Telemark Asset Management, LLC Buys Zoom Video Communications Inc, United Rentals Inc, Zynga Inc, Sells Alphabet Inc, Twilio Inc, IAC/InterActiveCorp

• New Purchases: ZM, URI, ZNGA, LYFT, UBER, FTDR, LGND, PINS, AAXN, TTGT, FTI, REAL, BOLD, FI, OIS, OII, QTRX,
• Added Positions: W, HEI, CARG, PLAN, BHGE, BRKS, PLNT,
• Reduced Positions: TWLO, SLB, OKTA, AMSC, TER, NEWR,
• Sold Out: GOOGL, IAC, ANET, ZS, HEI.A, GLW, BNFT, CRM, GKOS, WDAY, AIR, HAL, SQ,

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, 10.96% of the total portfolio.
2. Codexis Inc (CDXS) - 3,350,000 shares, 7.14% of the total portfolio.
3. Wayfair Inc (W) - 400,000 shares, 6.76% of the total portfolio. Shares added by 33.33%
4. Twilio Inc (TWLO) - 270,000 shares, 4.26% of the total portfolio. Shares reduced by 50.91%
5. Verisk Analytics Inc (VRSK) - 245,800 shares, 4.17% of the total portfolio.

Telemark Asset Management, LLC initiated holding in Zoom Video Communications Inc. The purchase prices were between $62 and $102.77, with an estimated average price of $81.76. The stock is now traded at around $91.41. The impact to a portfolio due to this purchase was 3.6%. The holding were 350,000 shares as of .

Telemark Asset Management, LLC initiated holding in United Rentals Inc. The purchase prices were between $110.1 and $140.94, with an estimated average price of $126.94. The stock is now traded at around $109.16. The impact to a portfolio due to this purchase was 3.07%. The holding were 200,000 shares as of .

Telemark Asset Management, LLC initiated holding in Zynga Inc. The purchase prices were between $5.25 and $6.49, with an estimated average price of $5.89. The stock is now traded at around $5.76. The impact to a portfolio due to this purchase was 3.04%. The holding were 2,000,000 shares as of .

Telemark Asset Management, LLC initiated holding in Lyft Inc. The purchase prices were between $48.15 and $74.45, with an estimated average price of $60.05. The stock is now traded at around $53.65. The impact to a portfolio due to this purchase was 3.04%. The holding were 400,000 shares as of .

Telemark Asset Management, LLC initiated holding in Uber Technologies Inc. The purchase prices were between $37.1 and $46.38, with an estimated average price of $42.42. The stock is now traded at around $35.46. The impact to a portfolio due to this purchase was 2.68%. The holding were 500,000 shares as of .

Telemark Asset Management, LLC initiated holding in Frontdoor Inc. The purchase prices were between $33.54 and $43.55, with an estimated average price of $38.38. The stock is now traded at around $50.95. The impact to a portfolio due to this purchase was 2.02%. The holding were 400,000 shares as of .

Telemark Asset Management, LLC added to a holding in Wayfair Inc by 33.33%. The purchase prices were between $137.78 and $163.53, with an estimated average price of $150.2. The stock is now traded at around $112.30. The impact to a portfolio due to this purchase was 1.69%. The holding were 400,000 shares as of .

Telemark Asset Management, LLC added to a holding in Heico Corp by 125.00%. The purchase prices were between $97.75 and $133.81, with an estimated average price of $110.95. The stock is now traded at around $144.32. The impact to a portfolio due to this purchase was 1.68%. The holding were 225,000 shares as of .

Telemark Asset Management, LLC added to a holding in CarGurus Inc by 87.50%. The purchase prices were between $33.52 and $41.45, with an estimated average price of $37.5. The stock is now traded at around $31.74. The impact to a portfolio due to this purchase was 1.46%. The holding were 750,000 shares as of .

Telemark Asset Management, LLC added to a holding in Anaplan Inc by 25.00%. The purchase prices were between $35.07 and $51.35, with an estimated average price of $41.18. The stock is now traded at around $57.81. The impact to a portfolio due to this purchase was 0.58%. The holding were 500,000 shares as of .

Telemark Asset Management, LLC added to a holding in Brooks Automation Inc by 33.33%. The purchase prices were between $29.53 and $41.1, with an estimated average price of $35.79. The stock is now traded at around $31.31. The impact to a portfolio due to this purchase was 0.45%. The holding were 400,000 shares as of .

Telemark Asset Management, LLC sold out a holding in Alphabet Inc. The sale prices were between $1038.74 and $1296.2, with an estimated average price of $1158.78.

Telemark Asset Management, LLC sold out a holding in IAC/InterActiveCorp. The sale prices were between $207.2 and $238.9, with an estimated average price of $223.23.

Telemark Asset Management, LLC sold out a holding in Arista Networks Inc. The sale prices were between $236.08 and $328.54, with an estimated average price of $277.33.

Telemark Asset Management, LLC sold out a holding in Zscaler Inc. The sale prices were between $62.43 and $79.88, with an estimated average price of $71.14.

Telemark Asset Management, LLC sold out a holding in Heico Corp. The sale prices were between $84.34 and $103.81, with an estimated average price of $91.94.

Telemark Asset Management, LLC sold out a holding in Corning Inc. The sale prices were between $28.84 and $35.01, with an estimated average price of $32.1.