Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| TELEMARK ASSET MANAGEMENT LLC | 08-10-2023 | 06-30-2023 | 49 | 737,189,162 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ENOVIX CORPORATION | COM | 101 | $6,319,159 | 350,286 | 0.00 | 0.00 | -200,000 | -36.34 | 06-30-2023 |
| ALTUS POWER INC | COM CL A | 102 | $5,616,000 | 1,040,000 | 0.00 | 0.00 | -250,000 | -19.38 | 06-30-2023 |
| TERADYNE INC | COM | 103 | $5,566,500 | 50,000 | 0.00 | 0.00 | -40,000 | -44.44 | 06-30-2023 |
| SYMBOTIC INC | CLASS A COM | 104 | $5,351,250 | 125,000 | 0.00 | 125,000 | +Inf | 06-30-2023 |
