Totem Point Management as of June 30, 2023
Portfolio Holdings for Totem Point Management
Totem Point Management holds 17 positions in its portfolio as reported in the June 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Analog Devices (ADI) | 10.0 | $11M | 56k | 194.81 | |
| S&p Global (SPGI) | 9.8 | $11M | 27k | 400.89 | |
| NVIDIA Corporation (NVDA) | 8.9 | $9.8M | 23k | 423.02 | |
| Msci (MSCI) | 7.9 | $8.6M | 18k | 469.29 | |
| ON Semiconductor (ON) | 7.7 | $8.4M | 89k | 94.58 | |
| Micron Technology (MU) | 7.1 | $7.8M | 124k | 63.11 | |
| Advanced Micro Devices (AMD) | 6.9 | $7.6M | 66k | 113.91 | |
| Apple (AAPL) | 6.5 | $7.2M | 37k | 193.97 | |
| Take-Two Interactive Software (TTWO) | 5.5 | $6.0M | 41k | 147.16 | |
| Iac Com New (IAC) | 5.3 | $5.8M | 93k | 62.80 | |
| Tesla Motors (TSLA) | 4.1 | $4.5M | 17k | 261.77 | |
| Skyworks Solutions (SWKS) | 4.1 | $4.5M | 40k | 110.69 | |
| Lattice Semiconductor (LSCC) | 3.9 | $4.2M | 44k | 96.07 | |
| Monolithic Power Systems (MPWR) | 3.8 | $4.2M | 7.8k | 540.23 | |
| Aptiv SHS (APTV) | 3.7 | $4.1M | 40k | 102.09 | |
| Bill Com Holdings Ord (BILL) | 2.5 | $2.7M | 23k | 116.85 | |
| Twilio Cl A (TWLO) | 2.2 | $2.4M | 38k | 63.62 |
