Telemark Asset Management’s Similarweb SMWB Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-230,000	Closed	-$1.9M	–	56
2025 Q1	$1.9M	Sell	230,000 -70,000	-23%	-$579K	0.25%	45
2024 Q4	$4.25M	Buy	+300,000	New	+$4.25M	0.42%	50