Long-term investor
Telemark Asset Management, LLC @telemarkassetmanagementl
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001420816).
Record
- Tracked since 2025-06-30 (449 days), 155 trades recorded
- Returns: week n/a · month n/a · 90 days 0.0% · 6 months +27.9% · 1 year n/a · all +39.3%
- Max drawdown n/a · win rate 47% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- NVDA · 8.7% · long · since 2025-06-30
- CCJ · 6.6% · long · since 2025-06-30
- NOVT · 5.0% · long · since 2025-06-30
- 422806109 · 3.6% · long · since 2025-06-30
- MRNA · 3.5% · long · since 2025-09-30
- TSM · 3.5% · long · since 2025-06-30
- AMZN · 3.4% · long · since 2025-06-30
- GLW · 3.0% · long · since 2025-06-30
- HAL · 2.9% · long · since 2026-03-31
- TER · 2.6% · long · since 2025-09-30
- WCN · 2.4% · long · since 2025-06-30
- HEI · 2.3% · long · since 2025-06-30