News + Filings Holdings
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Telemark Asset Management, LLC
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Changes: All | New | Increased | Decreased | Sold Out |
Portfolio as of: |
| Name | Ticker | Class | Shares | Change | Value | Change | % Port | % OS | Hist | Date |
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NVIDIA CORP
| NVDA | Common | 150,000 | 50,000 | 63,453,000,000 | 35,676,000,000 | 8.61 | 0.01 |
Hist
| 06/30/2023 |
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AMAZON COM INC
| AMZN | Common | 300,000 | 100,000 | 39,108,000,000 | 18,450,000,000 | 5.31 | |
Hist
| 06/30/2023 |
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TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD
| TSM | SPONSORED ADS | 250,000 | 150,000 | 25,230,000,000 | 15,928,000,000 | 3.42 | |
Hist
| 06/30/2023 |
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CLEAN HARBORS INC
| CLHB | Common | 150,000 | 50,000 | 24,664,500,000 | 10,408,500,000 | 3.35 | 0.28 |
Hist
| 06/30/2023 |
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ServiceNow, Inc.
| NOW | COM | 25,000 | 15,000 | 14,049,250,000 | 9,402,050,000 | 1.91 | |
Hist
| 06/30/2023 |
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CAMECO CORP
| CCJ | Common | 1,200,000 | 50,000 | 37,596,000,000 | 7,500,500,000 | 5.10 | |
Hist
| 06/30/2023 |
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Workday, Inc.
| WDAY | Common | 45,000 | 25,000 | 10,165,050,000 | 6,034,250,000 | 1.38 | |
Hist
| 06/30/2023 |
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LATTICE SEMICONDUCTOR CORP
| LSCC | Common | 250,000 | 50,000 | 24,017,500,000 | 4,917,500,000 | 3.26 | |
Hist
| 06/30/2023 |
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Alphabet Inc.
| GOOGL | COM | 100,000 | 30,000 | 11,970,000,000 | 4,708,900,000 | 1.62 | |
Hist
| 06/30/2023 |
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HESS CORP
| HES | Common | 200,000 | 20,000 | 27,190,000,000 | 3,368,800,000 | 3.69 | 0.07 |
Hist
| 06/30/2023 |
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Moderna, Inc.
| MRNA | Common | 200,000 | 50,000 | 24,300,000,000 | 1,263,000,000 | 3.30 | 0.05 |
Hist
| 06/30/2023 |
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