Totem Point Management as of Dec. 31, 2020
Portfolio Holdings for Totem Point Management
Totem Point Management holds 18 positions in its portfolio as reported in the December 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Nortonlifelock (GEN) | 12.2 | $30M | 1.4M | 20.78 | |
| Pegasystems (PEGA) | 11.7 | $28M | 211k | 133.26 | |
| Marvell Technology Group Ord | 9.8 | $24M | 498k | 47.54 | |
| Bill Com Holdings Ord (BILL) | 6.8 | $17M | 121k | 136.50 | |
| Iac Interactive Ord | 6.7 | $16M | 85k | 189.35 | |
| Micron Technology (MU) | 6.3 | $15M | 201k | 75.18 | |
| NVIDIA Corporation (NVDA) | 6.0 | $14M | 28k | 522.18 | |
| Analog Devices (ADI) | 5.7 | $14M | 93k | 147.73 | |
| Wright Express (WEX) | 5.4 | $13M | 65k | 203.53 | |
| Advanced Micro Devices (AMD) | 5.2 | $12M | 136k | 91.71 | |
| S&p Global (SPGI) | 4.9 | $12M | 36k | 328.74 | |
| Power Integrations (POWI) | 4.6 | $11M | 135k | 81.86 | |
| Sea Sponsord Ads (SE) | 4.4 | $11M | 53k | 199.05 | |
| Zillow Group Cl A (ZG) | 3.4 | $8.3M | 61k | 135.94 | |
| Crowdstrike Hldgs Cl A (CRWD) | 2.6 | $6.2M | 29k | 211.83 | |
| Brooks Automation (AZTA) | 2.5 | $5.9M | 88k | 67.85 | |
| 111 Ads (YI) | 1.6 | $3.9M | 563k | 6.95 | |
| Synaptics, Incorporated (SYNA) | 0.2 | $503k | 5.2k | 96.34 |
