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 March 2019 quarter

Company (Ticker) Portfolio Weight Share Count Change in Shares Price
Amazon (AMZN) 11.25 50000 1780.76
Twilio Inc cl a 8.98 550000 -8% 129.18
Codexis Inc 8.69 3.35M 20.53
Alphabet Inc Class A cs 5.95 40000 +100% 1176.90
Wayfair 5.63 300000 148.45
Schlumberger (SLB) 5.50 1000000 NEW 43.57
Okta Inc cl a 4.18 400000 82.73
Verisk Analytics (VRSK) 4.13 245800 133.00
Baker Hughes A Ge Company 3.50 1000000 NEW 27.72
Novanta 3.21 300000 84.73
Cargurus Inc 3.04 400000 +33% 60.09
Teradyne (TER) 3.02 600000 NEW 39.84
Planet Fitness Inc-cl A 2.17 250000 NEW 68.72
IAC/InterActive (IACI) 2.12 80000 210.11
Ingevity 2.00 150000 105.61
Arista Networks 1.99 50000 NEW 314.46
Anaplan Inc 1.99 400000 39.36
Broadcom Ltd 1.90 50000 NEW 300.72
New Relic 1.87 150000 -25% 98.70
Microsoft Corporation (MSFT) 1.49 100000 -50% 117.94
Adyen N V ord shr 1.49 15000 NEW 783.73
Zscaler Incorporated 1.34 150000 NEW 70.93
HEICO Corporation (HEI.A) 1.33 125000 NEW 84.06
American Superconductor 1.29 794044 +45% 12.86
Corning Incorporated (GLW) 1.25 300000 NEW 33.10
Benefitfocus 1.25 200000 NEW 49.52
HEICO Corporation (HEI) 1.20 100000 -42% 94.87
Brooks Automation (BRKS) 1.11 300000 NEW 29.33
salesforce (CRM) 1.00 50000 -50% 158.38
Glaukos 0.99 100000 NEW 78.37
Innospec (IOSP) 0.97 92500 83.35
Workday Inc cl a 0.97 40000 -60% 192.85
AAR (AIR) 0.82 200000 32.51
Halliburton Company (HAL) 0.74 200000 NEW 29.30
Angie's List 0.68 350000 NEW 15.44
Aspen Aerogels 0.49 1.51M +29% 2.55
Square Inc cl a 0.47 50000 NEW 74.92

Past 13F-HR SEC Filings by Telemark Asset Management

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