Totem Point Management as of Dec. 31, 2023
Portfolio Holdings for Totem Point Management
Totem Point Management holds 14 positions in its portfolio as reported in the December 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Msci (MSCI) | 12.1 | $9.3M | 17k | 565.65 | |
| S&p Global (SPGI) | 11.8 | $9.1M | 21k | 440.52 | |
| Analog Devices (ADI) | 11.2 | $8.6M | 44k | 198.56 | |
| Advanced Micro Devices (AMD) | 11.0 | $8.5M | 58k | 147.41 | |
| NVIDIA Corporation (NVDA) | 9.2 | $7.1M | 14k | 495.22 | |
| Micron Technology (MU) | 8.9 | $6.8M | 80k | 85.34 | |
| ON Semiconductor (ON) | 7.8 | $6.1M | 73k | 83.53 | |
| Moody's Corporation (MCO) | 6.6 | $5.1M | 13k | 390.56 | |
| Take-Two Interactive Software (TTWO) | 5.6 | $4.3M | 27k | 160.95 | |
| Arista Networks (ANET) | 4.8 | $3.7M | 16k | 235.51 | |
| Palo Alto Networks (PANW) | 4.0 | $3.1M | 10k | 294.88 | |
| Apple (AAPL) | 3.4 | $2.6M | 14k | 192.53 | |
| Marvell Technology (MRVL) | 2.9 | $2.2M | 37k | 60.31 | |
| Zillow Group Cl A (ZG) | 0.7 | $522k | 9.2k | 56.72 |
