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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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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 |
|
NVDA |
NVIDIA Corporation |
1 |
- |
$877.35 |
$69,331,000 |
140,000 |
10.33% |
8,432,000 |
0 |
0.006 |
Semiconductor - Speci... |
|
|
CCJ |
Cameco Corporation (USA) |
2 |
- |
$49.35 |
$51,720,000 |
1,200,000 |
7.7% |
4,152,000 |
0 |
0.303 |
Industrial Metals & M... |
|
|
AMZN |
Amazon.com Inc |
3 |
- |
$179.62 |
$37,985,000 |
250,000 |
5.66% |
6,205,000 |
0 |
0.002 |
Internet Software & S... |
|
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HEI |
Heico Corp |
5 |
- |
$206.46 |
$25,042,000 |
140,000 |
3.73% |
2,372,000 |
0 |
0.258 |
Aerospace/Defense Pro... |
|
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HEI.A |
Heico Corp Class A |
10 |
- |
$166.72 |
$17,805,000 |
125,000 |
2.65% |
1,652,000 |
0 |
0.155 |
Aerospace/Defense Pro... |
|
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NOW |
Servicenow, Inc. |
12 |
- |
$723.55 |
$17,662,000 |
25,000 |
2.63% |
3,688,000 |
0 |
0.013 |
Information Technolog... |
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GRMN |
Garmin Ltd |
15 |
- |
$143.45 |
$15,425,000 |
120,000 |
2.3% |
2,801,000 |
0 |
0.063 |
Scientific & Technica... |
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AIXXF |
Aixtron |
21 |
- |
$24.95 |
$12,805,000 |
300,000 |
1.91% |
1,761,000 |
0 |
0 |
N/A |
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ADBE |
Adobe Systems Inc |
23 |
- |
$477.56 |
$11,932,000 |
20,000 |
1.78% |
1,734,000 |
0 |
0.004 |
Application Software |
|
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NOVT |
Novanta Inc |
28 |
- |
$159.41 |
$8,421,000 |
50,000 |
1.25% |
1,249,000 |
0 |
0.14 |
Scientific & Technica... |
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WDAY |
Workday, Inc. |
29 |
- |
$251.04 |
$8,282,000 |
30,000 |
1.23% |
1,836,000 |
0 |
0.015 |
Application Software |
|
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TSM |
Taiwan Semiconductor Mfg. C... |
35 |
- |
$138.30 |
$7,800,000 |
75,000 |
1.16% |
1,282,000 |
0 |
0.001 |
Semiconductor - Integ... |
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MA |
MasterCard Inc A |
41 |
- |
$462.42 |
$4,265,000 |
10,000 |
0.64% |
306,000 |
0 |
0.001 |
Business Services |
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