Totem Point Management as of June 30, 2019
Portfolio Holdings for Totem Point Management
Totem Point Management holds 18 positions in its portfolio as reported in the June 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Nxp Semiconductors N V (NXPI) | 11.7 | $24M | 250k | 97.61 | |
| Analog Devices (ADI) | 10.4 | $22M | 192k | 112.87 | |
| Pegasystems (PEGA) | 10.3 | $21M | 301k | 71.21 | |
| Twilio Cl A (TWLO) | 7.4 | $15M | 113k | 136.35 | |
| S&p Global (SPGI) | 6.8 | $14M | 62k | 227.79 | |
| Micron Technology (MU) | 5.5 | $12M | 299k | 38.59 | |
| Advanced Micro Devices (AMD) | 5.2 | $11M | 353k | 30.37 | |
| Moody's Corporation (MCO) | 5.1 | $11M | 54k | 195.31 | |
| Servicenow (NOW) | 5.1 | $11M | 38k | 274.56 | |
| Aptiv SHS (APTV) | 5.0 | $10M | 128k | 80.83 | |
| Msci (MSCI) | 5.0 | $10M | 43k | 238.79 | |
| Microsoft Corporation (MSFT) | 4.9 | $10M | 76k | 133.95 | |
| Smartsheet Com Cl A (SMAR) | 4.2 | $8.7M | 180k | 48.40 | |
| Tradeweb Mkts Cl A (TW) | 4.2 | $8.7M | 198k | 43.81 | |
| Iqiyi Sponsored Ads (IQ) | 3.4 | $7.0M | 341k | 20.65 | |
| Symantec Corporation | 2.7 | $5.6M | 255k | 21.76 | |
| 111 Ads (YI) | 1.7 | $3.6M | 649k | 5.56 | |
| Workday Cl A (WDAY) | 1.4 | $2.8M | 14k | 205.60 |
