Totem Point Management as of March 31, 2023
Portfolio Holdings for Totem Point Management
Totem Point Management holds 14 positions in its portfolio as reported in the March 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| S&p Global (SPGI) | 11.7 | $12M | 35k | 344.77 | |
| Msci (MSCI) | 10.3 | $11M | 19k | 559.69 | |
| Baidu Spon Adr Rep A (BIDU) | 10.1 | $11M | 69k | 150.92 | |
| NVIDIA Corporation (NVDA) | 8.4 | $8.7M | 31k | 277.77 | |
| Analog Devices (ADI) | 8.2 | $8.6M | 43k | 197.22 | |
| ON Semiconductor (ON) | 8.0 | $8.3M | 101k | 82.32 | |
| Micron Technology (MU) | 7.6 | $7.9M | 131k | 60.34 | |
| Iac Com New (IAC) | 6.8 | $7.1M | 137k | 51.60 | |
| Take-Two Interactive Software (TTWO) | 6.5 | $6.7M | 56k | 119.30 | |
| Lattice Semiconductor (LSCC) | 6.3 | $6.5M | 68k | 95.50 | |
| Advanced Micro Devices (AMD) | 5.6 | $5.8M | 60k | 98.01 | |
| Skyworks Solutions (SWKS) | 5.3 | $5.5M | 47k | 117.98 | |
| Aptiv SHS (APTV) | 4.2 | $4.3M | 39k | 112.19 | |
| Marvell Technology (MRVL) | 1.1 | $1.1M | 26k | 43.30 |
