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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 :
15 |
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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 |
|
ARM |
Arm Holdings American Depos... |
4 |
- |
$101.95 |
$30,058,000 |
400,000 |
4.48% |
14,002,000 |
100,000 |
0.039 |
N/A |
|
|
ASPN |
Aspen Aerogels Inc |
7 |
- |
$16.10 |
$23,550,000 |
1,492,424 |
3.51% |
12,800,000 |
242,424 |
2.096 |
N/A |
|
|
FB |
Meta Platforms Inc |
11 |
- |
$443.29 |
$17,698,000 |
50,000 |
2.64% |
11,694,000 |
30,000 |
0.002 |
Internet Service Prov... |
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VRRM |
VERRA MOBILITY Corp |
14 |
- |
$24.23 |
$16,121,000 |
700,000 |
2.4% |
6,771,000 |
200,000 |
0.381 |
N/A |
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ASML |
ASML Holding N.V. (ADR) |
16 |
- |
$0.00 |
$15,138,000 |
20,000 |
2.25% |
6,308,000 |
5,000 |
0.005 |
Semiconductor Equipme... |
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MSFT |
Microsoft Corp |
17 |
- |
$406.32 |
$15,042,000 |
40,000 |
2.24% |
8,727,000 |
20,000 |
0.001 |
Application Software |
|
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CSGP |
CoStar Group Inc |
19 |
- |
$92.65 |
$13,109,000 |
150,000 |
1.95% |
3,113,000 |
20,000 |
0.037 |
Business Software & S... |
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AAXN |
Axon Enterprise Inc |
20 |
- |
$308.23 |
$12,917,000 |
50,000 |
1.92% |
8,937,000 |
30,000 |
0.079 |
Aerospace/Defense Pro... |
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CCCS |
Dragoneer Growth Opportunit... |
25 |
- |
$11.50 |
$11,390,000 |
1,000,000 |
1.7% |
3,714,000 |
425,000 |
0.157 |
N/A |
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CDXS |
Codexis Inc |
30 |
- |
$2.66 |
$8,224,000 |
2,696,411 |
1.22% |
3,453,000 |
171,911 |
4.156 |
Biotechnology |
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AMPS |
Altus Power Ord Shs Class A |
31 |
- |
$3.62 |
$8,196,000 |
1,200,000 |
1.22% |
2,421,000 |
100,000 |
0.781 |
N/A |
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MDB |
Mongodb Inc |
32 |
- |
$383.80 |
$8,177,000 |
20,000 |
1.22% |
4,718,000 |
10,000 |
0.029 |
N/A |
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HLMN |
Hillman Solutions Corp |
39 |
- |
$9.74 |
$5,710,000 |
620,000 |
0.85% |
760,000 |
20,000 |
0.297 |
N/A |
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TTGT |
Techtarget Inc |
42 |
- |
$29.25 |
$4,183,000 |
120,000 |
0.62% |
1,451,000 |
30,000 |
0.405 |
Business Services |
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FLYW |
Flywire Corp |
45 |
- |
$20.79 |
$2,778,000 |
120,000 |
0.41% |
-411,000 |
20,000 |
0.119 |
N/A |
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