Totem Point Management as of March 31, 2024
Portfolio Holdings for Totem Point Management
Totem Point Management holds 16 positions in its portfolio as reported in the March 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| S&p Global (SPGI) | 12.4 | $11M | 27k | 425.45 | |
| NVIDIA Corporation (NVDA) | 11.3 | $10M | 12k | 903.56 | |
| Msci (MSCI) | 10.7 | $9.7M | 17k | 560.45 | |
| Micron Technology (MU) | 10.4 | $9.5M | 80k | 117.89 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 9.1 | $8.3M | 61k | 136.05 | |
| Analog Devices (ADI) | 8.2 | $7.5M | 38k | 197.79 | |
| Advanced Micro Devices (AMD) | 7.5 | $6.8M | 38k | 180.49 | |
| Spotify Technology S A SHS (SPOT) | 6.1 | $5.6M | 21k | 263.90 | |
| Meta Platforms Cl A (META) | 5.6 | $5.2M | 11k | 485.58 | |
| Moody's Corporation (MCO) | 5.3 | $4.8M | 12k | 393.03 | |
| Marvell Technology (MRVL) | 3.5 | $3.2M | 45k | 70.88 | |
| Arista Networks | 3.3 | $3.0M | 10k | 289.98 | |
| Take-Two Interactive Software (TTWO) | 3.1 | $2.9M | 19k | 148.49 | |
| Makemytrip Limited Mauritius SHS (MMYT) | 2.9 | $2.7M | 38k | 71.05 | |
| Zillow Group Cl A (ZG) | 0.3 | $276k | 5.8k | 47.86 | |
| Palo Alto Networks (PANW) | 0.3 | $267k | 939.00 | 284.13 |
