0000898432-24-000393.txt : 20240510 0000898432-24-000393.hdr.sgml : 20240510 20240510092607 ACCESSION NUMBER: 0000898432-24-000393 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20240331 FILED AS OF DATE: 20240510 DATE AS OF CHANGE: 20240510 EFFECTIVENESS DATE: 20240510 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: 24933110 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 03-31-2024 03-31-2024 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 05-07-2024 0 63 967682236 INFORMATION TABLE 2 informationtable.xml NVIDIA CORP Com 67066G104 126498400 140000 SH SOLE 140000 0 0 CAMECO CORP Com 13321L108 51984000 1200000 SH SOLE 1200000 0 0 AMAZON.COM INC Com 023135106 45095000 250000 SH SOLE 250000 0 0 ARM HOLDINGS PLC SPONSORED ADR 042068205 37497000 300000 SH SOLE 300000 0 0 HEI CORP NEW Com 422806109 26740000 140000 SH SOLE 140000 0 0 MODERNA INC Com 60770K107 26640000 250000 SH SOLE 250000 0 0 TOWA CORP Equity 6878665JP 28200469 400000 SH SOLE 400000 0 0 ASPEN AEROGELS INC Com 04523Y105 26266662 1492424 SH SOLE 1492424 0 0 CLEAN HARBORS INC Com 184496107 26170300 130000 SH SOLE 130000 0 0 META PLATFORMS INC CL A 30303M102 24279000 50000 SH SOLE 50000 0 0 COSTAR GROUP INC Com 22160N109 24150000 250000 SH SOLE 250000 0 0 BOWLERO CORP CL A COM 10258P102 23632500 1725000 SH SOLE 1725000 0 0 INNOSPEC INC Com 45768S105 20630400 160000 SH SOLE 160000 0 0 APPLIED MATERIALS INC Com 038222105 20623000 100000 SH SOLE 100000 0 0 HEI/A CORP NEW Equity 422806208 19242500 125000 SH SOLE 125000 0 0 SERVICENOW INC Com 81762P102 19060000 25000 SH SOLE 25000 0 0 CCC INTELLIGENT SOLUTIONS HOLD Com 12510Q100 17940000 1500000 SH SOLE 1500000 0 0 GARMIN LTD SHS H2906T109 17864400 120000 SH SOLE 120000 0 0 VERRA MOBILITY CORP CL A COM STK 92511U102 17479000 700000 SH SOLE 700000 0 0 NOVANTA INC Com 67000B104 17477000 100000 SH SOLE 100000 0 0 MICROSOFT CORP Com 594918104 16828800 40000 SH SOLE 40000 0 0 LATTICE SEMICONDUCTOR CORP Com 518415104 15646000 200000 SH SOLE 200000 0 0 AXON ENTERPRISE INC Com 05464C101 15644000 50000 SH SOLE 50000 0 0 SUPER MICRO COMPUTER INC Com 86800U104 15150450 15000 SH SOLE 15000 0 0 ALPHABET INC CAP STK CL A 02079K305 15093000 100000 SH SOLE 100000 0 0 CAMTEK LTD/ISRAEL ORD M20791105 14659750 175000 SH SOLE 175000 0 0 ONTO INNOVATION INC Com 683344105 13581000 75000 SH SOLE 75000 0 0 WASTE CONNECTIONS INC Com 94106B101 12040700 70000 SH SOLE 70000 0 0 NEXGEN ENERGY LTD Com 65340P106 11655000 1500000 SH SOLE 1500000 0 0 SOUTHERN COPPER CORP Com 84265V105 10652000 100000 SH SOLE 100000 0 0 RXSIGHT INC Com 78349D107 10316000 200000 SH SOLE 200000 0 0 SPDR GOLD SHARES GOLD SHS 78463V107 10286000 50000 SH SOLE 50000 0 0 TAIWAN SEMICONDUCTOR MANUFACTU SPONSORED ADS 874039100 10203750 75000 SH SOLE 75000 0 0 ADOBE INC Com 00724F101 10092000 20000 SH SOLE 20000 0 0 LANTHEUS HOLDINGS INC Com 516544103 9647200 155000 SH SOLE 155000 0 0 CODEXIS INC Com 192005106 9410474 2696411 SH SOLE 2696411 0 0 FREEPORT-MCMORAN INC CL B 35671D857 9404000 200000 SH SOLE 200000 0 0 SALESFORCE INC Com 79466L302 9035400 30000 SH SOLE 30000 0 0 UBER TECHNOLOGIES INC Com 90353T100 7699000 100000 SH SOLE 100000 0 0 MONGODB INC CL A 60937P106 7172800 20000 SH SOLE 20000 0 0 KLA CORP COM NEW 482480100 6985700 10000 SH SOLE 10000 0 0 DEXCOM INC Com 252131107 6935000 50000 SH SOLE 50000 0 0 HILLMAN SOLUTIONS CORP Com 431636109 6596800 620000 SH SOLE 620000 0 0 PHILLIPS 66 Com 718546104 6533600 40000 SH SOLE 40000 0 0 ZOOMINFO TECHNOLOGIES INC COMMON STOCK 98980F104 6412000 400000 SH SOLE 400000 0 0 ALTUS POWER INC COM CL A 02217A102 5736000 1200000 SH SOLE 1200000 0 0 ADVANCED MICRO DEVICES INC Com 007903107 5414700 30000 SH SOLE 30000 0 0 AMERICAN SUPERCONDUCTOR CORP SHS NEW 030111207 5404000 400000 SH SOLE 400000 0 0 BWX TECHNOLOGIES INC Com 05605H100 5131000 50000 SH SOLE 50000 0 0 TECHTARGET INC Com 87874R100 4962000 150000 SH SOLE 150000 0 0 FLYWIRE CORP COM VTG 302492103 4962000 200000 SH SOLE 200000 0 0 ENPHASE ENERGY INC Com 29355A107 4839200 40000 SH SOLE 40000 0 0 MASTERCARD INC CL A 57636Q104 4815700 10000 SH SOLE 10000 0 0 VERTIV HOLDINGS CO COM CL A 92537N108 4083500 50000 SH SOLE 50000 0 0 ALCOA CORP Com 013872106 3379000 100000 SH SOLE 100000 0 0 UDEMY INC Com 902685106 3294000 300000 SH SOLE 300000 0 0 TRIMBLE INC Com 896239100 3218000 50000 SH SOLE 50000 0 0 ASM INTERNATIONAL NV Equity 5165294NL 3053737 5000 SH SOLE 5000 0 0 BIODESIX INC Com 09075X108 1896180 1326000 SH SOLE 1326000 0 0 SILEX SYSTEMS LTD Equity 6111735AU 1672508 500000 SH SOLE 500000 0 0 LUNDIN MINING CORP Equity 2866857CA 1023256 100000 SH SOLE 100000 0 0 BRIGHTVIEW HOLDINGS INC Com 10948C107 238000 20000 SH SOLE 20000 0 0 ASML HOLDING NV NY Registry SHS 00B908F01 19409400 20000 SH SOLE 20000 0 0