Telemark Asset Management, LLC

**Telemark Asset Management, LLC** manages $1.0B across a portfolio of 56 positions, exhibiting concentrated exposure to technology and growth sectors. Top holdings include NVDA at $111.9M and CCO at $91.5M, signaling significant conviction in semiconductor and related infrastructure plays. The fund maintains substantial allocations to major tech names, notably AMZN ($46.2M) and HEI ($45.3M). This structure suggests a high-conviction, technology-forward mandate within its current investment framework.

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