Telemark Asset Management, LLC Q4 2018 Filing
Filed February 13, 2019
Portfolio Value
$486.8B
Holdings
24
Report Date
Q4 2018
Filing Type
13F-HR
All Holdings (24 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | AMZNAMAZON.COM | 50,000 | $75.1B | 15.43% | |
| 2 | CDXSCODEXIS INC | 3,350,000 | $55.9B | 11.49% | |
| 3 | TWLOTWILIO | 600,000 | $53.6B | 11.01% | |
| 4 | WWAYFAIR INC | 300,000 | $27.0B | 5.55% | |
| 5 | VRSKVERISK ANALYTICS | 245,800 | $26.8B | 5.51% | |
| 6 | OKTAOKTA INC | 400,000 | $25.5B | 5.24% | |
| 7 | GOOGLALPHABET INC | 20,000 | $20.9B | 4.29% | |
| 8 | MSFTMICROSOFT CORP | 200,000 | $20.3B | 4.17% | |
| 9 | 1GSNNOVANTA INC | 300,000 | $18.9B | 3.88% | |
| 10 | NEWREURNEW RELIC INC | 200,000 | $16.2B | 3.33% | |
| 11 | WDAYWORKDAY INC | 100,000 | $16.0B | 3.28% | |
| 12 | IACIEURIAC INTERACTIVECORP | 80,000 | $14.6B | 3.01% | |
| 13 | CRMSALESFORCE COM INC | 100,000 | $13.7B | 2.81% | |
| 14 | VEEVVEEVA SYS INC | 150,000 | $13.4B | 2.75% | |
| 15 | DATATABLEAU SOFTWARE INC | 110,000 | $13.2B | 2.71% | |
| 16 | NGVTINGEVITY CORP | 150,000 | $12.6B | 2.58% | |
| 17 | HEIHEICO CORP | 175,000 | $11.7B | 2.41% | |
| 18 | PLANUSDANAPLAN | 400,000 | $10.6B | 2.18% | |
| 19 | CARGCARGURUS INC | 300,000 | $10.1B | 2.08% | |
| 20 | STNGSCORPIO TANKERS INC | 5,000,000 | $8.8B | 1.81% | |
| 21 | AIRAAR CORP | 200,000 | $7.5B | 1.53% | |
| 22 | AMSCAMERICAN SUPERCONDUCTOR CORP | 544,044 | $6.1B | 1.25% | |
| 23 | IOSPINNOSPEC INC | 92,500 | $5.7B | 1.17% | |
| 24 | ASPNASPEN AEROGELS INC | 1,172,500 | $2.5B | 0.51% |