Telemark Asset Management

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

Telemark Asset Management portfolio companies for December 2015 quarter

Ticker Name Portfolio Weight Change Share Count Price Last Trade
AMZN Amazon 14.25 -10.00% 90000 675.89 372.62
Wayfair 9.07 -18.00% 812800 47.62 0.00
PXD Pioneer Natural Resources 7.34 NEW 250000 125.38 153.87
Alphabet Inc Class A cs 7.29 NEW 40000 778.00 0.00
Facebook Inc cl a 6.13 250000 104.66 0.00
New Relic 5.97 +16.00% 700000 36.43 0.00
AYI Acuity Brands 5.48 100000 233.80 159.34
ARMH ARM Holdings 4.77 +12.00% 450000 45.24 52.66
DAL Delta Air Lines 4.75 +100.00% 400000 50.69 44.19
Tableau Software Inc Cl A 4.41 -16.00% 200000 94.22 0.00
CORE Core-Mark Holding Company 4.30 223904 81.94 58.67
LKQX LKQ Corporation 3.12 -10.00% 450000 29.63 0.00
RTN Raytheon Company 2.92 NEW 100000 124.53 106.21
EOG EOG Resources 2.49 NEW 150000 70.79 86.44
SNA Snap-on Incorporated 2.21 55000 171.44 142.04
MPAA Motorcar Parts of America 2.11 266200 33.81 25.20
LPNT LifePoint Hospitals 2.06 -40.00% 120000 73.40 72.25
CRM salesforce 1.84 NEW 100000 78.40 64.26
OC Owens Corning 1.65 NEW 150000 47.03 40.03
Shopify Inc cl a 1.51 NEW 250000 25.80 0.00
Fitbit 1.39 NEW 200000 29.59 0.00
Workiva Inc equity us cm 1.23 300000 17.57 0.00
Gentherm 1.11 -16.00% 100000 47.40 0.00
Callon Pete Co Del Com Stk 0.78 NEW 400000 8.34 0.00
PUR Pure Technologies 0.73 928400 3.37 0.00
Fortune Brands 0.65 NEW 50000 55.50 0.00
TTGT TechTarget 0.45 -33.00% 238400 8.03 11.91

Past 13F-HR SEC Filings for Telemark Asset Management