13F HOLDINGS REPORT
Totem Point Management, LLC
Quarter ended Q2 2023 · Filed May 15, 2023 · Accession 0001759364-23-000003
Total Value
$103.8M
Positions
14
Other Managers
0
Confidential Omitted
No
Holdings (14)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | S&P GLOBAL INC | SPGI | 35,094 | $12.1M | 11.66% |
| 2 | MSCI INC | MSCI | 19,029 | $10.7M | 10.26% |
| 3 | BAIDU INC | BAIDF | 69,336 | $10.5M | 10.08% |
| 4 | NVIDIA CORPORATION | NVDA | 31,237 | $8.7M | 8.36% |
| 5 | ANALOG DEVICES INC | ADI | 43,358 | $8.6M | 8.24% |
| 6 | ON SEMICONDUCTOR CORP | ON | 101,101 | $8.3M | 8.02% |
| 7 | MICRON TECHNOLOGY INC | MU | 131,436 | $7.9M | 7.64% |
| 8 | IAC INC | IAC | 136,911 | $7.1M | 6.81% |
| 9 | TAKE-TWO INTERACTIVE SOFTWAR | TTWO | 56,129 | $6.7M | 6.45% |
| 10 | LATTICE SEMICONDUCTOR CORP | LSCC | 68,012 | $6.5M | 6.26% |
| 11 | ADVANCED MICRO DEVICES INC | AMD | 59,465 | $5.8M | 5.62% |
| 12 | SKYWORKS SOLUTIONS INC | SWKS | 46,958 | $5.5M | 5.34% |
| 13 | APTIV PLC | APTV | 38,686 | $4.3M | 4.18% |
| 14 | MARVELL TECHNOLOGY INC | MRVL | 25,946 | $1.1M | 1.08% |