Totem Point Management as of Dec. 31, 2019
Portfolio Holdings for Totem Point Management
Totem Point Management holds 15 positions in its portfolio as reported in the December 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Analog Devices (ADI) | 14.4 | $34M | 285k | 118.84 | |
| Nxp Semiconductors N V (NXPI) | 13.9 | $33M | 256k | 127.26 | |
| Pegasystems (PEGA) | 11.5 | $27M | 337k | 79.65 | |
| Nortonlifelock (GEN) | 9.8 | $23M | 904k | 25.52 | |
| KLA-Tencor Corporation (KLAC) | 8.4 | $20M | 110k | 178.17 | |
| S&p Global (SPGI) | 7.5 | $18M | 65k | 273.06 | |
| Delphi Automotive Inc international (APTV) | 6.6 | $15M | 163k | 94.97 | |
| Micron Technology (MU) | 6.6 | $15M | 286k | 53.78 | |
| Microsoft Corporation (MSFT) | 4.6 | $11M | 68k | 157.71 | |
| Moody's Corporation (MCO) | 4.3 | $10M | 42k | 237.40 | |
| Advanced Micro Devices (AMD) | 3.4 | $8.1M | 176k | 45.86 | |
| Servicenow (NOW) | 3.1 | $7.3M | 26k | 282.32 | |
| Tradeweb Markets (TW) | 3.0 | $7.1M | 152k | 46.35 | |
| 111 Inc ads (YI) | 2.1 | $4.9M | 734k | 6.73 | |
| Msci (MSCI) | 0.7 | $1.7M | 6.7k | 258.14 |
