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| Company
Main View |
| Name: |
TELEMARK ASSET MANAGEMENT LLC |
| City: |
BOSTON |
| State: |
MA |
| Zip: |
02110 |
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data |
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| Holdings
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6 |
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 |
Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
GLD |
streetTRACKS Gold Trust |
3 |
- |
$135.12 |
$17,301,000 |
112,000 |
6.09% |
4,339,000 |
32,000 |
0.028 |
Closed - End Fund - E... |
|
|
AEM |
Agnico Eagle Mines Ltd (USA) |
7 |
- |
$29.73 |
$11,081,000 |
270,000 |
3.9% |
11,081,000 |
270,000 |
0.16 |
Gold |
|
|
RGLD |
Royal Gold Inc |
10 |
- |
$51.87 |
$8,524,000 |
120,000 |
3% |
2,015,000 |
40,000 |
0.221 |
Gold |
|
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UAL |
United Continental Holding |
19 |
- |
$34.29 |
$6,402,000 |
200,000 |
2.25% |
4,064,000 |
100,000 |
0.06 |
Major Airlines |
|
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CPHD |
Cepheid |
32 |
- |
$38.55 |
$3,070,000 |
80,000 |
1.08% |
1,038,000 |
20,000 |
0.121 |
Scientific & Technica... |
|
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CRM |
Salesforce.com Inc |
33 |
- |
$47.01 |
$2,682,000 |
15,000 |
0.94% |
1,841,000 |
10,000 |
0.011 |
Internet Software & S... |
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