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  Name: Totem Point Management LLC
  City: New York
  State: NY
  Zip: 10011
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $91,383,000
  Total Value Change : $14,228,000
  Securities Held Change : 2
   
All Securities Held : 16
  New Positions : 4
  Closed Positions : 2
  Increased Positions : 4
  Unchanged Positions : 0
  Decreased Positions : 8

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
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Holdings Found : 4     View All Holdings Currently Viewing:  Increased Positions     Page 1 of 1
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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
   (SPGI)1 Year Chart         SPGI S&P Global Inc 1 - $427.51 $11,369,000 26,723 12.44% 2,279,000 6,089 0.008    Publishing
   (MSCI)1 Year Chart         MSCI Msci Inc 3 - $495.18 $9,736,000 17,372 10.65% 410,000 885 0.021    Business Services
   (MU)1 Year Chart         MU Micron Technology Inc 4 - $125.00 $9,464,000 80,277 10.36% 2,627,000 165 0.007    Semiconductor - Memor...
   (MRVL)1 Year Chart         MRVL Marvell Technology, Inc. 11 - $68.81 $3,158,000 44,561 3.46% 908,000 7,258 0.005    N/A

      4 Records Found
  1    
Page 1 of 1
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