Telemark Asset Management Llc (1420816) Portfolio


Number of Companies: 31
Inflow: $125,205 K
Outflow: $-118,737 K
Net Flow: $6,468 K
2016-03-31: Recent SEC Filing
2015-12-31: Previous SEC Filing


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Mffais Overall Rank Mffais Industry Rank Company Industry Shares Action Qty Chg Close Price Mffais Flow(K) Current Value (K)
3071 42 Intl Business Machines Corp (IBM) It Services 250,000 New Holding 250,000 $151.44 $37,862 $37,862
2843 51 Goldcorp Inc (GG) Precious Metal Mining 800,000 New Holding 800,000 $16.23 $12,984 $12,984
3001 7 Raytheon Company (RTN) Defense Primes 200,000 Added More 100,000 $122.62 $12,263 $24,525
69 1 Flir Systems Inc (FLIR) Other Hardware 320,000 New Holding 320,000 $32.95 $10,544 $10,544
2298 15 Cognex Corp (CGNX) Electrical Components 250,000 New Holding 250,000 $38.95 $9,737 $9,737
107 3 Pandora Media Inc (P) Internet Media 1,000,000 New Holding 1,000,000 $8.95 $8,950 $8,950
2717 70 Concho Resources Inc (CXO) Exploration And Production 75,000 New Holding 75,000 $101.04 $7,578 $7,578
2986 89 Salesforcecom Inc (CRM) Application Software 200,000 Added More 100,000 $73.83 $7,383 $14,766
3068 39 Mcdonalds Corp (MCD) Restaurants 50,000 New Holding 50,000 $125.68 $6,284 $6,284
2493 48 Agnico Eagle Mines Ltd (AEM) Precious Metal Mining 100,000 New Holding 100,000 $36.16 $3,616 $3,616
2883 24 Linkedin Corp - A (LNKD) Internet Media 30,000 New Holding 30,000 $114.34 $3,430 $3,430
2636 8 Fei Company (FEIC) Other Hardware 30,000 New Holding 30,000 $89.01 $2,670 $2,670
335 7 Novagold Resources Inc (NG) Precious Metal Mining 300,000 New Holding 300,000 $5.04 $1,512 $1,512
2411 55 Ii-Vi Inc (IIVI) Semiconductor Devices 18,000 New Holding 18,000 $21.70 $390 $390
363 4 Motorcar Parts Of America In (MPAA) Auto Parts 266,200 No Change 0 $37.98 $0 $10,110
651 8 Techtarget (TTGT) Internet Media 0 Sold All -238,400 $7.42 $-1,768 $0
2981 80 Eog Resources Inc (EOG) Exploration And Production 120,000 Sold Some -30,000 $72.58 $-2,177 $8,709
2812 2 Lkq Corp (LKQ) Automotive Wholesalers 370,000 Sold Some -80,000 $31.93 $-2,554 $11,814
2336 15 Fortune Brands Home And Securi (FBHS) Home Improvement 0 Sold All -50,000 $56.04 $-2,802 $0
116 6 Callon Petroleum Co (CPE) Exploration And Production 0 Sold All -400,000 $8.85 $-3,540 $0
2314 20 Gentherm Inc (THRM) Auto Parts 0 Sold All -100,000 $41.59 $-4,159 $0
3074 26 Facebook Inc-A (FB) Internet Media 210,000 Sold Some -40,000 $114.09 $-4,564 $23,961
106 1 Core-Mark Holding Co Inc (CORE) Food Products Wholesalers 150,000 Sold Some -73,904 $81.55 $-6,027 $12,234
2915 18 Acuity Brands Inc (AYI) Comml And Res Bldg Equip And Sys 70,000 Sold Some -30,000 $218.13 $-6,544 $15,269
2703 9 Owens Corning (OC) Non Wood Building Materials 0 Sold All -150,000 $47.27 $-7,092 $0
2534 17 Lifepoint Health Inc (LPNT) Health Care Facilities 0 Sold All -120,000 $69.25 $-8,310 $0
2836 19 Snap-On Inc (SNA) Home Improvement 0 Sold All -55,000 $156.99 $-8,634 $0
2392 54 Arman Holdings Ltd (ARMH) Semiconductor Devices 200,000 Sold Some -250,000 $43.68 $-10,922 $8,738
3080 12 Amazoncom Inc (AMZN) Ecommerce Discretionary 70,000 Sold Some -20,000 $593.64 $-11,872 $41,554
2715 69 Pioneer Natural Resources Co (PXD) Exploration And Production 120,000 Sold Some -130,000 $140.74 $-18,296 $16,888
2921 14 Delta Air Lines Inc (DAL) Airlines 0 Sold All -400,000 $48.68 $-19,472 $0