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Name: |
Totem Point Management LLC |
City: |
New York |
State: |
NY |
Zip: |
10011 |
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Holdings
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Ticker |
Company Name |
Position Rank |
New/Closed Postion |
Last Close |
Value |
Shares Held |
% of Portfolio |
Value Change |
Change In Shares Held |
% of Company |
Industry |
|
TSM |
Taiwan Semiconductor Mfg. C... |
5 |
New |
$151.04 |
$8,317,000 |
61,134 |
9.1% |
8,317,000 |
61,134 |
0.001 |
Semiconductor - Integ... |
|
SPOT |
Spotify Technology SA |
8 |
New |
$296.78 |
$5,599,000 |
21,218 |
6.13% |
5,599,000 |
21,218 |
0.011 |
N/A |
|
FB |
Meta Platforms Inc |
9 |
New |
$466.83 |
$5,162,000 |
10,630 |
5.65% |
5,162,000 |
10,630 |
0 |
Internet Service Prov... |
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MMYT |
MakeMyTrip Ltd |
14 |
New |
$75.59 |
$2,694,000 |
37,923 |
2.95% |
2,694,000 |
37,923 |
0.06 |
Entertainment - Diver... |
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