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  Name: TELEMARK ASSET MANAGEMENT LLC
  City: BOSTON
  State: MA
  Zip: 02110
   
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Portfolio Summary View Filing
  Filing Report Date : 2023-12-31
  Total Value : $671,438,000
  Total Value Change : $12,385,000
  Securities Held Change : -1
   
All Securities Held : 47
  New Positions : 13
  Closed Positions : 14
  Increased Positions : 15
  Unchanged Positions : 13
  Decreased Positions : 6

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Holdings Found : 12     View All Holdings Currently Viewing:  New Positions     Page 1 of 1
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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
   (AMAT)1 Year Chart         AMAT Applied Materials Inc 13 New $203.38 $16,207,000 100,000 2.41% 16,207,000 100,000 0.011    Semiconductor Equipme...
   (PINS)1 Year Chart         PINS Pinterest, Inc. 18 New $33.96 $14,816,000 400,000 2.21% 14,816,000 400,000 0.071    N/A
   (CAMT)1 Year Chart         CAMT Camtek Ltd 22 New $82.16 $12,142,000 175,000 1.81% 12,142,000 175,000 0.446    Scientific & Technica...
   (ONTO)1 Year Chart         ONTO Onto Innovation Inc 24 New $189.77 $11,468,000 75,000 1.71% 11,468,000 75,000 0.153    Scientific & Technica...
   (RXST)1 Year Chart         RXST Rxsight, Inc. 33 New $52.77 $8,064,000 200,000 1.2% 8,064,000 200,000 0.741    N/A
   (CRM)1 Year Chart         CRM Salesforce.com Inc 34 New $274.29 $7,894,000 30,000 1.18% 7,894,000 30,000 0.003    Internet Software & S...
   (ZI)1 Year Chart         ZI Zoominfo Technologies Inc. 36 New $16.37 $7,396,000 400,000 1.1% 7,396,000 400,000 0.099    N/A
   (UBER)1 Year Chart         UBER Uber Technologies, Inc 37 New $69.05 $6,157,000 100,000 0.92% 6,157,000 100,000 0.006    N/A
   (KLAC)1 Year Chart         KLAC KLA-Tencor Corp 38 New $706.26 $5,813,000 10,000 0.87% 5,813,000 10,000 0.006    Semiconductor Equipme...
   (ENPH)1 Year Chart         ENPH Enphase Energy, Inc. 40 New $111.93 $5,286,000 40,000 0.79% 5,286,000 40,000 0.032    Semiconductor Equipme...
   (UDMY)1 Year Chart         UDMY Udemy, Inc. 44 New $10.18 $3,241,000 220,000 0.48% 3,241,000 220,000 0.158    N/A
   (BDSX)1 Year Chart         BDSX Biodesix Inc 46 New $0.00 $140,000 76,000 0.02% 140,000 76,000 0.286    N/A

      12 Records Found
  1    
Page 1 of 1
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