Totem Point Management as of March 31, 2020
Portfolio Holdings for Totem Point Management
Totem Point Management holds 13 positions in its portfolio as reported in the March 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Nortonlifelock (GEN) | 18.7 | $37M | 2.0M | 18.71 | |
| Pegasystems (PEGA) | 13.1 | $26M | 360k | 71.23 | |
| Analog Devices (ADI) | 12.2 | $24M | 265k | 89.65 | |
| Microsoft Corporation (MSFT) | 9.2 | $18M | 114k | 157.71 | |
| S&p Global (SPGI) | 8.3 | $16M | 66k | 245.05 | |
| Tyler Technologies (TYL) | 6.9 | $14M | 45k | 296.55 | |
| NVIDIA Corporation (NVDA) | 6.8 | $13M | 50k | 263.61 | |
| Msci (MSCI) | 6.3 | $12M | 43k | 288.95 | |
| Advanced Micro Devices (AMD) | 4.5 | $8.7M | 192k | 45.48 | |
| Servicenow (NOW) | 3.9 | $7.6M | 26k | 286.59 | |
| Tradeweb Markets (TW) | 3.7 | $7.2M | 170k | 42.04 | |
| 111 Inc ads (YI) | 3.4 | $6.7M | 1.0M | 6.61 | |
| Nxp Semiconductors N V (NXPI) | 3.1 | $6.0M | 72k | 82.93 |
