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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 |
|
SPGI |
S&P Global Inc |
1 |
- |
$437.74 |
$11,369,000 |
26,723 |
12.44% |
2,279,000 |
6,089 |
0.008 |
Publishing |
|
|
NVDA |
NVIDIA Corporation |
2 |
- |
$947.80 |
$10,360,000 |
11,466 |
11.34% |
3,240,000 |
-2,911 |
0 |
Semiconductor - Speci... |
|
|
MSCI |
Msci Inc |
3 |
- |
$512.26 |
$9,736,000 |
17,372 |
10.65% |
410,000 |
885 |
0.021 |
Business Services |
|
|
MU |
Micron Technology Inc |
4 |
- |
$129.00 |
$9,464,000 |
80,277 |
10.36% |
2,627,000 |
165 |
0.007 |
Semiconductor - Memor... |
|
|
TSM |
Taiwan Semiconductor Mfg. C... |
5 |
New |
$153.55 |
$8,317,000 |
61,134 |
9.1% |
8,317,000 |
61,134 |
0.001 |
Semiconductor - Integ... |
|
|
ADI |
Analog Devices Inc |
6 |
- |
$217.48 |
$7,468,000 |
37,756 |
8.17% |
-1,169,000 |
-5,741 |
0.007 |
Semiconductor- Broad... |
|
|
AMD |
Advanced Micro Devices Inc |
7 |
- |
$166.33 |
$6,816,000 |
37,764 |
7.46% |
-1,701,000 |
-20,013 |
0.003 |
Semiconductor- Broad... |
|
|
SPOT |
Spotify Technology SA |
8 |
New |
$308.21 |
$5,599,000 |
21,218 |
6.13% |
5,599,000 |
21,218 |
0.011 |
N/A |
|
|
FB |
Meta Platforms Inc |
9 |
New |
$468.84 |
$5,162,000 |
10,630 |
5.65% |
5,162,000 |
10,630 |
0 |
Internet Service Prov... |
|
|
MCO |
Moodys Corp |
10 |
- |
$412.57 |
$4,816,000 |
12,254 |
5.27% |
-271,000 |
-770 |
0.007 |
Business Services |
|
|
MRVL |
Marvell Technology, Inc. |
11 |
- |
$74.47 |
$3,158,000 |
44,561 |
3.46% |
908,000 |
7,258 |
0.005 |
N/A |
|
|
ANET |
Arista Networks, Inc. |
12 |
- |
$319.39 |
$3,030,000 |
10,449 |
3.32% |
-647,000 |
-5,166 |
0.003 |
Diversified Computer ... |
|
|
TTWO |
Take-Two Interactive |
13 |
- |
$150.90 |
$2,851,000 |
19,197 |
3.12% |
-1,498,000 |
-7,826 |
0.012 |
Technical & System So... |
|
|
MMYT |
MakeMyTrip Ltd |
14 |
New |
$89.71 |
$2,694,000 |
37,923 |
2.95% |
2,694,000 |
37,923 |
0.06 |
Entertainment - Diver... |
|
|
ZG |
Zillow Group Inc |
15 |
- |
$42.58 |
$276,000 |
5,759 |
0.3% |
-246,000 |
-3,437 |
0.01 |
N/A |
|
|
PANW |
Palo Alto Networks Inc |
16 |
- |
$323.77 |
$267,000 |
939 |
0.29% |
-2,793,000 |
-9,439 |
0 |
Networking & Communic... |
|
|
AAPL |
Apple Inc |
18 |
Closed |
$191.04 |
$0 |
0 |
0% |
-2,627,000 |
-13,643 |
0 |
Personal Computers |
|
|
ON |
On Semiconductor Corp |
17 |
Closed |
$74.28 |
$0 |
0 |
0% |
-6,056,000 |
-72,505 |
0 |
Semiconductor- Broad... |
|
