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Institutional TrackerDetails

Telemark Asset Management, LLC

Industry Distribution

Electronics29.21%

Utilities14.02%

Defense11.30%

Computer10.29%

Medical Biology8.04%

Other27.14%

Holdings Change

Increased

SymbolStock NameChange% Change

BVBrightView Holdings+100.00K+0.11%CSGPCoStar+150.00K+0.04%HLMNHillman Solutions+50.00K+0.03%CCOCameco Corp+100.00K+0.02%FNVFranco-Nevada Corp+20.00K+0.01%GRMNGarmin+15.00K+0.01%NOWServiceNow+15.00K+0.01%TXNTexas Instruments+40.00K+0.00%

Decreased

SymbolStock NameChange% Change

LUCKLucky Strike Entertainment-875.00K-0.60%AMPSAltus Power-240.00K-0.15%TTGTToro Combineco-30.00K-0.10%IOSPInnospec-20.00K-0.08%ONTOOnto Innovation-25.00K-0.05%AXONAxon Enterprise-20.00K-0.03%ARMArm Holdings-150.00K-0.01%GLWCorning-100.00K-0.01%CCCSCCC Intelligent Solutions Holdings-50.00K-0.01%FCXFreeport-McMoRan-100.00K-0.01%AMATApplied Materials-50.00K-0.01%ADIAnalog Devices-20.00K-0.00%ASMLASML Holding-10.00K-0.00%NVDANVIDIA-250.00K-0.00%MSFTMicrosoft-20.00K-0.00%

New

SymbolStock NameChange% Change

ASPIASP Isotopes+1.70M+2.38%TERNTerns Pharmaceuticals+300.00K+0.35%PIImpinj+60.00K+0.21%MIRMirion+400.00K+0.19%CLBTCellebrite+400.00K+0.18%BILLBILL Holdings+150.00K+0.14%FFIVF5 Inc+60.00K+0.10%KRNTKornit Digital+40.00K+0.08%ALNYAlnylam Pharmaceuticals+100.00K+0.08%AEMAgnico Eagle+100.00K+0.02%EAElectronic Arts Inc+50.00K+0.02%WPMWheaton Precious Metals Corp+60.00K+0.01%NEMNewmont+120.00K+0.01%VRTVertiv Holdings+30.00K+0.01%

Sold Out

SymbolStock NameChange% Change

CAMTCamtek-120.00K-0.26%VECOVeeco Instruments-100.00K-0.18%AAAlcoa-400.00K-0.15%LNTHLantheus-80.00K-0.12%MRNAModerna-250.00K-0.06%AEISAdvanced Energy Industries-20.00K-0.05%TERTeradyne-60.00K-0.04%SMCISuper Micro Computer-150.00K-0.03%TRMBTrimble-50.00K-0.02%MCHPMicrochip Technology-100.00K-0.02%GMGeneral Motors-200.00K-0.02%SCCOSouthern Copper-102.24K-0.01%MUMicron Technology-50.00K-0.00%GOOGLAlphabet-A-100.00K-0.00%

Holdings List

Latest

2024Q3

2024Q2

2024Q1

2023Q4

2023Q3

2023Q2

2023Q1

2022Q4

2022Q3

SymbolStock Name

% PositionsChange% ChangeHoldings MV% of Total SharesIndustryPricePosition DateSource

