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

Past 13F-HR SEC Filings by Telemark Asset Management

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