HoldingsChannel.com
Telemark Asset Management LLC Top Holdings
As of  12/31/2019

   EntityAmountChange
 09/30/2019 to 12/31/2019
Position Size
($ in 1000's)
AMAZON COM INC 50,000 UNCH $92,392
     AMZN50,000UNCH$92,392
CODEXIS INC 3,350,000 UNCH $53,567
     CDXS3,350,000UNCH$53,567
TERADYNE INC 450,000 -100,000 $30,686
     TER450,000-100,000$30,686
HEICO CORP NEW 250,000 +25,000 $25,460
     HEI250,000+25,000$25,460
SCHLUMBERGER LTD 600,000 -400,000 $24,120
     SLB600,000-400,000$24,120
CARGURUS INC 675,000 -25,000 $23,747
     CARG675,000-25,000$23,747
BAKER HUGES COMPANY 900,000 +900,000 $23,067
     BHGE900,000+900,000$23,067
UNITED RENTALS INC 130,000 -95,000 $21,680
     URI130,000-95,000$21,680
JPMORGAN CHASE & CO 150,000 +150,000 $20,910
     JPM150,000+150,000$20,910
INNOSPEC INC 200,000 +40,000 $20,688
     IOSP200,000+40,000$20,688
WAYFAIR INC 225,000 -75,000 $20,333
     W225,000-75,000$20,333
HESS CORP 300,000 +300,000 $20,043
     HES300,000+300,000$20,043
NOVANTA INC 220,000 -30,000 $19,457
     NOVT220,000-30,000$19,457
ASML HOLDING N V 60,000 +60,000 $17,756
     COM60,000+60,000$17,756
ALPHABET INC 12,000 +12,000 $16,073
     GOOGL12,000+12,000$16,073
BROOKS AUTOMATION INC 350,000 UNCH $14,686
     BRKS350,000UNCH$14,686
ASPEN AEROGELS INC 1,725,311 +175,000 $13,388
     ASPN1,725,311+175,000$13,388
TRIMBLE INC 300,000 +300,000 $12,507
     TRMB300,000+300,000$12,507
FACEBOOK INC 60,000 +60,000 $12,315
     FB60,000+60,000$12,315
LAM RESEARCH CORP 40,000 +15,000 $11,696
     LRCX40,000+15,000$11,696
OKTA INC 100,000 UNCH $11,537
     OKTA100,000UNCH$11,537
BANK AMER CORP 325,000 +325,000 $11,447
     BAC325,000+325,000$11,447
MICROSOFT CORP 70,000 UNCH $11,039
     MSFT70,000UNCH$11,039
ANAPLAN INC 200,000 -200,000 $10,480
     PLAN200,000-200,000$10,480
LIBERTY LATIN AMERICAN LTD CLASS C 530,000 +130,000 $10,314
     COM530,000+130,000$10,314
HALLIBURTON CO 400,000 -100,000 $9,788
     HAL400,000-100,000$9,788
FRONTDOOR INC 200,000 -100,000 $9,484
     FTDR200,000-100,000$9,484
ADVANCED MICRO DEVICES INC 200,000 +200,000 $9,172
     AMD200,000+200,000$9,172
UBER TECHNOLOGIES INC 300,000 +300,000 $8,922
     UBER300,000+300,000$8,922
INGEVITY CORP 95,000 -5,000 $8,301
     NGVT95,000-5,000$8,301
TECHTARGET INC 302,700 -47,300 $7,900
     TTGT302,700-47,300$7,900
CARDLYTICS INC 120,000 +120,000 $7,543
     CDLX120,000+120,000$7,543
EVERQUOTE INC 200,000 +200,000 $6,870
     COM200,000+200,000$6,870
BERKSHIRE HATHAWAY INC DEL      $6,795
     BRK.B30,000+30,000$6,795
TIMKEN CO 120,000 +120,000 $6,757
     TKR120,000+120,000$6,757
ZYNGA INC 1,100,000 +100,000 $6,732
     ZNGA1,100,000+100,000$6,732
BWX TECHNOLOGIES INC 107,000 +107,000 $6,643
     BWXT107,000+107,000$6,643
VERISK ANALYTICS INC 40,000 -110,000 $5,974
     VRSK40,000-110,000$5,974
FLIR SYS INC 100,000 +100,000 $5,207
     FLIR100,000+100,000$5,207
SP PLUS CORP 121,000 +121,000 $5,134
     SP121,000+121,000$5,134
ACTIVISION BLIZZARD INC 80,000 +80,000 $4,754
     ATVI80,000+80,000$4,754
LYFT INC 100,000 -300,000 $4,302
     LYFT100,000-300,000$4,302
OIL STS INTL INC 225,000 -175,000 $3,670
     OIS225,000-175,000$3,670
HELIX ENERGY SOLUTIONS GRP I 350,000 UNCH $3,371
     HLX350,000UNCH$3,371
MOLECULAR TEMPLATES INC 225,000 +225,000 $3,147
     MTEM225,000+225,000$3,147
APPIAN CORP 80,000 -220,000 $3,057
     APPN80,000-220,000$3,057
TWILIO INC 30,000 -95,000 $2,948
     TWLO30,000-95,000$2,948
AMERICAN SUPERCONDUCTOR CORP 270,000 -180,000 $2,120
     AMSC270,000-180,000$2,120

See Full List: All Stocks Held By Telemark Asset Management LLC
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By Telemark Asset Management LLC

Size ($ in 1000's)
At 12/31/2019: $690,010
At 09/30/2019: $639,399

Telemark Asset Management LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Telemark Asset Management LLC 13F filings. Link to 13F filings: SEC filings

Telemark Asset Management LLC Top Holdings 13F Filings | www.HoldingsChannel.com

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