NVDANVIDIA

13.72%-250.00K-0.00%134.54M0.00%Electronics138.965Sep 30, 202413F

HEIHeico

7.09%0.000.00%69.50M0.19%Defense239.420Sep 30, 202413F

CCOCameco Corp

6.43%+100.00K+0.02%63.10M0.30%Utilities75.660Sep 30, 202413F

AMZNAmazon

4.72%0.000.00%46.28M0.00%Commerce227.840Sep 30, 202413F

ASPNAspen Aerogels

3.97%0.000.00%38.89M1.82%Construction Decoration12.060Sep 30, 202413F

CSGPCoStar

3.81%+150.00K+0.04%37.33M0.12%Real Estate72.640Sep 30, 202413F

NOWServiceNow

3.54%+15.00K+0.01%34.69M0.02%Computer1097.110Sep 30, 202413F

CLHClean Harbors

3.19%0.000.00%31.32M0.24%Utilities230.530Sep 30, 202413F

METAMeta Platforms

2.94%0.000.00%28.80M0.00%Internet & Media602.240Sep 30, 202413F

ALNYAlnylam Pharmaceuticals

2.81%+100.00K+0.08%27.61M0.08%Medical Biology242.535Sep 30, 202413F

GRMNGarmin

2.37%+15.00K+0.01%23.24M0.07%Electronics210.570Sep 30, 202413F

ARMArm Holdings

2.08%-150.00K-0.01%20.41M0.01%Electronics131.792Sep 30, 202413F

VRRMVerra Mobility

1.97%0.000.00%19.33M0.42%Construction Decoration23.850Sep 30, 202413F

GLWCorning

1.81%-100.00K-0.01%17.71M0.05%Electronics47.830Sep 30, 202413F

NOVTNovanta

1.78%0.000.00%17.48M0.28%Electronics155.660Sep 30, 202413F

TSMTaiwan Semiconductor

1.75%0.000.00%17.15M0.00%Electronics205.535Sep 30, 202413F

CCCSCCC Intelligent Solutions Holdings

1.60%-50.00K-0.01%15.67M0.23%Computer11.795Sep 30, 202413F

IOSPInnospec

1.59%-20.00K-0.08%15.61M0.56%Chemicals110.445Sep 30, 202413F

FCXFreeport-McMoRan

1.54%-100.00K-0.01%15.07M0.02%Non-Ferrous Metals39.175Sep 30, 202413F

BDSXBiodesix

1.49%0.000.00%14.66M5.69%Medical Biology1.440Sep 30, 202413F

FSLRFirst Solar

1.47%0.000.00%14.44M0.06%Utilities185.471Sep 30, 202413F

RXSTRxSight

1.45%0.000.00%14.19M0.75%Medical Biology35.085Sep 30, 202413F

TXNTexas Instruments

1.43%+40.00K+0.00%14.02M0.01%Electronics192.141Sep 30, 202413F

NXENexGen Energy Ltd

1.35%0.000.00%13.27M0.35%Utilities9.950Sep 30, 202413F

FFIVF5 Inc

1.34%+60.00K+0.10%13.11M0.10%Computer256.700Sep 30, 202413F

AMSCAmerican Superconductor

1.30%0.000.00%12.80M1.52%Defense25.350Sep 30, 202413F

PIImpinj

1.29%+60.00K+0.21%12.70M0.21%Electronics147.865Sep 30, 202413F

BVBrightView Holdings

1.27%+100.00K+0.11%12.46M0.84%Other16.100Sep 30, 202413F

WCNWaste Connections

1.27%0.000.00%12.42M0.03%Utilities172.000Sep 30, 202413F

AXONAxon Enterprise

1.22%-20.00K-0.03%11.98M0.04%Defense625.000Sep 30, 202413F

VRTXVertex Pharmaceuticals

1.20%0.000.00%11.74M0.01%Medical Biology408.590Sep 30, 202413F

BWXTBWX Technologies

1.14%0.000.00%11.14M0.11%Defense112.630Sep 30, 202413F

ADIAnalog Devices

1.14%-20.00K-0.00%11.14M0.01%Electronics217.640Sep 30, 202413F

UBERUber Technologies

1.14%0.000.00%11.14M0.01%Computer61.525Sep 30, 202413F

MSFTMicrosoft

0.86%-20.00K-0.00%8.40M0.00%Computer437.640Sep 30, 202413F

ASMLASML Holding

0.84%-10.00K-0.00%8.20M0.00%Electronics719.100Sep 30, 202413F

CDXSCodexis

0.84%0.000.00%8.20M3.31%Medical Biology4.970Sep 30, 202413F

AEMAgnico Eagle

0.83%+100.00K+0.02%8.15M0.02%Non-Ferrous Metals79.370Sep 30, 202413F

HLMNHillman Solutions

0.80%+50.00K+0.03%7.80M0.38%Mechanical Equipment9.830Sep 30, 202413F

BILLBILL Holdings

0.78%+150.00K+0.14%7.69M0.14%Computer88.790Sep 30, 202413F

EAElectronic Arts Inc

0.72%+50.00K+0.02%7.10M0.02%Internet & Media148.830Sep 30, 202413F

CLBTCellebrite

0.67%+400.00K+0.18%6.61M0.18%Computer22.504Sep 30, 202413F

NEMNewmont

0.66%+120.00K+0.01%6.46M0.01%Non-Ferrous Metals38.455Sep 30, 202413F

FNVFranco-Nevada Corp

0.64%+20.00K+0.01%6.24M0.03%Non-Ferrous Metals170.670Sep 30, 202413F

ONTOOnto Innovation

0.61%-25.00K-0.05%6.02M0.06%Electronics173.130Sep 30, 202413F

LUCKLucky Strike Entertainment

0.57%-875.00K-0.60%5.62M0.34%Leisure Services10.790Sep 30, 202413F

ASPIASP Isotopes

0.46%+1.70M+2.38%4.51M2.38%Chemicals4.6500Sep 30, 202413F

MIRMirion

0.45%+400.00K+0.19%4.38M0.19%Defense17.935Sep 30, 202413F

AMATApplied Materials

0.40%-50.00K-0.01%3.93M0.00%Electronics168.115Sep 30, 202413F

WPMWheaton Precious Metals Corp

0.37%+60.00K+0.01%3.66M0.01%Non-Ferrous Metals82.620Sep 30, 202413F

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