TELEMARK ASSET MANAGEMENT, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | GLW | 240K | $19.69M |
 | KARO | 225K | $12.86M |
 | TWLO | 200K | $20.02M |
 | AMZN | 200K | $43.91M |
 | WCN | 150K | $26.37M |
 | FNV | 150K | $33.44M |
 | HEI | 140K | $45.19M |
 | SHOP | 130K | $19.32M |
 | HEI-A | 125K | $31.76M |
 | BWXT | 125K | $23.05M |
 | WGS | 120K | $12.93M |
 | TSM | 120K | $33.51M |
 | CLH | 110K | $25.54M |
 | GRMN | 100K | $24.62M |
 | ADI | 100K | $24.57M |
 | TER | 70K | $9.63M |
 | META | 60K | $44.06M |
 | GOOGL | 50K | $12.15M |
 | ARM | 50K | $7.07M |
 | SNOW | 40K | $9.02M |
Corning Incorporated
GLW
Shares Held
240K
Value
$19.69M
Karooooo Ltd.
KARO
Shares Held
225K
Value
$12.86M
Twilio Inc.
TWLO
Shares Held
200K
Value
$20.02M
Amazon.com, Inc.
AMZN
Shares Held
200K
Value
$43.91M
Waste Connections, Inc.
WCN
Shares Held
150K
Value
$26.37M
Franco-Nevada Corporation
FNV
Shares Held
150K
Value
$33.44M
HEICO Corporation
HEI
Shares Held
140K
Value
$45.19M
Shopify Inc.
SHOP
Shares Held
130K
Value
$19.32M
HEICO Corporation
HEI-A
Shares Held
125K
Value
$31.76M
BWX Technologies, Inc.
BWXT
Shares Held
125K
Value
$23.05M
GeneDx Holdings Corp.
WGS
Shares Held
120K
Value
$12.93M
Taiwan Semiconductor Manufacturing Company Limited
TSM
Shares Held
120K
Value
$33.51M
Clean Harbors, Inc.
CLH
Shares Held
110K
Value
$25.54M
Garmin Ltd.
GRMN
Shares Held
100K
Value
$24.62M
Analog Devices, Inc.
ADI
Shares Held
100K
Value
$24.57M
Teradyne, Inc.
TER
Shares Held
70K
Value
$9.63M
Meta Platforms, Inc.
META
Shares Held
60K
Value
$44.06M
Alphabet Inc.
GOOGL
Shares Held
50K
Value
$12.15M
Arm Holdings plc American Depositary Shares
ARM
Shares Held
50K
Value
$7.07M
Snowflake Inc.
SNOW
Shares Held
40K
Value
$9.02M