Totem Point Management as of March 31, 2019
Portfolio Holdings for Totem Point Management
Totem Point Management holds 17 positions in its portfolio as reported in the March 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Pegasystems (PEGA) | 9.5 | $15M | 230k | 65.00 | |
| Xilinx | 9.5 | $15M | 118k | 126.79 | |
| Nxp Semiconductors N V (NXPI) | 8.8 | $14M | 155k | 88.39 | |
| Analog Devices (ADI) | 8.4 | $13M | 125k | 105.27 | |
| S&p Global (SPGI) | 8.3 | $13M | 61k | 210.55 | |
| Msci (MSCI) | 7.0 | $11M | 55k | 198.84 | |
| Advanced Micro Devices (AMD) | 6.6 | $10M | 403k | 25.52 | |
| Microsoft Corporation (MSFT) | 5.7 | $8.9M | 75k | 117.95 | |
| Delphi Automotive Inc international (APTV) | 5.6 | $8.8M | 111k | 79.49 | |
| Twilio Inc cl a (TWLO) | 5.4 | $8.4M | 65k | 129.17 | |
| Iqiyi (IQ) | 4.5 | $7.1M | 296k | 23.92 | |
| Servicenow (NOW) | 4.3 | $6.8M | 27k | 246.50 | |
| Baidu (BIDU) | 4.3 | $6.7M | 41k | 164.85 | |
| Nutanix Inc cl a (NTNX) | 4.2 | $6.5M | 173k | 37.74 | |
| Alphabet Inc Class C cs (GOOG) | 3.8 | $5.9M | 5.1k | 1173.40 | |
| Instructure | 2.7 | $4.3M | 91k | 47.12 | |
| 111 Inc ads (YI) | 1.4 | $2.3M | 347k | 6.49 |
