Totem Point Management as of Sept. 30, 2023
Portfolio Holdings for Totem Point Management
Totem Point Management holds 16 positions in its portfolio as reported in the September 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| S&p Global (SPGI) | 11.8 | $8.3M | 23k | 365.41 | |
| NVIDIA Corporation (NVDA) | 10.1 | $7.1M | 16k | 434.99 | |
| Analog Devices (ADI) | 9.2 | $6.5M | 37k | 175.09 | |
| Micron Technology (MU) | 8.9 | $6.3M | 92k | 68.03 | |
| Advanced Micro Devices (AMD) | 8.8 | $6.2M | 60k | 102.82 | |
| ON Semiconductor (ON) | 8.2 | $5.8M | 62k | 92.95 | |
| Msci (MSCI) | 8.1 | $5.7M | 11k | 513.08 | |
| Take-Two Interactive Software (TTWO) | 6.8 | $4.8M | 34k | 140.39 | |
| Moody's Corporation (MCO) | 5.2 | $3.7M | 12k | 316.17 | |
| Palo Alto Networks (PANW) | 5.0 | $3.5M | 15k | 234.44 | |
| Apple (AAPL) | 4.4 | $3.1M | 18k | 171.21 | |
| Bill Com Holdings Ord (BILL) | 4.4 | $3.1M | 28k | 108.57 | |
| Tesla Motors (TSLA) | 3.3 | $2.3M | 9.2k | 250.22 | |
| Marvell Technology (MRVL) | 2.7 | $1.9M | 36k | 54.13 | |
| Aptiv SHS (APTV) | 2.7 | $1.9M | 19k | 98.59 | |
| Datadog Cl A Com (DDOG) | 0.5 | $354k | 3.9k | 91.09 |
