Totem Point Management

Totem Point Management as of June 30, 2024

Portfolio Holdings for Totem Point Management

Totem Point Management holds 15 positions in its portfolio as reported in the June 2024 quarterly 13F filing

Company (Ticker)
Portfolio Weight
Valued At
Change in Shares
Share Count
Share Price
Spotify Technology S SHS (SPOT) 13.7 $9.4M 30k 313.79
S&p Global (SPGI) 13.5 $9.2M 21k 446.00
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 12.6 $8.6M 49k 173.81
Analog Devices (ADI) 9.5 $6.5M 28k 228.26
NVIDIA Corporation (NVDA) 9.3 $6.3M 51k 123.54
Micron Technology (MU) 7.9 $5.4M 41k 131.53
Take-Two Interactive Software (TTWO) 6.9 $4.7M 30k 155.49
Servicenow (NOW) 6.4 $4.4M 5.6k 786.67
Sea Sponsord Ads (SE) 5.9 $4.0M 56k 71.42
Advanced Micro Devices (AMD) 4.4 $3.0M 18k 162.21
Marvell Technology (MRVL) 3.1 $2.1M 31k 69.90
Crowdstrike Hldgs Cl A (CRWD) 2.1 $1.4M 3.8k 383.19
Arista Networks (ANET) 2.0 $1.4M 3.9k 350.48
Qualcomm (QCOM) 1.6 $1.1M 5.5k 199.18
ON Semiconductor (ON) 1.2 $816k 12k 68.55