Telemark Asset Management’s Applied Micro Circuits Corporation New AMCC Stock Holding History

Telemark Asset Management’s Portfolio AMCC Stock Details AMCC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q3	–	Sell	-500,000	Closed	-$3.38M	–	34
2015 Q2	$3.38M	Buy	+500,000	New	+$3.05M	0.89%	25
2013 Q4	–	Sell	-200,000	Closed	-$2.58M	–	64
2013 Q3	$2.58M	Buy	+200,000	New	+$2.27M	0.77%	40

Other funds holding AMCC

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

KRC

Kingdom Ridge Capital White Plains, New York $750M AUM 34.23% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Pinnacle Associates New York $7.78B AUM 45.07% 1-Year Est. Return

WEC

White Elm Capital Greenwich, Connecticut $118M AUM 42.18% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

PIMJS

PKO Investment Management Joint-Stock Warsaw, Poland $1.38B AUM 59.54% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Telemark Asset Management's AMCC Position: Q3 2015 in Review

Telemark Asset Management sold out of Applied Micro Circuits Corporation New (AMCC) in Q3 2015, closing a stake of 500,000 shares — an estimated $3.38M sold.

Telemark Asset Management first reported a position in AMCC in Q3 2013 and held it in 2 quarters. The position peaked at $3.38M in Q2 2015. 115 funds tracked by Wall St. Rank hold AMCC as of Q3 2015.

Telemark Asset Management reported no remaining Applied Micro Circuits Corporation New position as of Q3 2015 after selling out during the quarter.
Telemark Asset Management sold 500,000 Applied Micro Circuits Corporation New shares in Q3 2015, an estimated $3.38M.
Telemark Asset Management first reported a position in Applied Micro Circuits Corporation New in Q3 2013 and held it in 2 quarters.
Telemark Asset Management's Applied Micro Circuits Corporation New position peaked at $3.38M in Q2 2015.
115 funds tracked by Wall St. Rank held Applied Micro Circuits Corporation New as of Q3 2015.

Based on Telemark Asset Management's 13F filing for Q3 2015, filed 2 Nov 2015.