Totem Point Management as of June 30, 2020
Portfolio Holdings for Totem Point Management
Totem Point Management holds 17 positions in its portfolio as reported in the June 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Nortonlifelock (GEN) | 13.1 | $36M | 1.8M | 19.83 | |
| Pegasystems (PEGA) | 10.0 | $27M | 271k | 101.17 | |
| Crowdstrike Hldgs Cl A (CRWD) | 8.2 | $22M | 224k | 100.29 | |
| Analog Devices (ADI) | 7.7 | $21M | 172k | 122.64 | |
| NVIDIA Corporation (NVDA) | 7.3 | $20M | 53k | 379.91 | |
| Bill Com Holdings Ord (BILL) | 7.3 | $20M | 223k | 90.21 | |
| Microsoft Corporation (MSFT) | 7.0 | $19M | 95k | 203.51 | |
| S&p Global (SPGI) | 6.0 | $17M | 50k | 329.48 | |
| Msci (MSCI) | 6.0 | $16M | 49k | 333.83 | |
| Docusign (DOCU) | 5.5 | $15M | 88k | 172.21 | |
| Advanced Micro Devices (AMD) | 5.2 | $14M | 272k | 52.61 | |
| Tradeweb Mkts Cl A (TW) | 4.1 | $11M | 193k | 58.14 | |
| Tyler Technologies (TYL) | 4.1 | $11M | 32k | 346.87 | |
| Nxp Semiconductors N V (NXPI) | 2.7 | $7.5M | 66k | 114.05 | |
| Marvell Technology Group Ord | 2.5 | $6.9M | 196k | 35.06 | |
| 111 Ads (YI) | 2.5 | $6.8M | 1.1M | 6.35 | |
| Livongo Health | 0.7 | $1.9M | 25k | 75.21 |
