Totem Point Management as of Sept. 30, 2024
Portfolio Holdings for Totem Point Management
Totem Point Management holds 16 positions in its portfolio as reported in the September 2024 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Spotify Technology S A SHS (SPOT) | 12.3 | $12M | 32k | 368.53 | |
S&p Global (SPGI) | 12.0 | $11M | 22k | 516.62 | |
NVIDIA Corporation (NVDA) | 11.2 | $11M | 87k | 121.44 | |
Analog Devices (ADI) | 11.1 | $11M | 46k | 230.17 | |
Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 11.0 | $10M | 60k | 173.67 | |
Advanced Micro Devices (AMD) | 7.1 | $6.7M | 41k | 164.08 | |
Msci (MSCI) | 6.0 | $5.7M | 9.8k | 582.93 | |
Sea Sponsord Ads (SE) | 5.6 | $5.3M | 56k | 94.28 | |
Booking Holdings (BKNG) | 4.8 | $4.6M | 1.1k | 4212.12 | |
Take-Two Interactive Software (TTWO) | 4.4 | $4.2M | 27k | 153.71 | |
Pegasystems (PEGA) | 4.4 | $4.2M | 57k | 73.09 | |
Servicenow (NOW) | 3.0 | $2.8M | 3.2k | 894.39 | |
Makemytrip Limited Mauritius SHS (MMYT) | 2.5 | $2.4M | 26k | 92.95 | |
Garmin SHS (GRMN) | 1.8 | $1.7M | 9.7k | 176.03 | |
ON Semiconductor (ON) | 1.5 | $1.4M | 20k | 72.61 | |
Bill Com Holdings Ord (BILL) | 1.1 | $1.1M | 20k | 52.76 |