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Stock Style
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Stock Style shows hedge fund manager's main investment focus in Value or Growth. It is determined based on analysis of portfolio holdings that are part of about 3000 US Stocks.
Style
Market Cap
Large
Value
Mid
Blend
Small
Growth
4
0
3
0
1
0
4
5
4
Colin McNayHM-KEY
TELEMARK ASSET MANAGEMENT LLC
Time Period2018-09-30

Total Holdings39

Total Value ($x1000)802,401

Investment StyleGrowth

Activities
New6

Increased10

Unchanged14

Decreased9

Sold Out22

Top 10 Stock Holdingstotal 52.09%
AMZN12.48

CDXS7.16

W5.52

HES4.46

PSX4.21

 
UNP4.06

VRSK3.69

KSU3.53

OKTA3.51

CARG3.47

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
AMZN
12.48%
COM
CDXS
7.16%
COM
W
5.52%
CL A
HES
4.46%
COM
PSX
4.21%
COM
UNP
4.06%
COM
VRSK
3.69%
CL A
KSU
3.53%
COM NEW
OKTA
3.51%
CL A
CARG
3.47%
CL A
FLIR
3.45%
COM
TDOC
3.23%
COM
IAC
2.7%
COM PAR $.001
ANDV
2.49%
COM
NEWR
2.35%
COM
NOVT
2.34%
COM
GOOGL
2.26%
CAP STK CL A
JBHT
2.22%
COM
TRMB
2.17%
COM
TWLO
2.15%
CL A
VLO
2.13%
COM
EOG
2.07%
COM
STNG
2%
SHS
NGVT
1.9%
COM
AAXN
1.71%
COM
MSFT
1.43%
COM
WLL
1.32%
COM NEW
AIR
1.19%
COM
HEI/A
1.18%
CL A
ANGI
1.17%
CL A
APPN
1.11%
CL A
LPSN
0.97%
COM
IOSP
0.96%
COM
SCHN
0.84%
CL A
YEXT
0.74%
COM
ASPN
0.59%
COM
AMSC
0.47%
SHS NEW
MRAM
0.44%
COM
WANDISCO...
0.33%
EQUITY (ORD 10P)
TS
2.72%
SPONSORED ADR
PXD
2.38%
COM
FB
2.2%
CL A
TECK
1.28%
CL B
SPOT
1.27%
SHS
MOS
1.06%
COM
TWOU
1.05%
COM
PVTL
0.92%
CL A
RHT
0.85%
COM
PE
0.76%
CL A
AMT
0.73%
COM
BABA
0.7%
SPONSORED ADS
RIO
0.7%
SPONSORED ADR
NBL
0.67%
COM
GLENCORE...
0.6%
EQUITY (UNSPONSORED ADR)
NOV
0.55%
COM
SCCO
0.47%
COM
TTGT
0.36%
COM
BBSI
0.34%
COM
WRD
0.32%
COM
IQE PLC ...
0.32%
ORD
KOPN
0.19%
COM