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 September 2017 quarter

Company (Ticker) Portfolio Weight Share Count Change in Shares Price
Amazon (AMZN) 11.86 60000 961.35
Coherent (COHR) 5.80 120000 235.17
Wayfair 5.54 400000 67.40
EOG Resources (EOG) 5.37 270000 -20% 96.74
Facebook Inc cl a 4.57 130000 170.87
Trimble Navigation (TRMB) 4.44 550000 +37% 39.25
Zynga 3.89 5.00M NEW 3.78
Alphabet Inc Class A cs 3.40 17000 973.71
Pandora Media Inc 3.17 2.00M 7.70
Shopify Inc cl a 3.11 130000 116.49
New Relic 3.07 300000 +7% 49.80
Codexis Inc 2.80 2.05M NEW 6.65
Novanta 2.63 293000 +6% 43.60
Southern Copper Corporation (SCCO) 2.45 300000 NEW 39.76
American Tower Reit 2.39 85000 +13% 136.68
Apple (AAPL) 2.38 75000 154.12
Okta Inc cl a 2.32 400000 28.21
Red Hat (RHT) 2.28 100000 110.86
Axon Enterprise 2.10 450000 -10% 22.67
Hubspot 2.07 120000 +500% 84.05
Teradyne (TER) 1.92 250000 +25% 37.29
Pioneer Natural Resources (PXD) 1.82 60000 -70% 147.53
Cognex Corporation (CGNX) 1.59 70000 110.29
Microsoft Corporation (MSFT) 1.53 100000 74.49
Crown Castle Intl 1.44 70000 99.99
HEICO Corporation (HEI.A) 1.25 80000 76.20
Cimarex Energy Co 1.17 50000 113.68
Truecar 1.17 360000 -29% 15.79
Appian Corp cl a 1.17 200000 28.46
Schnitzer Steel Industries (SCHN) 1.16 200000 NEW 28.15
Southwest Airlines (LUV) 1.15 100000 -50% 55.98
Ingevity 1.03 80000 62.48
AAR (AIR) 1.01 130000 +30% 37.78
Delta Air Lines (DAL) 0.99 100000 -33% 48.22
Sba Communications Corp Com stock 0.89 30000 144.07
Ss&c Technologies Holding 0.83 100000 NEW 40.15
Pure Technologies (PUR) 0.82 968400 4.14
Wix Com Ltd shs 0.74 50000 -41% 71.86
American Airls 0.68 70000 NEW 47.49
Aspen Aerogels 0.63 706500 4.35
American Superconductor 0.51 544044 4.54
Iqe Plc shs 0.46 1.35M 1.67
Trecora Resources 0.41 150000 13.30

Past 13F-HR SEC Filings by Telemark Asset Management

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