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| Name: |
TELEMARK ASSET MANAGEMENT LLC |
| City: |
BOSTON |
| State: |
MA |
| Zip: |
02110 |
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data |
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Filing Period: |
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| Holdings
Found :
12 |
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Page 1 of 1 |
Menu
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Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
MRNA |
Moderna, Inc. |
6 |
- |
$0.00 |
$26,640,000 |
250,000 |
2.75% |
26,640,000 |
250,000 |
0.063 |
N/A |
|
|
CSGP |
CoStar Group Inc |
10 |
- |
$73.93 |
$24,150,000 |
250,000 |
2.5% |
11,041,000 |
100,000 |
0.061 |
Business Software & S... |
|
|
IOSP |
Innospec Inc |
12 |
- |
$122.91 |
$20,630,000 |
160,000 |
2.13% |
2,514,000 |
13,000 |
0.644 |
Specialty Chemicals |
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CCCS |
Dragoneer Growth Opportunit... |
16 |
- |
$11.61 |
$17,940,000 |
1,500,000 |
1.85% |
6,550,000 |
500,000 |
0.235 |
N/A |
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NOVT |
Novanta Inc |
19 |
- |
$161.26 |
$17,477,000 |
100,000 |
1.81% |
9,056,000 |
50,000 |
0.28 |
Scientific & Technica... |
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LSCC |
Lattice Semiconductor Corp |
21 |
- |
$60.22 |
$15,646,000 |
200,000 |
1.62% |
15,646,000 |
200,000 |
0.132 |
Semiconductor - Speci... |
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GOOGL |
Alphabet Inc |
24 |
- |
$176.79 |
$15,093,000 |
100,000 |
1.56% |
15,093,000 |
100,000 |
0.002 |
Search Engines & Info... |
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BWXT |
BWX Technologies Inc |
48 |
- |
$44.15 |
$5,131,000 |
50,000 |
0.53% |
5,131,000 |
50,000 |
0.052 |
Closed - End Fund - E... |
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TTGT |
Techtarget Inc |
50 |
- |
$29.25 |
$4,962,000 |
150,000 |
0.51% |
779,000 |
30,000 |
0 |
Business Services |
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FLYW |
Flywire Corp |
49 |
- |
$16.05 |
$4,962,000 |
200,000 |
0.51% |
2,184,000 |
80,000 |
0.674 |
N/A |
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UDMY |
Udemy, Inc. |
55 |
- |
$8.31 |
$3,294,000 |
300,000 |
0.34% |
53,000 |
80,000 |
0.216 |
N/A |
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BDSX |
Biodesix Inc |
57 |
- |
$0.00 |
$1,896,000 |
1,326,000 |
0.2% |
1,756,000 |
1,250,000 |
4.996 |
N/A |
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