Telemark Asset Management as of Dec. 31, 2014
Portfolio Holdings for Telemark Asset Management
Telemark Asset Management holds 30 positions in its portfolio as reported in the December 2014 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Tableau Software Inc Cl A | 8.0 | $27M | 320k | 84.76 | |
| ARM Holdings | 6.1 | $21M | 450k | 46.30 | |
| Amazon (AMZN) | 5.5 | $19M | 60k | 310.35 | |
| Knight Transportation | 5.5 | $19M | 550k | 33.66 | |
| LifePoint Hospitals | 4.9 | $17M | 230k | 71.91 | |
| Novartis (NVS) | 4.6 | $16M | 170k | 92.66 | |
| Core-Mark Holding Company | 4.6 | $16M | 250k | 61.93 | |
| CoStar (CSGP) | 4.3 | $15M | 80k | 183.62 | |
| Apple (AAPL) | 4.2 | $14M | 130k | 110.38 | |
| Old Dominion Freight Line (ODFL) | 3.9 | $13M | 170k | 77.64 | |
| Southwest Airlines (LUV) | 3.7 | $13M | 300k | 42.32 | |
| Acuity Brands (AYI) | 3.7 | $13M | 90k | 140.07 | |
| Delta Air Lines (DAL) | 3.6 | $12M | 250k | 49.19 | |
| American Tower Reit (AMT) | 3.5 | $12M | 120k | 98.85 | |
| Gentherm (THRM) | 3.1 | $11M | 290k | 36.62 | |
| Western Digital (WDC) | 2.9 | $10M | 90k | 110.70 | |
| Green Plains Renewable Energy (GPRE) | 2.9 | $9.7M | 391k | 24.78 | |
| Snap-on Incorporated (SNA) | 2.8 | $9.6M | 70k | 136.74 | |
| Kennedy-Wilson Holdings (KW) | 2.6 | $8.9M | 350k | 25.30 | |
| Motorcar Parts of America (MPAA) | 2.6 | $8.7M | 280k | 31.09 | |
| TransDigm Group Incorporated (TDG) | 2.3 | $7.9M | 40k | 196.35 | |
| Deluxe Corporation (DLX) | 2.0 | $6.8M | 110k | 62.25 | |
| Hldgs (UAL) | 2.0 | $6.7M | 100k | 66.89 | |
| salesforce (CRM) | 1.9 | $6.5M | 110k | 59.31 | |
| Pure Technologies | 1.8 | $6.1M | 959k | 6.36 | |
| Minerals Technologies (MTX) | 1.6 | $5.6M | 80k | 69.45 | |
| American Airls (AAL) | 1.6 | $5.4M | 100k | 53.63 | |
| Aixtron | 1.3 | $4.5M | 400k | 11.21 | |
| TechTarget (TTGT) | 1.2 | $4.1M | 358k | 11.37 | |
| Stag Industrial (STAG) | 1.1 | $3.7M | 150k | 24.50 |
