Telemark Asset Management, LLC Buys Schlumberger, Baker Hughes, a GE Co, Teradyne Inc, Sells Veeva Systems Inc, Tableau Software Inc, Microsoft Corp

• New Purchases: SLB, BHGE, TER, PLNT, PLAN, ANET, AVGO, ZS, HEI.A, BNFT, GLW, BRKS, GKOS, HAL, SQ,
• Added Positions: GOOGL, CARG, AMSC, ASPN,
• Reduced Positions: MSFT, WDAY, CRM, HEI, TWLO, NEWR,
• Sold Out: VEEV, DATA,

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) - 50,000 shares, 11.50% of the total portfolio.
2. Twilio Inc (TWLO) - 550,000 shares, 9.17% of the total portfolio. Shares reduced by 8.33%
3. Codexis Inc (CDXS) - 3,350,000 shares, 8.88% of the total portfolio.
4. Alphabet Inc (GOOGL) - 40,000 shares, 6.08% of the total portfolio. Shares added by 100.00%
5. Wayfair Inc (W) - 300,000 shares, 5.75% of the total portfolio.

Telemark Asset Management, LLC initiated holding in Schlumberger Ltd. The purchase prices were between $36.08 and $45.9, with an estimated average price of $43.16. The stock is now traded at around $37.77. The impact to a portfolio due to this purchase was 5.63%. The holding were 1,000,000 shares as of .

Telemark Asset Management, LLC initiated holding in Baker Hughes, a GE Co. The purchase prices were between $20.91 and $28.46, with an estimated average price of $25.21. The stock is now traded at around $21.35. The impact to a portfolio due to this purchase was 3.58%. The holding were 1,000,000 shares as of .

Telemark Asset Management, LLC initiated holding in Teradyne Inc. The purchase prices were between $29.6 and $42.07, with an estimated average price of $37.24. The stock is now traded at around $45.51. The impact to a portfolio due to this purchase was 3.09%. The holding were 600,000 shares as of .

Telemark Asset Management, LLC initiated holding in Planet Fitness Inc. The purchase prices were between $52.8 and $68.72, with an estimated average price of $60.41. The stock is now traded at around $76.11. The impact to a portfolio due to this purchase was 2.22%. The holding were 250,000 shares as of .

Telemark Asset Management, LLC initiated holding in Arista Networks Inc. The purchase prices were between $199.6 and $315.02, with an estimated average price of $253.02. The stock is now traded at around $244.72. The impact to a portfolio due to this purchase was 2.03%. The holding were 50,000 shares as of .

Telemark Asset Management, LLC initiated holding in Anaplan Inc. The purchase prices were between $24 and $40.68, with an estimated average price of $33.5. The stock is now traded at around $37.20. The impact to a portfolio due to this purchase was 2.03%. The holding were 400,000 shares as of .

Telemark Asset Management, LLC added to a holding in Alphabet Inc by 100.00%. The purchase prices were between $1025.47 and $1236.13, with an estimated average price of $1127.35. The stock is now traded at around $1133.57. The impact to a portfolio due to this purchase was 3.04%. The holding were 40,000 shares as of .

Telemark Asset Management, LLC added to a holding in CarGurus Inc by 33.33%. The purchase prices were between $32.23 and $42.8, with an estimated average price of $39.05. The stock is now traded at around $38.95. The impact to a portfolio due to this purchase was 0.78%. The holding were 400,000 shares as of .

Telemark Asset Management, LLC added to a holding in American Superconductor Corp by 45.95%. The purchase prices were between $10.85 and $16.06, with an estimated average price of $13.56. The stock is now traded at around $10.49. The impact to a portfolio due to this purchase was 0.42%. The holding were 794,044 shares as of .

Telemark Asset Management, LLC added to a holding in Aspen Aerogels Inc by 29.17%. The purchase prices were between $2.13 and $3.72, with an estimated average price of $2.96. The stock is now traded at around $4.68. The impact to a portfolio due to this purchase was 0.11%. The holding were 1,514,500 shares as of .

Telemark Asset Management, LLC sold out a holding in Veeva Systems Inc. The sale prices were between $84.89 and $128.62, with an estimated average price of $112.44.

Telemark Asset Management, LLC sold out a holding in Tableau Software Inc. The sale prices were between $115.72 and $136.64, with an estimated average price of $126.17.