0000898432-24-000121.txt : 20240212 0000898432-24-000121.hdr.sgml : 20240212 20240212082236 ACCESSION NUMBER: 0000898432-24-000121 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20231231 FILED AS OF DATE: 20240212 DATE AS OF CHANGE: 20240212 EFFECTIVENESS DATE: 20240212 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Telemark Asset Management, LLC CENTRAL INDEX KEY: 0001420816 ORGANIZATION NAME: IRS NUMBER: 200269453 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-12649 FILM NUMBER: 24617477 BUSINESS ADDRESS: STREET 1: ONE INTERNATIONAL PLACE, SUITE 4620 CITY: BOSTON STATE: MA ZIP: 02110 BUSINESS PHONE: 617-526-8910 MAIL ADDRESS: STREET 1: ONE INTERNATIONAL PLACE, SUITE 4620 CITY: BOSTON STATE: MA ZIP: 02110 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE 0001420816 XXXXXXXX 12-31-2023 12-31-2023 false Telemark Asset Management, LLC

ONE INTERNATIONAL PLACE, SUITE 4620 BOSTON MA 02110

13F HOLDINGS REPORT 028-12649 N Brian C. Miley 617-526-8910 /s/ Brian C. Miley Boston MA 02-12-2024 0 47 671435684 INFORMATION TABLE 2 informationtable.xml NVIDIA CORP COM 67066G104 69330800 140000 SH SOLE 140000 0 0 CAMECO CORP COM 13321L108 51720000 1200000 SH SOLE 1200000 0 0 AMAZON COM INC COM 023135106 37985000 250000 SH SOLE 250000 0 0 ARM HOLDINGS PLC SPONSORED ADR 042068205 30058000 400000 SH SOLE 400000 0 0 HEICO CORP NEW COM 422806109 25041800 140000 SH SOLE 140000 0 0 BOWLERO CORP CL A COM 10258P102 24426000 1725000 SH SOLE 1725000 0 0 ASPEN AEROGELS INC COM 04523Y105 23550450 1492424 SH SOLE 1492424 0 0 CLEAN HARBORS INC COM 184496107 22686300 130000 SH SOLE 130000 0 0 INNOSPEC INC COM 45768S105 18116280 147000 SH SOLE 147000 0 0 HEICO CORP NEW CL A 422806208 17805000 125000 SH SOLE 125000 0 0 META PLATFORMS INC CL A 30303M102 17698000 50000 SH SOLE 50000 0 0 SERVICENOW INC COM 81762P102 17662250 25000 SH SOLE 25000 0 0 APPLIED MATLS INC COM 038222105 16207000 100000 SH SOLE 100000 0 0 VERRA MOBILITY CORP CL A COM STK 92511U102 16121000 700000 SH SOLE 700000 0 0 GARMIN LTD SHS H2906T109 15424800 120000 SH SOLE 120000 0 0 ASML HOLDING NV N Y REGISTRY SHS N07059210 15138400 20000 SH SOLE 20000 0 0 MICROSOFT CORP COM 594918104 15041600 40000 SH SOLE 40000 0 0 PINTEREST INC CL A 72352L106 14816000 400000 SH SOLE 400000 0 0 COSTAR GROUP INC COM 22160N109 13108500 150000 SH SOLE 150000 0 0 AXON ENTERPRISE INC COM 05464C101 12916500 50000 SH SOLE 50000 0 0 AIXTRON SE Equity D0257Y135 12804771 300000 SH SOLE 300000 0 0 CAMTEK LTD ORD M20791105 12141500 175000 SH SOLE 175000 0 0 ADOBE INC COM 00724F101 11932000 20000 SH SOLE 20000 0 0 ONTO INNOVATION INC COM 683344105 11467500 75000 SH SOLE 75000 0 0 CCC INTELLIGENT SOLUTIONS HL COM 12510Q100 11390000 1000000 SH SOLE 1000000 0 0 WASTE CONNECTIONS INC COM 94106B101 10448900 70000 SH SOLE 70000 0 0 LANTHEUS HLDGS INC COM 516544103 9610000 155000 SH SOLE 155000 0 0 NOVANTA INC COM 67000B104 8420500 50000 SH SOLE 50000 0 0 WORKDAY INC CL A 98138H101 8281799 30000 SH SOLE 30000 0 0 CODEXIS INC COM 192005106 8224053 2696411 SH SOLE 2696411 0 0 ALTUS POWER INC COM CL A 02217A102 8196000 1200000 SH SOLE 1200000 0 0 MONGODB INC CL A 60937P106 8177000 20000 SH SOLE 20000 0 0 RXSIGHT INC COM 78349D107 8064000 200000 SH SOLE 200000 0 0 SALESFORCE INC COM 79466L302 7894200 30000 SH SOLE 30000 0 0 TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADR 874039100 7800000 75000 SH SOLE 75000 0 0 ZOOMINFO TECHNOLOGIES INC COMMON STOCK 98980F104 7396000 400000 SH SOLE 400000 0 0 UBER TECHNOLOGIES INC COM 90353T100 6157000 100000 SH SOLE 100000 0 0 KLA CORP COM NEW 482480100 5813000 10000 SH SOLE 10000 0 0 HILLMAN SOLUTIONS CORP COM 431636109 5710200 620000 SH SOLE 620000 0 0 ENPHASE ENERGY INC COM 29355A107 5285600 40000 SH SOLE 40000 0 0 MASTERCARD INCORPORATED CL A 57636Q104 4265100 10000 SH SOLE 10000 0 0 TECHTARGET INC COM 87874R100 4183200 120000 SH SOLE 120000 0 0 KLAVIYO INC COM SER A 49845K101 4167000 150000 SH SOLE 150000 0 0 UDEMY INC COM 902685106 3240600 220000 SH SOLE 220000 0 0 FLYWIRE CORPORATION COM VTG 302492103 2778000 120000 SH SOLE 120000 0 0 ASM INTERNATIONAL NV Equity N07045201 2594241 5000 SH SOLE 5000 0 0 BIODESIX INC COM 09075X108 139840 76000 SH SOLE 76000 0 0