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Telemark Asset Management’s Oracle ORCL Stock Holding History

Telemark Asset Management’s Portfolio ORCL Stock Details ORCL Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-230,000
Closed -$11.5M – 46
2017
Q2 		$11.5M Sell
230,000
-170,000
-43% -$8.52M 2.49% 13
2017
Q1 		$17.8M Buy
+400,000
New +$17.8M 4.2% 7