Totem Point Management as of Sept. 30, 2019
Portfolio Holdings for Totem Point Management
Totem Point Management holds 17 positions in its portfolio as reported in the September 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Nxp Semiconductors N V (NXPI) | 17.9 | $33M | 298k | 109.12 | |
| Analog Devices (ADI) | 13.6 | $25M | 221k | 111.73 | |
| Pegasystems (PEGA) | 10.3 | $19M | 275k | 68.05 | |
| S&p Global (SPGI) | 8.3 | $15M | 62k | 244.98 | |
| Silicon Laboratories (SLAB) | 8.1 | $15M | 131k | 111.35 | |
| Advanced Micro Devices (AMD) | 6.8 | $12M | 426k | 28.99 | |
| Aptiv SHS (APTV) | 6.2 | $11M | 130k | 87.42 | |
| Microsoft Corporation (MSFT) | 5.9 | $11M | 77k | 139.03 | |
| Micron Technology (MU) | 4.5 | $8.1M | 190k | 42.85 | |
| Servicenow (NOW) | 3.8 | $6.8M | 27k | 253.84 | |
| Tradeweb Mkts Cl A (TW) | 3.1 | $5.6M | 151k | 36.98 | |
| Msci (MSCI) | 2.9 | $5.3M | 24k | 217.75 | |
| Moody's Corporation (MCO) | 2.9 | $5.3M | 26k | 204.84 | |
| Twilio Cl A (TWLO) | 2.1 | $3.9M | 35k | 109.96 | |
| 111 Ads (YI) | 1.7 | $3.2M | 650k | 4.87 | |
| Sailpoint Technlgies Hldgs I | 1.4 | $2.6M | 137k | 18.69 | |
| Ihs Markit SHS | 0.5 | $860k | 13k | 66.92 |
