Telemark Asset Management

Telemark Asset Management as of March 31, 2014

Portfolio Holdings for Telemark Asset Management

Telemark Asset Management holds 45 positions in its portfolio as reported in the March 2014 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Amazon (AMZN) 6.8 $27M 80k 336.37
ARM Holdings 5.8 $23M 450k 50.97
Green Plains Renewable Energy (GPRE) 4.5 $18M 600k 29.96
Acuity Brands (AYI) 4.0 $16M 120k 132.57
Delta Air Lines (DAL) 3.9 $16M 450k 34.65
KLA-Tencor Corporation (KLAC) 3.3 $13M 190k 69.14
Aixtron 3.3 $13M 800k 16.30
SPDR Gold Trust (GLD) 3.1 $12M 100k 123.61
Franco-Nevada Corporation (FNV) 2.9 $12M 250k 45.86
Royal Gold (RGLD) 2.8 $11M 180k 62.62
Bank of America Corporation (BAC) 2.8 $11M 650k 17.20
Google 2.8 $11M 10k 1114.51
Apple (AAPL) 2.7 $11M 20k 536.74
Gentherm (THRM) 2.7 $11M 305k 34.72
Salix Pharmaceuticals 2.6 $10M 100k 103.61
FEI Company 2.6 $10M 100k 103.02
TASER International 2.5 $10M 550k 18.29
Cree 2.4 $9.6M 170k 56.56
salesforce (CRM) 2.3 $9.1M 160k 57.09
Agnico (AEM) 2.3 $9.1M 300k 30.25
Tripadvisor (TRIP) 2.3 $9.1M 100k 90.59
Hldgs (UAL) 2.2 $8.9M 200k 44.63
Archer Daniels Midland Company (ADM) 2.2 $8.7M 200k 43.39
Veeco Instruments (VECO) 2.1 $8.4M 200k 41.93
Range Resources (RRC) 2.1 $8.3M 100k 82.97
Waste Connections 2.0 $7.9M 180k 43.86
Core-Mark Holding Company 1.8 $7.3M 100k 72.60
Stratasys (SSYS) 1.6 $6.4M 60k 106.09
Deluxe Corporation (DLX) 1.6 $6.3M 120k 52.47
Ubs Ag Cmn 1.6 $6.2M 300k 20.72
Cameco Corporation (CCJ) 1.4 $5.7M 250k 22.90
CoStar (CSGP) 1.4 $5.6M 30k 186.74
iRobot Corporation (IRBT) 1.2 $4.9M 120k 41.05
Goldcorp 1.2 $4.9M 200k 24.48
Southwest Airlines (LUV) 1.2 $4.7M 200k 23.61
Kennedy-Wilson Holdings (KW) 1.1 $4.5M 200k 22.51
Pure Technologies 1.1 $4.3M 711k 6.04
EOG Resources (EOG) 1.0 $3.9M 20k 196.17
Arcam - Ab equity 0.9 $3.7M 120k 30.45
Ritchie Bros. Auctioneers Inco 0.9 $3.6M 150k 24.13
Stag Industrial (STAG) 0.9 $3.6M 150k 24.10
Silver Wheaton Corp 0.9 $3.4M 150k 22.70
Mcewen Mining 0.5 $2.1M 900k 2.37
Western Digital (WDC) 0.2 $918k 10k 91.82
Seagate Technology Com Stk 0.1 $562k 10k 56.16