Totem Point Management as of March 31, 2022
Portfolio Holdings for Totem Point Management
Totem Point Management holds 15 positions in its portfolio as reported in the March 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Apple (AAPL) | 11.5 | $15M | 85k | 174.61 | |
| NVIDIA Corporation (NVDA) | 10.0 | $13M | 47k | 272.87 | |
| Analog Devices (ADI) | 7.9 | $10M | 61k | 165.17 | |
| Marvell Technology (MRVL) | 7.8 | $10M | 140k | 71.71 | |
| Microsoft Corporation (MSFT) | 7.7 | $9.9M | 32k | 308.31 | |
| S&p Global (SPGI) | 7.4 | $9.4M | 23k | 410.19 | |
| Alphabet Cap Stk Cl C (GOOG) | 6.9 | $8.9M | 3.2k | 2793.13 | |
| Advanced Micro Devices (AMD) | 6.2 | $8.0M | 73k | 109.34 | |
| Moody's Corporation (MCO) | 6.1 | $7.9M | 23k | 337.43 | |
| Nortonlifelock (GEN) | 5.8 | $7.4M | 279k | 26.52 | |
| Servicenow (NOW) | 5.6 | $7.2M | 13k | 556.92 | |
| Bill Com Holdings Ord (BILL) | 5.3 | $6.7M | 30k | 226.78 | |
| Snowflake Cl A (SNOW) | 4.1 | $5.2M | 23k | 229.12 | |
| Skyworks Solutions (SWKS) | 4.0 | $5.1M | 38k | 133.28 | |
| Micron Technology (MU) | 3.7 | $4.8M | 61k | 77.89 |
