StockDriftsStockDriftsTop 50 Telemark Asset Management, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | 9.67% | 600.0K | $104.6M | +0.00%(+0) | $23.23(+738.79%) | 2026-03-31 | |
| CCJ | CAMECO CORP | 9.04% | 900.0K | $97.7M | -10.00%(-100.00K) | $26.35(+266.34%) | 2026-03-31 | |
| HAL | HALLIBURTON CO | 4.33% | 1.20M | $46.8M | new | $33.63(-1.98%) | 2026-03-31 | |
| NOVT | NOVANTA INC | 4.09% | 375.0K | $44.3M | +0.00%(+0) | $119.17(+35.71%) | 2026-03-31 | |
| AMZN | AMAZON COM INC | 3.85% | 200.0K | $41.7M | +0.00%(+0) | $48.99(+395.30%) | 2026-03-31 | |
| HEI | HEICO CORP NEW | 3.55% | 140.0K | $38.4M | +0.00%(+0) | $101.79(+255.74%) | 2026-03-31 | |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | 3.12% | 100.0K | $33.8M | +0.00%(+0) | $133.44(+225.36%) | 2026-03-31 | |
| SLB | SLB LIMITED | 2.85% | 600.0K | $30.8M | new | $44.89(+0.55%) | 2026-03-31 | |
| PLTR | PALANTIR TECHNOLOGIES INC | 2.7% | 200.0K | $29.3M | +100.00%(+100.00K) | $171.05(-24.41%) | 2026-03-31 | |
| CLH | CLEAN HARBORS INC | 2.65% | 100.0K | $28.7M | +25.00%(+20.00K) | $147.14(+97.91%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +18.56% | +66.64% |
| Top 20 Holdings Unweighted | +13.18% | +44.99% |
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