Telemark Asset Management

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

Telemark Asset Management portfolio companies for March 2014 quarter

Ticker Name Portfolio Weight Change Share Count Price Last Trade
AMZN Amazon 6.78 80000 336.37 319.48
ARMH ARM Holdings 5.78 -10.00% 450000 50.97 43.88
GPRE Green Plains Renewable Energy 4.53 -11.00% 600000 29.96 38.49
AYI Acuity Brands 4.01 +50.00% 120000 132.57 119.07
DAL Delta Air Lines 3.93 +28.00% 450000 34.65 35.69
KLAC KLA-Tencor Corporation 3.31 -13.00% 190000 69.14 79.38
AIXG Aixtron AG 3.29 800000 16.30 15.03
GLD SPDR Gold Trust 3.12 100000 123.61 116.92
FNV Franco-Nevada Corporation 2.89 NEW 250000 45.86 49.03
Royal Gold 2.84 +80.00% 180000 62.62 0.00
BAC Bank of America Corporation 2.82 +8.00% 650000 17.20 17.02
GOOG Google 2.81 NEW 10000 1114.51 577.24
AAPL Apple 2.71 NEW 20000 536.74 100.87
Gentherm 2.67 +205.00% 305000 34.72 0.00
SLXP Salix Pharmaceuticals 2.61 +25.00% 100000 103.61 157.50
FEIC FEI Company 2.60 +11.00% 100000 103.02 76.32
TASR TASER International 2.54 +83.00% 550000 18.29 15.61
CREE Cree 2.42 170000 56.56 40.94
CRM salesforce 2.30 +45.00% 160000 57.09 57.01
Agni 2.29 +20.00% 300000 30.25 0.00
Tripadvisor 2.28 +66.00% 100000 90.59 0.00
Hldgs 2.25 NEW 200000 44.63 0.00
ADM Archer Daniels Midland Company 2.19 NEW 200000 43.39 51.26
VECO Veeco Instruments 2.11 NEW 200000 41.93 35.67
RRC Range Resources 2.09 NEW 100000 82.97 68.38
WCN Waste Connections 1.99 +28.00% 180000 43.86 48.54
CORE Core-Mark Holding Company 1.83 100000 72.60 53.12
Stratasys 1.60 -40.00% 60000 106.09 0.00
DLX Deluxe Corporation 1.59 +200.00% 120000 52.47 55.79
Ubs Ag Cmn 1.57 NEW 300000 20.72 0.00
Cameco Corporation 1.44 NEW 250000 22.90 0.00
CSGP CoStar 1.41 -40.00% 30000 186.74 153.27
IRBT iRobot Corporation 1.24 NEW 120000 41.05 30.48
Gold 1.23 +17.00% 200000 24.48 0.00
LUV Southwest Airlines 1.19 NEW 200000 23.61 33.85
KW Kennedy-Wilson Holdings 1.13 -21.00% 200000 22.51 24.30
PUR Pure Technologies 1.08 +77.00% 711400 6.04 0.00
EOG EOG Resources 0.99 NEW 20000 196.17 100.19
Arcam - Ab equity 0.92 NEW 120000 30.45 0.00
Ritchie Bros. Auctioneers In 0.91 NEW 150000 24.13 0.00
Stag Industrial 0.91 -25.00% 150000 24.10 0.00
Silver Wheaton 0.86 -42.00% 150000 22.70 0.00
MCEWEN MINING 0.54 +80.00% 900000 2.37 0.00
WDC Western Digital 0.23 NEW 10000 91.82 97.44
Seagate Technology Com Stk 0.14 NEW 10000 56.16 0.00

Past 13F-HR SEC Filings for Telemark Asset Management