Telemark Asset Management, LLC Buys Booking Holdings Inc, NVIDIA Corp, Anaplan Inc, Sells Newmont Corp, Twilio Inc, Pfenex Inc

• New Purchases: BKNG, PLAN, ZM, DIS, UBER, LUV, DAL, TEAM, PINS, ETSY, XPO, BBY, JBLU, FIVN, SNBR,
• Added Positions: NVDA, FB, PATK, TRMB, ADI, KSU, HEI, MA, NOVT, KNX, TTGT, SP, AMRC, ASPN,
• Reduced Positions: TWLO, AAWW, NOW, GOOGL, CARG, ATVI, ZNGA, WGO,
• Sold Out: NEM, PFNX, GOLD, GLD, THO, TWOU, FLIR, V, LVGO, IIVI, YETI,

For the details of Telemark Asset Management, LLC's stock buys and sells, go to https://www.gurufocus.com/guru/telemark+asset+management%2C+llc/current-portfolio/portfolio

1. Amazon.com Inc (AMZN) - 35,000 shares, 13.68% of the total portfolio.
2. Wayfair Inc (W) - 170,000 shares, 6.14% of the total portfolio.
3. Codexis Inc (CDXS) - 3,090,211 shares, 4.50% of the total portfolio.
4. NVIDIA Corp (NVDA) - 50,000 shares, 3.36% of the total portfolio. Shares added by 257.14%
5. Facebook Inc (FB) - 100,000 shares, 3.25% of the total portfolio. Shares added by 100.00%

Telemark Asset Management, LLC initiated holding in Booking Holdings Inc. The purchase prices were between $1638.47 and $1948.73, with an estimated average price of $1757.32. The stock is now traded at around $1974.92. The impact to a portfolio due to this purchase was 2.55%. The holding were 12,000 shares as of .

Telemark Asset Management, LLC initiated holding in Anaplan Inc. The purchase prices were between $42.39 and $62.8, with an estimated average price of $51.59. The stock is now traded at around $63.01. The impact to a portfolio due to this purchase was 2.33%. The holding were 300,000 shares as of .

Telemark Asset Management, LLC initiated holding in Zoom Video Communications Inc. The purchase prices were between $231.04 and $500.53, with an estimated average price of $319.67. The stock is now traded at around $425.02. The impact to a portfolio due to this purchase was 1.75%. The holding were 30,000 shares as of .

Telemark Asset Management, LLC initiated holding in The Walt Disney Co. The purchase prices were between $112.18 and $135.54, with an estimated average price of $124.91. The stock is now traded at around $137.09. The impact to a portfolio due to this purchase was 1.54%. The holding were 100,000 shares as of .

Telemark Asset Management, LLC initiated holding in Uber Technologies Inc. The purchase prices were between $29.42 and $37.95, with an estimated average price of $32.98. The stock is now traded at around $47.37. The impact to a portfolio due to this purchase was 1.36%. The holding were 300,000 shares as of .

Telemark Asset Management, LLC initiated holding in Southwest Airlines Co. The purchase prices were between $30.89 and $42.1, with an estimated average price of $35.57. The stock is now traded at around $42.59. The impact to a portfolio due to this purchase was 1.16%. The holding were 250,000 shares as of .

Telemark Asset Management, LLC added to a holding in NVIDIA Corp by 257.14%. The purchase prices were between $381.2 and $573.86, with an estimated average price of $464.8. The stock is now traded at around $546.60. The impact to a portfolio due to this purchase was 2.42%. The holding were 50,000 shares as of .

Telemark Asset Management, LLC added to a holding in Facebook Inc by 100.00%. The purchase prices were between $230.12 and $303.91, with an estimated average price of $257.89. The stock is now traded at around $278.70. The impact to a portfolio due to this purchase was 1.63%. The holding were 100,000 shares as of .

Telemark Asset Management, LLC added to a holding in Patrick Industries Inc by 200.00%. The purchase prices were between $49.34 and $69.63, with an estimated average price of $59.94. The stock is now traded at around $56.97. The impact to a portfolio due to this purchase was 1.43%. The holding were 300,000 shares as of .

Telemark Asset Management, LLC added to a holding in Trimble Inc by 133.33%. The purchase prices were between $41.66 and $54.31, with an estimated average price of $47.73. The stock is now traded at around $57.38. The impact to a portfolio due to this purchase was 1.21%. The holding were 350,000 shares as of .

Telemark Asset Management, LLC added to a holding in Analog Devices Inc by 50.00%. The purchase prices were between $111.94 and $124.5, with an estimated average price of $117.13. The stock is now traded at around $137.19. The impact to a portfolio due to this purchase was 0.72%. The holding were 150,000 shares as of .

Telemark Asset Management, LLC added to a holding in Kansas City Southern by 30.00%. The purchase prices were between $142.84 and $193.78, with an estimated average price of $172.99. The stock is now traded at around $187.59. The impact to a portfolio due to this purchase was 0.67%. The holding were 130,000 shares as of .

Telemark Asset Management, LLC sold out a holding in Newmont Corp. The sale prices were between $59.54 and $70.37, with an estimated average price of $65.13.

Telemark Asset Management, LLC sold out a holding in Pfenex Inc. The sale prices were between $7.09 and $12.89, with an estimated average price of $10.58.

Telemark Asset Management, LLC sold out a holding in Barrick Gold Corp. The sale prices were between $26.13 and $30.46, with an estimated average price of $28.46.

Telemark Asset Management, LLC sold out a holding in SPDR GOLD TRUST. The sale prices were between $166.62 and $193.89, with an estimated average price of $179.71.

Telemark Asset Management, LLC sold out a holding in Thor Industries Inc. The sale prices were between $89.08 and $120.74, with an estimated average price of $103.45.

Telemark Asset Management, LLC sold out a holding in 2U Inc. The sale prices were between $32.65 and $48.54, with an estimated average price of $39.58.