Telemark Asset Management’s Anaplan, Inc. PLAN Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q1	–	Sell	-80,000	Closed	-$5.75M	–	75
2020 Q4	$5.75M	Sell	80,000 -220,000	-73%	-$14.3M	0.6%	48
2020 Q3	$18.8M	Buy	+300,000	New	+$15.5M	2.27%	14
2020 Q1	–	Sell	-200,000	Closed	-$10.5M	–	68
2019 Q4	$10.5M	Sell	200,000 -200,000	-50%	-$9.92M	1.52%	24
2019 Q3	$18.8M	Sell	400,000 -100,000	-20%	-$5.43M	2.94%	13
2019 Q2	$25.2M	Buy	500,000 +100,000	+25%	+$4.13M	2.89%	17
2019 Q1	$15.7M	Hold	400,000	–	–	1.99%	16
2018 Q4	$10.6M	Buy	+400,000	New	+$9.89M	2.18%	18

Other funds holding PLAN

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return

BCM

Brown Capital Management Baltimore, Maryland $704M AUM 6.25% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Sculptor Capital New York $9.61B AUM 27.49% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

JSP

Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return

Telemark Asset Management's PLAN Position: Q1 2021 in Review

Telemark Asset Management sold out of Anaplan, Inc. (PLAN) in Q1 2021, closing a stake of 80,000 shares — an estimated $5.75M sold.

Telemark Asset Management first reported a position in PLAN in Q4 2018 and held it in 7 quarters. The position peaked at $25.2M in Q2 2019. 304 funds tracked by Wall St. Rank hold PLAN as of Q1 2021.

Telemark Asset Management reported no remaining Anaplan, Inc. position as of Q1 2021 after selling out during the quarter.
Telemark Asset Management sold 80,000 Anaplan, Inc. shares in Q1 2021, an estimated $5.75M.
Telemark Asset Management first reported a position in Anaplan, Inc. in Q4 2018 and held it in 7 quarters.
Telemark Asset Management's Anaplan, Inc. position peaked at $25.2M in Q2 2019.
304 funds tracked by Wall St. Rank held Anaplan, Inc. as of Q1 2021.

Based on Telemark Asset Management's 13F filing for Q1 2021, filed 12 May 2021.