Telemark Asset Management, LLC Portfolio Holdings
Telemark Asset Management, LLC
- $692 Million
- Q1 2025
Telemark Asset Management, LLC has filed its 13F form on May 12, 2025 for Q1 2025 where it was disclosed a total value porftolio of $692 Million distributed in 47 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $86.7M, Cameco Corp with a value of $41.2M, Costar Group, Inc. with a value of $39.6M, Amazon Com Inc with a value of $38.1M, and Heico Corp with a value of $37.4M.
Examining the 13F form we can see an decrease of $243M in the current position value, from $935M to 692M.
Telemark Asset Management, LLC is based out at Boston, MA
Below you can find more details about Telemark Asset Management, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$692 Million
Technology: $237 Million
Industrials: $180 Million
Energy: $90.5 Million
Real Estate: $50.5 Million
Consumer Cyclical: $38.1 Million
Healthcare: $35.2 Million
Communication Services: $34.4 Million
Basic Materials: $27.3 Million
Other: $0