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 2019 quarter

Company (Ticker) Portfolio Weight Share Count Change in Shares Price
Amazon (AMZN) 13.50 50000 1735.92
Codexis Inc 7.14 3.35M 13.71
Schlumberger (SLB) 5.32 1000000 34.17
Wayfair 5.23 300000 112.12
Teradyne (TER) 4.95 550000 -8% 57.91
Baker Hughes A Ge Company 4.69 1.30M +30% 23.20
HEICO Corporation (HEI) 4.37 225000 +125% 124.88
United Rentals (URI) 4.36 225000 NEW 124.64
Verisk Analytics (VRSK) 3.69 150000 -38% 158.14
Cargurus Inc 3.37 700000 +75% 30.95
Novanta 3.18 250000 -16% 81.72
Blackstone Group Inc Com Cl A stock 3.04 400000 NEW 48.84
Anaplan Inc 2.92 400000 47.00
FMC Technologies (FTI) 2.63 700000 NEW 24.14
Lyft Inc 2.54 400000 NEW 40.84
Frontdoor Inc 2.27 300000 NEW 48.57
Innospec (IOSP) 2.22 160000 +72% 89.14
Appian Corp cl a 2.22 300000 NEW 47.50
Twilio Inc cl a 2.14 125000 -77% 109.96
Brooks Automation (BRKS) 2.02 350000 +16% 37.03
NVIDIA Corporation (NVDA) 1.90 70000 NEW 174.07
Okta Inc cl a 1.53 100000 -75% 98.46
Microsoft Corporation (MSFT) 1.51 70000 -30% 139.03
Halliburton Company (HAL) 1.47 500000 +150% 18.85
Aspen Aerogels 1.43 1.55M +2% 5.92
Ingevity 1.32 100000 -33% 84.84
TechTarget (TTGT) 1.23 350000 NEW 22.53
Knight Swift Transn Hldgs Inc 1.13 200000 NEW 36.30
Old Dominion Freight Line (ODFL) 1.06 40000 NEW 169.98
Liberty Latin American Ltd Class C 1.06 400000 NEW 17.10
Zynga 0.91 1000000 NEW 5.82
Lam Research Corporation (LRCX) 0.90 25000 NEW 231.12
Oil States International (OIS) 0.83 400000 NEW 13.30
American Superconductor 0.55 450000 -43% 7.84
Franks Intl 0.55 750000 NEW 4.75
Helix Energy Solutions (HLX) 0.44 350000 NEW 8.06
Dril-Quip (DRQ) 0.39 50000 NEW 50.18

Past 13F-HR SEC Filings by Telemark Asset Management

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