Totem Point Management as of Dec. 31, 2018
Portfolio Holdings for Totem Point Management
Totem Point Management holds 15 positions in its portfolio as reported in the December 2018 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Xilinx | 13.5 | $18M | 211k | 85.17 | |
| Analog Devices (ADI) | 11.5 | $15M | 179k | 85.83 | |
| Nutanix Inc cl a (NTNX) | 10.3 | $14M | 329k | 41.59 | |
| Sendgrid | 9.5 | $13M | 294k | 43.17 | |
| Alphabet Inc Class C cs (GOOG) | 7.2 | $9.5M | 9.2k | 1035.66 | |
| Nxp Semiconductors N V (NXPI) | 7.0 | $9.3M | 127k | 73.28 | |
| Microsoft Corporation (MSFT) | 6.6 | $8.9M | 87k | 101.57 | |
| Baidu (BIDU) | 5.5 | $7.3M | 46k | 158.61 | |
| Monolithic Power Systems (MPWR) | 5.5 | $7.3M | 63k | 116.25 | |
| Pegasystems (PEGA) | 5.3 | $7.1M | 148k | 47.83 | |
| Iqiyi (IQ) | 3.9 | $5.2M | 348k | 14.87 | |
| Msci (MSCI) | 3.8 | $5.0M | 34k | 147.43 | |
| Instructure | 3.8 | $5.0M | 135k | 37.51 | |
| S&p Global (SPGI) | 3.4 | $4.6M | 27k | 169.93 | |
| Delphi Automotive Inc international (APTV) | 3.2 | $4.3M | 70k | 61.57 |
