Telemark Asset Management, LLC - Portfolio overview

Telemark Asset Management, LLC has 66 reported holdings in this dataset, with the latest filing dated 2026-05-12.

Its largest classified asset exposures are stocks.

Its largest classified sector exposures are Technology and Energy.

Largest reported holdings by portfolio allocation

1. NVDA - NVIDIA CORPORATION, 8.15%
2. CCJ - CAMECO CORP, 7.61%
3. HAL - HALLIBURTON CO, 3.64%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

Explore securities or join Upside Invest to compare portfolios.