Telemark Asset Management, LLC Q1 2019 Filing
Filed May 13, 2019
Portfolio Value
$791.6B
Holdings
37
Report Date
Q1 2019
Filing Type
13F-HR
All Holdings (37 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | AMZNAMAZON COM | 50,000 | $89.0B | 11.25% | |
| 2 | TWLOTWILIO INC | 550,000 | $71.0B | 8.98% | |
| 3 | CDXSCODEXIS INC | 3,350,000 | $68.8B | 8.69% | |
| 4 | GOOGLALPHABET INC | 40,000 | $47.1B | 5.95% | |
| 5 | WWAYFAIR INC | 300,000 | $44.5B | 5.63% | |
| 6 | SLBSCHLUMBERGER | 1,000,000 | $43.6B | 5.50% | |
| 7 | OKTAOKTA INC | 400,000 | $33.1B | 4.18% | |
| 8 | VRSKVERISK ANALYTICS INC | 245,800 | $32.7B | 4.13% | |
| 9 | BKRBAKER HUGHES | 1,000,000 | $27.7B | 3.50% | |
| 10 | 1GSNNOVANTA INC | 300,000 | $25.4B | 3.21% | |
| 11 | CARGCARGURUS INC | 400,000 | $24.0B | 3.04% | |
| 12 | TERTERADYNE INC | 600,000 | $23.9B | 3.02% | |
| 13 | PLNTPLANET FITNESS INC | 250,000 | $17.2B | 2.17% | |
| 14 | IACIEURIAC INTERACTIVECORP | 80,000 | $16.8B | 2.12% | |
| 15 | NGVTINGEVITY CORP | 150,000 | $15.8B | 2.00% | |
| 16 | PLANUSDANAPLAN INC | 400,000 | $15.7B | 1.99% | |
| 17 | ANETEURARISTA NETWORKS INC | 50,000 | $15.7B | 1.99% | |
| 18 | AVGOBROADCOM LTD | 50,000 | $15.0B | 1.90% | |
| 19 | NEWREURNEW RELIC INC | 150,000 | $14.8B | 1.87% | |
| 20 | MSFTMICROSOFT CORP | 100,000 | $11.8B | 1.49% | |
| 21 | —ADYEN N V | 15,000 | $11.8B | 1.49% | |
| 22 | ZSZSCALER INC | 150,000 | $10.6B | 1.34% | |
| 23 | HEIHEICO CORP NEW | 125,000 | $10.5B | 1.33% | |
| 24 | AMSCAMERICAN SUPERCONDUCTOR CORP | 794,044 | $10.2B | 1.29% | |
| 25 | GLWCORNING INC | 300,000 | $9.9B | 1.25% | |
| 26 | BNFTEURBENEFITFOCUS INC | 200,000 | $9.9B | 1.25% | |
| 27 | HEIHEICO CORP NEW | 100,000 | $9.5B | 1.20% | |
| 28 | AZTABROOKS AUTOMATION INC | 300,000 | $8.8B | 1.11% | |
| 29 | CRMSALESFORCE COM INC | 50,000 | $7.9B | 1.00% | |
| 30 | GKOSGLAUKOS CORP | 100,000 | $7.8B | 0.99% | |
| 31 | WDAYWORKDAY INC | 40,000 | $7.7B | 0.97% | |
| 32 | IOSPINNOSPEC INC | 92,500 | $7.7B | 0.97% | |
| 33 | AIRAAR CORP | 200,000 | $6.5B | 0.82% | |
| 34 | HALHALLIBURTON CO | 200,000 | $5.9B | 0.74% | |
| 35 | —ANGIES LIST INC | 350,000 | $5.4B | 0.68% | |
| 36 | ASPNASPEN AEROGELS INC | 1,514,500 | $3.9B | 0.49% | |
| 37 | XYZSQUARE INC | 50,000 | $3.7B | 0.47% |