Telemark Asset Management

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

Telemark Asset Management portfolio companies for December 2014 quarter

Ticker Name Portfolio Weight Change Share Count Price Last Trade
Tableau Software Inc Cl A 8.00 +28.00% 320000 84.76 0.00
ARMH ARM Holdings 6.14 +28.00% 450000 46.30 52.66
AMZN Amazon 5.49 -14.00% 60000 310.35 372.62
KNX Knight Transportation 5.46 +22.00% 550000 33.66 32.56
LPNT LifePoint Hospitals 4.88 +35.00% 230000 71.91 72.25
NVS Novartis AG 4.64 -5.00% 170000 92.66 96.03
CORE Core-Mark Holding Company 4.57 250000 61.93 58.67
CSGP CoStar 4.33 +33.00% 80000 183.62 190.13
AAPL Apple 4.23 -7.00% 130000 110.38 123.28
ODFL Old Dominion Freight Line 3.89 170000 77.64 77.51
LUV Southwest Airlines 3.74 -25.00% 300000 42.32 44.01
AYI Acuity Brands 3.72 90000 140.07 159.34
DAL Delta Air Lines 3.63 -37.00% 250000 49.19 44.19
American Tower Reit 3.50 +71.00% 120000 98.85 0.00
Gentherm 3.13 -17.00% 290000 36.62 0.00
WDC Western Digital 2.94 +125.00% 90000 110.70 97.30
GPRE Green Plains Renewable Energy 2.86 -34.00% 391140 24.78 27.88
SNA Snap-on Incorporated 2.82 +16.00% 70000 136.74 142.04
KW Kennedy-Wilson Holdings 2.61 +66.00% 350000 25.30 25.70
MPAA Motorcar Parts of America 2.57 -6.00% 280000 31.09 25.20
TDG TransDigm Group Incorporated 2.32 +33.00% 40000 196.35 214.68
DLX Deluxe Corporation 2.02 110000 62.25 63.87
Hldgs 1.97 -50.00% 100000 66.89 0.00
CRM salesforce 1.92 -31.00% 110000 59.31 64.26
PUR Pure Technologies 1.80 959000 6.36 0.00
MTX Minerals Technologies 1.64 80000 69.45 68.96
American Airls 1.58 NEW 100000 53.63 0.00
AIXG Aixtron AG 1.32 -48.00% 400000 11.21 7.75
TTGT TechTarget 1.20 +1000.00% 357500 11.37 11.91
Stag Industrial 1.08 150000 24.50 0.00

Past 13F-HR SEC Filings for Telemark Asset Management