Totem Point Management as of Dec. 31, 2021
Portfolio Holdings for Totem Point Management
Totem Point Management holds 15 positions in its portfolio as reported in the December 2021 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Nortonlifelock (GEN) | 10.2 | $16M | 596k | 25.98 | |
| Marvell Technology (MRVL) | 9.2 | $14M | 159k | 87.49 | |
| Micron Technology (MU) | 8.6 | $13M | 140k | 93.15 | |
| Analog Devices (ADI) | 8.4 | $13M | 72k | 175.77 | |
| Bill Com Holdings Ord (BILL) | 7.7 | $12M | 47k | 249.14 | |
| Advanced Micro Devices (AMD) | 7.5 | $11M | 79k | 143.91 | |
| NVIDIA Corporation (NVDA) | 7.1 | $11M | 37k | 294.11 | |
| Microsoft Corporation (MSFT) | 7.1 | $11M | 32k | 336.33 | |
| Apple (AAPL) | 7.0 | $11M | 60k | 177.56 | |
| S&p Global (SPGI) | 6.9 | $10M | 22k | 471.91 | |
| Snowflake Cl A (SNOW) | 6.1 | $9.2M | 27k | 338.75 | |
| Alphabet Cap Stk Cl C (GOOG) | 5.0 | $7.5M | 2.6k | 2893.46 | |
| Confluent Class A Com (CFLT) | 4.2 | $6.3M | 83k | 76.24 | |
| Moody's Corporation (MCO) | 4.0 | $6.1M | 16k | 390.60 | |
| Baidu Spon Adr Rep A (BIDU) | 1.1 | $1.7M | 11k | 148.80 |
