Totem Point Management as of Dec. 31, 2022
Portfolio Holdings for Totem Point Management
Totem Point Management holds 13 positions in its portfolio as reported in the December 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Nortonlifelock (GEN) | 18.5 | $14M | 637k | 21.43 | |
| S&p Global (SPGI) | 15.3 | $11M | 34k | 334.94 | |
| Analog Devices (ADI) | 14.7 | $11M | 66k | 164.03 | |
| Msci (MSCI) | 12.0 | $8.8M | 19k | 465.17 | |
| ON Semiconductor (ON) | 8.1 | $6.0M | 96k | 62.37 | |
| Metropcs Communications (TMUS) | 7.8 | $5.7M | 41k | 140.00 | |
| Advanced Micro Devices (AMD) | 6.9 | $5.1M | 78k | 64.77 | |
| Marvell Technology (MRVL) | 5.5 | $4.1M | 110k | 37.04 | |
| NVIDIA Corporation (NVDA) | 2.9 | $2.2M | 15k | 146.14 | |
| Micron Technology (MU) | 2.9 | $2.1M | 43k | 49.98 | |
| Palo Alto Networks (PANW) | 2.8 | $2.1M | 15k | 139.54 | |
| Skyworks Solutions (SWKS) | 1.7 | $1.2M | 14k | 91.13 | |
| Bill Com Holdings Ord (BILL) | 1.0 | $738k | 6.8k | 108.96 |
