Telemark Asset Management

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

Companies in the Telemark Asset Management portfolio as of June 2017 quarter

Company (Ticker) Portfolio Weight Share Count Change in Shares Price
Amazon (AMZN) 12.55 60000 968.00
Pioneer Natural Resources (PXD) 6.90 +81% 200000 159.58
EOG Resources (EOG) 6.65 +70% 340000 90.52
Wayfair 6.65 -23% 400000 76.88
Coherent (COHR) 5.83 120000 224.99
Facebook Inc cl a 4.24 -7% 130000 150.98
Pandora Media Inc 3.86 +66% 2.00M 8.92
Alphabet Inc Class A cs 3.42 17000 929.71
Trimble Navigation (TRMB) 3.08 -4% 400000 35.67
Axon Enterprise 2.72 NEW 500000 25.14
Southwest Airlines (LUV) 2.69 200000 62.14
New Relic 2.60 -6% 280000 43.01
Oracle Corporation (ORCL) 2.49 -42% 230000 50.14
Shopify Inc cl a 2.44 -27% 130000 86.90
Apple (AAPL) 2.33 -6% 75000 144.03
Truecar 2.20 +155% 510000 19.93
American Tower Reit 2.14 +50% 75000 132.32
Novanta 2.14 -14% 275000 36.00
Red Hat (RHT) 2.07 NEW 100000 95.75
Okta Inc cl a 1.97 NEW 400000 22.80
Delta Air Lines (DAL) 1.74 +200% 150000 53.74
Crown Castle Intl 1.52 +40% 70000 100.19
Microsoft Corporation (MSFT) 1.49 -23% 100000 68.93
Teradyne (TER) 1.30 NEW 200000 30.03
Cognex Corporation (CGNX) 1.28 -46% 70000 84.90
Wix Com Ltd shs 1.28 -15% 85000 69.60
Union Pacific Corporation (UNP) 1.18 -50% 50000 108.92
HEICO Corporation (HEI.A) 1.07 80000 62.05
Cimarex Energy Co 1.02 NEW 50000 94.02
Ingevity 0.99 -20% 80000 57.40
Hldgs Inc 0.98 60000 75.25
Tile Shop Hldgs 0.89 NEW 200000 20.65
Sba Communications Corp Com stock 0.87 -25% 30000 134.90
Pure Technologies (PUR) 0.79 968400 3.77
Appian Corp cl a 0.78 NEW 200000 18.15
AAR (AIR) 0.75 NEW 100000 34.76
Aspen Aerogels 0.68 711500 4.45
American Superconductor 0.54 NEW 544044 4.62
Clean Harbors (CLH) 0.48 40000 55.82
Criteo Sa Ads 0.42 -20% 40000 49.05
Trecora Resources 0.36 NEW 150000 11.25
Iqe Plc shs 0.32 +28% 1.35M 1.09
Hubspot 0.28 NEW 20000 65.75

Past 13F-HR SEC Filings by Telemark Asset Management

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