |
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VRT |
Vertiv Holdings Co |
53 |
New |
$91.48 |
$4,084,000 |
50,000 |
0.42% |
4,084,000 |
50,000 |
0.013 |
N/A |
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AA |
Alcoa Upstream Corp |
54 |
New |
$37.90 |
$3,379,000 |
100,000 |
0.35% |
3,379,000 |
100,000 |
0.054 |
N/A |
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TRMB |
Trimble Navigation Ltd |
56 |
New |
$57.00 |
$3,218,000 |
50,000 |
0.33% |
3,218,000 |
50,000 |
0.02 |
Scientific & Technica... |
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BV |
Brightview Holdings Inc |
58 |
New |
$13.58 |
$238,000 |
20,000 |
0.02% |
238,000 |
20,000 |
0.019 |
N/A |
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