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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
1
0
2
0
0
0
3
2
5
Colin McNayHM-KEY
TELEMARK ASSET MANAGEMENT LLC
Time Period2018-12-31

Total Holdings24

Total Value ($x1000)486,765

Investment StyleGrowth

Activities
New6

Increased5

Unchanged9

Decreased4

Sold Out21

Top 10 Stock Holdingstotal 69.9%
AMZN15.43

CDXS11.49

TWLO11.01

W5.55

VRSK5.51

 
OKTA5.24

GOOGL4.29

MSFT4.17

NOVT3.88

NEWR3.33

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
AMZN
15.43%
COM
CDXS
11.49%
COM
TWLO
11.01%
CL A
W
5.55%
CL A
VRSK
5.51%
CL A
OKTA
5.24%
CL A
GOOGL
4.29%
CAP STK CL A
MSFT
4.17%
COM
NOVT
3.88%
COM
NEWR
3.33%
COM
WDAY
3.28%
CL A
IAC
3.01%
COM PAR $.001
CRM
2.81%
COM
VEEV
2.75%
CL A COM
DATA
2.71%
CL A
NGVT
2.58%
COM
HEI
2.41%
COM
PLAN
2.18%
COM
CARG
2.08%
CL A
STNG
1.81%
SHS
AIR
1.53%
COM
AMSC
1.25%
SHS NEW
IOSP
1.17%
COM
ASPN
0.51%
COM
HES
4.46%
COM
PSX
4.21%
COM
UNP
4.06%
COM
KSU
3.53%
COM NEW
FLIR
3.45%
COM
TDOC
3.23%
COM
ANDV
2.49%
COM
JBHT
2.22%
COM
TRMB
2.17%
COM
VLO
2.13%
COM
EOG
2.07%
COM
AAXN
1.71%
COM
WLL
1.32%
COM NEW
HEI/A
1.18%
CL A
ANGI
1.17%
CL A
APPN
1.11%
CL A
LPSN
0.97%
COM
SCHN
0.84%
CL A
YEXT
0.74%
COM
MRAM
0.44%
COM
WANDISCO...
0.33%
EQUITY (ORD 10P)