Totem Point Management as of June 30, 2021
Portfolio Holdings for Totem Point Management
Totem Point Management holds 17 positions in its portfolio as reported in the June 2021 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Nortonlifelock (GEN) | 9.3 | $19M | 680k | 27.22 | |
| Bill Com Holdings Ord (BILL) | 7.8 | $16M | 85k | 183.18 | |
| Marvell Technology (MRVL) | 7.7 | $15M | 265k | 58.33 | |
| Advanced Micro Devices (AMD) | 7.6 | $15M | 162k | 93.93 | |
| Analog Devices (ADI) | 7.4 | $15M | 86k | 172.16 | |
| Alphabet Cap Stk Cl C (GOOG) | 6.7 | $13M | 5.4k | 2506.26 | |
| S&p Global (SPGI) | 6.3 | $13M | 31k | 410.45 | |
| NVIDIA Corporation (NVDA) | 6.3 | $13M | 16k | 800.08 | |
| Snowflake Cl A (SNOW) | 5.5 | $11M | 45k | 241.80 | |
| Twilio Cl A (TWLO) | 5.5 | $11M | 28k | 394.15 | |
| Brooks Automation (AZTA) | 5.4 | $11M | 114k | 95.28 | |
| Moody's Corporation (MCO) | 5.3 | $11M | 29k | 362.36 | |
| Sea Sponsord Ads (SE) | 5.1 | $10M | 37k | 274.60 | |
| Lam Research Corporation (LRCX) | 4.7 | $9.3M | 14k | 650.70 | |
| Iac Interactivecorp Com New (IAC) | 3.5 | $7.0M | 45k | 154.16 | |
| Micron Technology (MU) | 3.4 | $6.8M | 81k | 84.98 | |
| Zillow Group Cl A (ZG) | 2.6 | $5.1M | 42k | 122.53 |
