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

Boston, MA, based Investment company Telemark Asset Management, LLC (Current Portfolio) buys Zoom Video Communications Inc, United Rentals Inc, Zynga Inc, Lyft Inc, Uber Technologies Inc, sells Alphabet Inc, Twilio Inc, IAC/InterActiveCorp, Arista Networks Inc, Schlumberger during the 3-months ended 2019Q2, according to the most recent filings of the investment company, Telemark Asset Management, LLC. As of 2019Q2, Telemark Asset Management, LLC owns 39 stocks with a total value of $864 million. These are the details of the buys and sells.

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

These are the top 5 holdings of Telemark Asset Management, LLC
  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.
New Purchase: Zoom Video Communications Inc (ZM)

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 .

New Purchase: United Rentals Inc (URI)

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 .

New Purchase: Zynga Inc (ZNGA)

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 .

New Purchase: Lyft Inc (LYFT)

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 .

New Purchase: Uber Technologies Inc (UBER)

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 .

New Purchase: Frontdoor Inc (FTDR)

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 .

Added: Wayfair Inc (W)

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 .

Added: Heico Corp (HEI)

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 .

Added: CarGurus Inc (CARG)

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 .

Added: Anaplan Inc (PLAN)

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 .

Added: Brooks Automation Inc (BRKS)

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 .

Sold Out: Alphabet Inc (GOOGL)

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.

Sold Out: IAC/InterActiveCorp (IAC)

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.

Sold Out: Arista Networks Inc (ANET)

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.

Sold Out: Zscaler Inc (ZS)

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.

Sold Out: Heico Corp (HEI.A)

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.

Sold Out: Corning Inc (GLW)

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.



Here is the complete portfolio of Telemark Asset Management, LLC. Also check out:

1. Telemark Asset Management, LLC's Undervalued Stocks
2. Telemark Asset Management, LLC's Top Growth Companies, and
3. Telemark Asset Management, LLC's High Yield stocks
4. Stocks that Telemark Asset Management, LLC keeps buying

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