Totem Point Management as of Sept. 30, 2022
Portfolio Holdings for Totem Point Management
Totem Point Management holds 11 positions in its portfolio as reported in the September 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Nortonlifelock (GEN) | 21.9 | $13M | 630k | 20.14 | |
| Analog Devices (ADI) | 15.5 | $9.0M | 64k | 139.34 | |
| Palo Alto Networks (PANW) | 13.1 | $7.6M | 46k | 163.79 | |
| Metropcs Communications (TMUS) | 10.6 | $6.2M | 46k | 134.17 | |
| S&p Global (SPGI) | 10.4 | $6.0M | 20k | 305.36 | |
| ON Semiconductor (ON) | 9.7 | $5.6M | 90k | 62.33 | |
| Bill Com Holdings Ord (BILL) | 4.8 | $2.8M | 21k | 132.37 | |
| Msci (MSCI) | 4.1 | $2.4M | 5.6k | 421.70 | |
| Datadog Cl A Com (DDOG) | 3.8 | $2.2M | 25k | 88.77 | |
| Marvell Technology (MRVL) | 3.4 | $2.0M | 46k | 42.91 | |
| Apple (AAPL) | 2.8 | $1.6M | 12k | 138.22 |
