Telemark Asset Management, LLC

13F Portfolio Filings

Most recent 13F
Q4 2023
Location
Boston, MA
CIK
0001420816
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q4 2023 47 671,435 NVDA, CCO.TO, AMZN, ARM 13F-HR 2/12/2024 000089843224000121
Q3 2023 48 659,052 NVDA, CCO.TO, HES, SP 13F-HR 11/9/2023 000089843223000771
Q2 2023 48 737,189 NVDA, AMZN, SP, CCO.TO 13F-HR 8/10/2023 000089843223000583
Q1 2023 42 673,312 VMI, GLD, FNV.TO, SP 13F-HR 5/11/2023 000089843223000285
Q4 2022 37 659,359 MRNA, HES, VMI, BOWL 13F-HR 2/10/2023 000089843223000073
Q3 2022 39 637,033 VMI, HES, BOWL, SP 13F-HR 11/10/2022 000156761922019412
Q2 2022 39 591,177 FNV.TO, VMI, BOWL, SP 13F-HR 8/11/2022 000156761922015506
Q1 2022 55 1,132,058 AMZN, ASPN, HES, CDXS 13F-HR 5/11/2022 000156761922009999
Q4 2021 52 1,398,236 AMZN, ASPN, CDXS, MRNA 13F-HR 2/10/2022 000156761922003161
Q3 2021 56 1,381,747 MRNA, AMZN, ASPN, DNA 13F-HR 11/12/2021 000156761921019838
Q2 2021 68 1,252,788 AMZN, MRNA, ASPN, CDXS 13F-HR 8/10/2021 000156761921014848
Q1 2021 64 1,181,131 AMZN, CDXS, ASPN, CAT 13F-HR 5/12/2021 000156761921009661
Q4 2020 52 964,518 AMZN, CDXS, ASPN, TRMB 13F-HR 2/11/2021 000156761921002955
Q3 2020 59 827,238 AMZN, W, CDXS, NVDA 13F-HR 11/12/2020 000156761920019128
Q2 2020 56 631,672 AMZN, CDXS, W, TER 13F-HR 8/12/2020 000156761920014835
Q1 2020 45 419,216 AMZN, CDXS, HEI, TER 13F-HR 5/12/2020 000156761920009567
Q4 2019 49 690,010 AMZN, CDXS, TER, HEI 13F-HR 2/12/2020 000156761920002868
Q3 2019 38 639,399 AMZN, CDXS, SLB, W 13F-HR 11/14/2019 000156761919021359
Q2 2019 40 871,972 AMZN, CDXS, W, TWLO 13F-HR 8/14/2019 000156761919016677
Q1 2019 37 791,628 AMZN, TWLO, CDXS, GOOGL 13F-HR 5/13/2019 000156761919010515
Q4 2018 24 486,765 AMZN, CDXS, TWLO, W 13F-HR 2/13/2019 000156761919003789
Q3 2018 39 802,401 AMZN, CDXS, W, HES 13F-HR 11/13/2018 000156761918005660
Q2 2018 55 794,624 AMZN, CDXS, W, EOG 13F-HR 8/13/2018 000156761918000576
Q1 2018 57 685,429 AMZN, CDXS, EOG, COHR 13F-HR 5/14/2018 000114036118023151
Q4 2017 41 510,082 AMZN, COHR, CDXS, W 13F-HR 2/13/2018 000114036118007088
Q3 2017 43 486,408 AMZN, COHR, W, EOG 13F-HR 11/13/2017 000114036117041944
Q2 2017 43 462,759 AMZN, PXD, EOG, W 13F-HR 8/14/2017 000114036117031499
Q1 2017 44 424,829 AMZN, COHR, W, PXD 13F-HR 5/12/2017 000114036117019985
Q4 2016 45 458,242 AMZN, UNP, EOG, PXD 13F-HR 2/13/2017 000114036117005980
Q3 2016 36 482,058 AMZN, EOG, PXD, W 13F-HR 11/14/2016 000114036116086016
Q2 2016 34 434,680 AMZN, W, EOG, RTN 13F-HR 8/12/2016 000114036116076009
Q1 2016 31 403,807 AMZN, IBM, W, GLD 13F-HR 5/12/2016 000114036116064700
Q4 2015 27 426,947 AMZN, W, PXD, GOOGL 13F-HR 2/10/2016 000114036116051250
Q3 2015 21 326,889 AMZN, W, GOOGL, NEWR 13F-HR 11/2/2015 000114036115039169
Q2 2015 31 378,803 AMZN, DATA, MBLY, ARM HLDGS PLC 13F-HR 8/10/2015 000114036115030667
Q1 2015 27 357,947 AMZN, DATA, AAPL, ARM HLDGS PLC 13F-HR 5/14/2015 000114036115019540
Q4 2014 30 339,129 DATA, ARM HLDGS, AMZN, KNGT 13F-HR 2/12/2015 000114036115005872
Q3 2014 37 374,104 AMZN, GPRE, GOOGL, DATA 13F-HR 11/14/2014 000114036114042018
Q2 2014 43 365,743 GOOGL, GPRE, DAL, ARM HLDGS PLC 13F-HR 8/14/2014 000114036114032552
Q1 2014 45 396,674 AMZN, ARM HOLDINGS PLC-SPONS ADR, GPRE, AYI 13F-HR 5/14/2014 000114036114020625
Q4 2013 56 403,790 AMZN, ARM HOLDINGS PLC-SPONS ADR, GS, SSYS 13F-HR 2/14/2014 000114036114007170