TAM
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Telemark Asset Management’s IBM IBM Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2017
Q2
Sell
-80,000
Closed -$13.9M 47
2017
Q1
$13.9M Sell
80,000
-20,000
-20% -$3.48M 3.28% 10
2016
Q4
$16.6M Buy
+100,000
New +$16.6M 3.62% 7
2016
Q2
Sell
-250,000
Closed -$37.9M 35
2016
Q1
$37.9M Buy
+250,000
New +$37.9M 9.38% 2