Telemark Asset Management, LLC Purchases and Sells in Q1 2025

Telemark Asset Management, LLC

$692 Million
Q1 2025

Top Buys

Incresed Positions

9 operations

Stock	Shares change	Price Range	Shares Held	Trade History
WCN	80K + 114.29%	$169.89 - $195.19 $13.6M - $15.6M	150K $29.3M
RRC	300K + 75.0%	$35.22 - $41.29 $10.6M - $12.4M	700K $28M
TRMB	190K + 316.67%	$65.52 - $77.49 $12.4M - $14.7M	250K $16.4M
CSGP	100K + 25.0%	$69.29 - $80.37 $6.93M - $8.04M	500K $39.6M
ADI	50K + 100.0%	$201.56 - $243.82 $10.1M - $12.2M	100K $20.2M
EQT	100K + 33.33%	$46.16 - $54.25 $4.62M - $5.43M	400K $21.4M

New Holdings

9 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VRTX	40K New	$402.49 - $513.76 $16.1M - $20.6M	40K $19.4M
FNV	100K New	$120.72 - $157.56 $12.1M - $15.8M	100K $15.8M
MT	400K New	$21.82 - $33.93 $8.73M - $13.6M	400K $11.5M
AMT	50K New	$173.46 - $217.6 $8.67M - $10.9M	50K $10.9M
DE	20K New	$408.57 - $509.27 $8.17M - $10.2M	20K $9.39M
KOPN	3M New	$0.93 - $2.03 $2.79M - $6.09M	3M $2.79M

Top Sells

Reduced Positions

16 operations

Stock	Shares change	Price Range	Shares Held	Trade History
NVDA	-350K - 30.43%	$106.98 - $149.43 $37.4M - $52.3M	800K $86.7M
CCJ	-300K - 23.08%	$40.64 - $56.86 $12.2M - $17.1M	1M $41.2M
AMZN	-50K - 20.0%	$190.26 - $242.06 $9.51M - $12.1M	200K $38.1M
CCCS	-950K - 65.52%	$8.92 - $11.7 $8.47M - $11.1M	500K $4.52M
NOVT	-70K - 43.75%	N/A	90K $14.2M
VRRM	-400K - 66.67%	$19.76 - $26.87 $7.9M - $10.7M	200K $4.5M

Activity Summary All Purchases 18 New Holdings 9 Increased Positions 9 All Sells 16 Reductions 16 Sold out 0 Calls 0 Puts 0

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