Totem Point Management as of Sept. 30, 2020
Portfolio Holdings for Totem Point Management
Totem Point Management holds 15 positions in its portfolio as reported in the September 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Nortonlifelock (GEN) | 15.4 | $46M | 2.2M | 20.84 | |
| Pegasystems (PEGA) | 10.8 | $33M | 269k | 121.04 | |
| Bill Com Holdings Ord (BILL) | 10.7 | $32M | 321k | 100.31 | |
| Marvell Technology Group Ord | 7.6 | $23M | 574k | 39.70 | |
| S&p Global (SPGI) | 7.2 | $22M | 60k | 360.60 | |
| NVIDIA Corporation (NVDA) | 6.8 | $20M | 38k | 541.22 | |
| Advanced Micro Devices (AMD) | 6.2 | $19M | 229k | 81.99 | |
| Microsoft Corporation (MSFT) | 6.1 | $18M | 87k | 210.33 | |
| Msci (MSCI) | 5.9 | $18M | 50k | 356.79 | |
| Sea Sponsord Ads (SE) | 5.1 | $15M | 99k | 154.04 | |
| Micron Technology (MU) | 4.9 | $15M | 317k | 46.96 | |
| Docusign (DOCU) | 4.4 | $13M | 62k | 215.23 | |
| Analog Devices (ADI) | 4.1 | $12M | 105k | 116.74 | |
| Crowdstrike Hldgs Cl A (CRWD) | 2.9 | $8.9M | 65k | 137.32 | |
| 111 Ads (YI) | 2.0 | $5.9M | 959k | 6.20 |
