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Name: |
TELEMARK ASSET MANAGEMENT LLC |
City: |
BOSTON |
State: |
MA |
Zip: |
02110 |
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Holdings
Found :
12 |
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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 |
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AMAT |
Applied Materials Inc |
13 |
New |
$203.38 |
$16,207,000 |
100,000 |
2.41% |
16,207,000 |
100,000 |
0.011 |
Semiconductor Equipme... |
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PINS |
Pinterest, Inc. |
18 |
New |
$33.96 |
$14,816,000 |
400,000 |
2.21% |
14,816,000 |
400,000 |
0.071 |
N/A |
|
CAMT |
Camtek Ltd |
22 |
New |
$82.16 |
$12,142,000 |
175,000 |
1.81% |
12,142,000 |
175,000 |
0.446 |
Scientific & Technica... |
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ONTO |
Onto Innovation Inc |
24 |
New |
$189.77 |
$11,468,000 |
75,000 |
1.71% |
11,468,000 |
75,000 |
0.153 |
Scientific & Technica... |
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RXST |
Rxsight, Inc. |
33 |
New |
$52.77 |
$8,064,000 |
200,000 |
1.2% |
8,064,000 |
200,000 |
0.741 |
N/A |
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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... |
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ZI |
Zoominfo Technologies Inc. |
36 |
New |
$16.37 |
$7,396,000 |
400,000 |
1.1% |
7,396,000 |
400,000 |
0.099 |
N/A |
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UBER |
Uber Technologies, Inc |
37 |
New |
$69.05 |
$6,157,000 |
100,000 |
0.92% |
6,157,000 |
100,000 |
0.006 |
N/A |
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KLAC |
KLA-Tencor Corp |
38 |
New |
$706.26 |
$5,813,000 |
10,000 |
0.87% |
5,813,000 |
10,000 |
0.006 |
Semiconductor Equipme... |
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ENPH |
Enphase Energy, Inc. |
40 |
New |
$111.93 |
$5,286,000 |
40,000 |
0.79% |
5,286,000 |
40,000 |
0.032 |
Semiconductor Equipme... |
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UDMY |
Udemy, Inc. |
44 |
New |
$10.18 |
$3,241,000 |
220,000 |
0.48% |
3,241,000 |
220,000 |
0.158 |
N/A |
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BDSX |
Biodesix Inc |
46 |
New |
$0.00 |
$140,000 |
76,000 |
0.02% |
140,000 |
76,000 |
0.286 |
N/A |
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