Telemark Asset Management as of Dec. 31, 2018
Portfolio Holdings for Telemark Asset Management
Telemark Asset Management holds 24 positions in its portfolio as reported in the December 2018 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Amazon (AMZN) | 15.4 | $75M | 50k | 1501.98 | |
| Codexis (CDXS) | 11.5 | $56M | 3.4M | 16.70 | |
| Twilio Inc cl a (TWLO) | 11.0 | $54M | 600k | 89.30 | |
| Wayfair (W) | 5.5 | $27M | 300k | 90.08 | |
| Verisk Analytics (VRSK) | 5.5 | $27M | 246k | 109.04 | |
| Okta Inc cl a (OKTA) | 5.2 | $26M | 400k | 63.80 | |
| Alphabet Inc Class A cs (GOOGL) | 4.3 | $21M | 20k | 1044.95 | |
| Microsoft Corporation (MSFT) | 4.2 | $20M | 200k | 101.57 | |
| Novanta (NOVT) | 3.9 | $19M | 300k | 63.00 | |
| New Relic | 3.3 | $16M | 200k | 80.97 | |
| Workday Inc cl a (WDAY) | 3.3 | $16M | 100k | 159.68 | |
| IAC/InterActive | 3.0 | $15M | 80k | 183.04 | |
| salesforce (CRM) | 2.8 | $14M | 100k | 136.97 | |
| Veeva Sys Inc cl a (VEEV) | 2.8 | $13M | 150k | 89.32 | |
| Tableau Software Inc Cl A | 2.7 | $13M | 110k | 120.00 | |
| Ingevity (NGVT) | 2.6 | $13M | 150k | 83.69 | |
| HEICO Corporation (HEI) | 2.4 | $12M | 175k | 67.14 | |
| Anaplan | 2.2 | $11M | 400k | 26.54 | |
| Cargurus (CARG) | 2.1 | $10M | 300k | 33.73 | |
| Scorpio Tankers | 1.8 | $8.8M | 5.0M | 1.76 | |
| Aar (AIR) | 1.5 | $7.5M | 200k | 37.34 | |
| American Superconductor (AMSC) | 1.2 | $6.1M | 544k | 11.15 | |
| Innospec (IOSP) | 1.2 | $5.7M | 93k | 61.76 | |
| Aspen Aerogels (ASPN) | 0.5 | $2.5M | 1.2M | 2.13 |
