Totem Point Management as of Sept. 30, 2021
Portfolio Holdings for Totem Point Management
Totem Point Management holds 15 positions in its portfolio as reported in the September 2021 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Nortonlifelock (GEN) | 9.9 | $15M | 603k | 25.30 | |
| Bill Com Holdings Ord (BILL) | 9.7 | $15M | 56k | 266.94 | |
| Microsoft Corporation (MSFT) | 8.5 | $13M | 46k | 281.91 | |
| Marvell Technology (MRVL) | 8.0 | $12M | 203k | 60.31 | |
| Alphabet Cap Stk Cl C (GOOG) | 7.8 | $12M | 4.5k | 2665.26 | |
| NVIDIA Corporation (NVDA) | 7.7 | $12M | 57k | 207.17 | |
| S&p Global (SPGI) | 6.8 | $10M | 25k | 424.91 | |
| Moody's Corporation (MCO) | 6.7 | $10M | 29k | 355.10 | |
| Advanced Micro Devices (AMD) | 6.4 | $9.8M | 95k | 102.90 | |
| Sea Sponsord Ads (SE) | 6.3 | $9.6M | 30k | 318.73 | |
| Analog Devices (ADI) | 6.0 | $9.3M | 55k | 167.47 | |
| Twilio Cl A (TWLO) | 6.0 | $9.2M | 29k | 319.05 | |
| Micron Technology (MU) | 3.7 | $5.6M | 79k | 70.97 | |
| Cloudflare Cl A Com (NET) | 3.5 | $5.3M | 47k | 112.64 | |
| Snowflake Cl A (SNOW) | 3.2 | $4.9M | 16k | 302.45 |
