Telemark Asset Management

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

Telemark Asset Management portfolio companies for September 2014 quarter

Ticker Name Portfolio Weight Change Share Count Price Last Trade
AMZN Amazon 6.03 -12.00% 70000 322.44 332.63
GPRE Green Plains Renewable Energy 6.00 600000 37.39 34.86
GOOG Google 5.50 +250.00% 35000 588.40 537.50
Tableau Software Inc Cl A 4.85 NEW 250000 72.65 0.00
NVS Novartis AG 4.53 NEW 180000 94.13 94.98
ARMH ARM Holdings 4.09 -22.00% 350000 43.69 42.54
Gentherm 3.95 +14.00% 350000 42.23 0.00
DAL Delta Air Lines 3.87 -11.00% 400000 36.15 43.09
AAPL Apple 3.77 +600.00% 140000 100.75 116.47
LUV Southwest Airlines 3.61 +100.00% 400000 33.77 38.02
CORE Core-Mark Holding Company 3.54 +150.00% 250000 53.04 57.05
KNX Knight Transportation 3.29 NEW 450000 27.39 31.89
ODFL Old Dominion Freight Line 3.21 NEW 170000 70.64 78.32
LPNT LifePoint Hospitals 3.14 NEW 170000 69.19 68.42
AIXG Aixtron AG 3.13 -3.00% 775000 15.13 11.76
AYI Acuity Brands 2.83 -25.00% 90000 117.71 141.57
ADM Archer Daniels Midland Company 2.73 200000 51.10 52.71
WCN Waste Connections 2.59 +11.00% 200000 48.52 48.64
Hldgs 2.50 200000 46.79 0.00
CSGP CoStar 2.49 +100.00% 60000 155.53 167.65
CRM salesforce 2.46 160000 57.53 58.19
MPAA Motorcar Parts of America 2.18 NEW 300000 27.21 33.25
SNA Snap-on Incorporated 1.94 NEW 60000 121.08 135.72
PUR Pure Technologies 1.85 +34.00% 959000 7.22 0.00
American Tower Reit 1.75 NEW 70000 93.63 0.00
PANL Universal Display Corporation 1.74 NEW 200000 32.64 4.92
AIRM Air Methods Corporation 1.66 NEW 112000 55.55 44.25
DLX Deluxe Corporation 1.62 -8.00% 110000 55.16 58.70
Pacific Ethanol 1.49 NEW 400000 13.96 0.00
TDG TransDigm Group Incorporated 1.48 NEW 30000 184.33 192.77
KW Kennedy-Wilson Holdings 1.34 +5.00% 210000 23.96 25.64
MTX Minerals Technologies 1.32 NEW 80000 61.71 76.42
WDC Western Digital 1.04 +300.00% 40000 97.32 101.70
ILMN Illumina 0.88 NEW 20000 163.90 185.83
Stag Industrial 0.83 150000 20.71 0.00
HTLD Heartland Express 0.64 NEW 100000 23.96 26.28
TTGT TechTarget 0.07 NEW 32500 8.58 10.24

Past 13F-HR SEC Filings for Telemark Asset Management