Totem Point Management as of March 31, 2021
Portfolio Holdings for Totem Point Management
Totem Point Management holds 17 positions in its portfolio as reported in the March 2021 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Nortonlifelock (GEN) | 10.3 | $23M | 1.1M | 21.26 | |
| Marvell Technology Group Ord | 9.5 | $22M | 441k | 48.98 | |
| Analog Devices (ADI) | 7.3 | $17M | 106k | 155.08 | |
| Advanced Micro Devices (AMD) | 7.2 | $16M | 208k | 78.50 | |
| Bill Com Holdings Ord (BILL) | 7.2 | $16M | 112k | 145.50 | |
| Iac Interactive Ord | 7.0 | $16M | 74k | 216.31 | |
| Pegasystems (PEGA) | 6.9 | $16M | 137k | 114.34 | |
| S&p Global (SPGI) | 6.9 | $16M | 44k | 352.87 | |
| Micron Technology (MU) | 6.0 | $14M | 155k | 88.21 | |
| NVIDIA Corporation (NVDA) | 5.8 | $13M | 25k | 533.95 | |
| Brooks Automation (AZTA) | 5.6 | $13M | 156k | 81.65 | |
| Moody's Corporation (MCO) | 5.2 | $12M | 39k | 298.60 | |
| Power Integrations (POWI) | 5.1 | $12M | 141k | 81.48 | |
| Zillow Group Cl A (ZG) | 4.0 | $9.1M | 70k | 131.38 | |
| Draftkings Com Cl A | 3.0 | $6.8M | 110k | 61.33 | |
| Lam Research Corporation (LRCX) | 2.7 | $6.2M | 10k | 595.20 | |
| Twilio Cl A (TWLO) | 0.2 | $408k | 1.2k | 341.14 |
