13F HOLDINGS REPORT
Totem Point Management, LLC
Quarter ended Q1 2023 · Filed February 14, 2023 · Accession 0001759364-23-000001
Total Value
$73.7M
Positions
13
Other Managers
0
Confidential Omitted
No
Holdings (13)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | GEN DIGITAL INC | GENVR | 636,976 | $13.7M | 18.51% |
| 2 | S&P GLOBAL INC | SPGI | 33,647 | $11.3M | 15.28% |
| 3 | ANALOG DEVICES INC | ADI | 65,966 | $10.8M | 14.67% |
| 4 | MSCI INC | MSCI | 18,991 | $8.8M | 11.98% |
| 5 | ON SEMICONDUCTOR CORP | ON | 95,500 | $6.0M | 8.08% |
| 6 | T-MOBILE US INC | TMUSZ | 40,829 | $5.7M | 7.75% |
| 7 | ADVANCED MICRO DEVICES INC | AMD | 78,444 | $5.1M | 6.89% |
| 8 | MARVELL TECHNOLOGY INC | MRVL | 109,906 | $4.1M | 5.52% |
| 9 | NVIDIA CORPORATION | NVDA | 14,838 | $2.2M | 2.94% |
| 10 | MICRON TECHNOLOGY INC | MU | 42,769 | $2.1M | 2.90% |
| 11 | PALO ALTO NETWORKS INC | PANW | 14,836 | $2.1M | 2.81% |
| 12 | SKYWORKS SOLUTIONS INC | SWKS | 13,548 | $1.2M | 1.67% |
| 13 | BILL COM HLDGS INC | BILL | 6,776 | $738,313 | 1.00% |