Telemark Asset Management

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

Telemark Asset Management portfolio companies for June 2015 quarter

Ticker Name Portfolio Weight Change Share Count Price Last Trade
AMZN Amazon 11.46 +66.00% 100000 434.09 372.62
Tableau Software Inc Cl A 9.74 320000 115.30 0.00
Mobileye N.v. 5.61 NEW 400000 53.17 0.00
CGNX Cognex Corporation 5.46 NEW 430000 48.10 46.41
ARMH ARM Holdings 5.46 -6.00% 420000 49.27 52.66
LPNT LifePoint Hospitals 5.28 230000 86.95 72.25
AAPL Apple 4.97 +15.00% 150000 125.43 123.28
AYI Acuity Brands 4.75 +11.00% 100000 179.98 159.34
CSGP CoStar 4.25 80000 201.26 190.13
HEI HEICO Corporation 3.85 NEW 250001 58.30 59.32
NVS Novartis AG 3.63 -17.00% 140000 98.34 96.03
Delphi Automotive Plc shs 3.59 NEW 160000 85.09 0.00
TDG TransDigm Group Incorporated 3.56 +50.00% 60000 224.67 214.68
CORE Core-Mark Holding Company 3.50 -10.00% 223904 59.25 58.67
Gentherm 3.19 -24.00% 220000 54.91 0.00
New Relic 2.79 NEW 300000 35.19 0.00
SNA Snap-on Incorporated 2.31 -21.00% 55000 159.25 142.04
Magna Intl Inc cl a 2.22 NEW 150000 56.09 0.00
MPAA Motorcar Parts of America 2.11 -4.00% 266200 30.09 25.20
KW Kennedy-Wilson Holdings 1.95 -14.00% 300000 24.59 25.70
Facebook Inc cl a 1.81 NEW 80000 85.76 0.00
DLX Deluxe Corporation 1.47 -18.00% 90000 62.00 63.87
PUR Pure Technologies 1.44 -2.00% 939000 5.80 0.00
MTX Minerals Technologies 1.26 -12.00% 70000 68.13 68.96
AMCC Applied Micro Circuits Corporation 0.89 NEW 500000 6.75 5.35
TTGT TechTarget 0.87 +2.00% 367500 8.93 11.91
Hldgs 0.84 -40.00% 60000 53.02 0.00
ADI Analog Devices 0.68 NEW 40000 64.18 57.76
Workiva Inc equity us cm 0.51 NEW 140700 13.83 0.00
Wayfair 0.50 NEW 50000 37.64 0.00
Digital Turbine 0.04 NEW 50000 3.02 0.00

Past 13F-HR SEC Filings for Telemark Asset Management