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 |