Totem Point Management as of June 30, 2022
Portfolio Holdings for Totem Point Management
Totem Point Management holds 12 positions in its portfolio as reported in the June 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Nortonlifelock (GEN) | 19.7 | $9.1M | 415k | 21.96 | |
| S&p Global (SPGI) | 13.3 | $6.1M | 18k | 337.04 | |
| Advanced Micro Devices (AMD) | 11.6 | $5.4M | 70k | 76.47 | |
| Metropcs Communications (TMUS) | 11.1 | $5.2M | 38k | 134.54 | |
| Analog Devices (ADI) | 11.1 | $5.2M | 35k | 146.08 | |
| Palo Alto Networks (PANW) | 7.9 | $3.6M | 7.4k | 493.90 | |
| Pegasystems (PEGA) | 6.9 | $3.2M | 67k | 47.84 | |
| Tenable Hldgs (TENB) | 6.3 | $2.9M | 64k | 45.41 | |
| ON Semiconductor (ON) | 6.0 | $2.8M | 55k | 50.32 | |
| Schlumberger Com Stk (SLB) | 3.5 | $1.6M | 45k | 35.77 | |
| Western Digital (WDC) | 2.4 | $1.1M | 24k | 44.82 | |
| Marvell Technology Group Com Stk (MRVL) | 0.3 | $154k | 3.5k | 43.61 |
