Legal Name: TELEMARK ASSET MANAGEMENT, LLC
報告期間:
Jun 30, 2019
有効日:
Aug 14, 2019
セキュリティ |
保有株式/元本 |
市場価格 |
オプション |
Amazon.com Inc (023135106)
|
50,000 |
$94,682k |
|
Codexis Inc (192005106)
|
3,350,000 |
$61,741k |
|
Wayfair Inc (94419L101)
|
400,000 |
$58,400k |
|
Twilio Inc (90138F102)
|
270,000 |
$36,815k |
|
Verisk Analytics Inc (92345Y106)
|
245,800 |
$36,000k |
|
OKTA INC CL A (679295105)
|
270,000 |
$33,348k |
|
ZOOM VIDEO COMMUNICATIONS INC CL A (98980L101)
|
350,000 |
$31,077k |
|
Baker Hughes a GE Co (05722G100)
|
1,200,000 |
$29,556k |
|
NOVANTA INC (67000B104)
|
300,000 |
$28,290k |
|
Schlumberger Ltd (806857108)
|
700,000 |
$27,818k |
|
CARGURUS INC (141788109)
|
750,000 |
$27,083k |
|
UNITED RENTALS INC (911363109)
|
200,000 |
$26,526k |
|
Teradyne Inc (880770102)
|
550,000 |
$26,351k |
|
LYFT INC CL A COM (55087P104)
|
400,000 |
$26,284k |
|
ZYNGA INC - CL A (98986T108)
|
2,000,000 |
$26,260k |
|
ANAPLAN INC COM (03272L108)
|
500,000 |
$25,235k |
|
UBER TECHNOLOGIES INC COM (90353T100)
|
500,000 |
$23,190k |
|
PLANET FITNESS INC CL A (72703H101)
|
300,000 |
$21,732k |
|
FRONTDOOR INC (35905A109)
|
400,000 |
$17,420k |
|
LIGAND PHARMACEUTICALS (53220K504)
|
150,000 |
$17,123k |
|
INGEVITY CORP (45688C107)
|
150,000 |
$15,776k |
|
BROOKS AUTOMATION (114340102)
|
400,000 |
$15,500k |
|
PINTEREST INC CL A (72352L106)
|
550,000 |
$14,971k |
|
BROADCOM INC (11135F101)
|
50,000 |
$14,393k |
|
MICROSOFT CORP (594918104)
|
100,000 |
$13,396k |
|
HEICO Corp (422806109)
|
125,000 |
$12,921k |
|
Axon Enterprise Inc (05464C101)
|
200,000 |
$12,842k |
|
NEW RELIC INC COM (64829B100)
|
130,000 |
$11,246k |
|
ASPEN AEROGELS INC (04523Y105)
|
1,514,500 |
$10,798k |
|
TECHTARGET INC (87874R100)
|
400,000 |
$8,500k |
|
INNOSPEC INC (45768S105)
|
92,500 |
$8,440k |
|
ANGIES LIST INC (034754101)
|
600,000 |
$7,806k |
|
TechnipFMC PLC (G87110105)
|
300,000 |
$7,782k |
|
THE REALREAL INC COM (88339P101)
|
200,000 |
$5,780k |
|
AUDENTES THERAPEUTICS INC COM (05070R104)
|
150,000 |
$5,679k |
|
FRANK'S INTERNATIONAL NV (N33462107)
|
850,000 |
$4,641k |
|
AMERICAN SUPERCNDCTR (030111207)
|
500,000 |
$4,640k |
|
Oil States International Inc (678026105)
|
200,000 |
$3,660k |
|
Oceaneering International Inc (675232102)
|
150,000 |
$3,059k |
|
QUANTERIX CORP COM (74766Q101)
|
57,123 |
$1,930k |
|