Totem Point Management

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