Telemark Asset Management

Latest statistics and disclosures from Telemark Asset Management's latest quarterly 13F-HR filing:

Telemark Asset Management portfolio companies for September 2015 quarter

Ticker Name Portfolio Weight Change Share Count Price Last Trade
AMZN Amazon 15.66 100000 511.89 372.62
Wayfair 10.73 +1900.00% 1000000 35.06 0.00
GOOG Google 7.81 NEW 40000 638.38 554.33
New Relic 6.99 +100.00% 600000 38.11 0.00
Facebook Inc cl a 6.88 +212.00% 250000 89.90 0.00
Tableau Software Inc Cl A 5.86 -25.00% 240000 79.78 0.00
TDG TransDigm Group Incorporated 5.85 +50.00% 90000 212.41 214.68
AYI Acuity Brands 5.37 100000 175.58 159.34
ARMH ARM Holdings 5.29 -4.00% 400000 43.25 52.66
CORE Core-Mark Holding Company 4.48 223904 65.45 58.67
LKQX LKQ Corporation 4.34 NEW 500000 28.36 0.00
LPNT LifePoint Hospitals 4.34 -13.00% 200000 70.90 72.25
DAL Delta Air Lines 2.75 NEW 200000 44.87 44.19
MPAA Motorcar Parts of America 2.55 266200 31.34 25.20
SNA Snap-on Incorporated 2.54 55000 150.95 142.04
CGNX Cognex Corporation 1.95 -56.00% 185000 34.37 46.41
Gentherm 1.65 -45.00% 120000 44.92 0.00
DLX Deluxe Corporation 1.53 90000 55.74 63.87
Workiva Inc equity us cm 1.39 +113.00% 300000 15.19 0.00
PUR Pure Technologies 1.11 939000 3.88 0.00
TTGT TechTarget 0.93 -2.00% 357500 8.52 11.91

Past 13F-HR SEC Filings for Telemark Asset Management