13F HOLDINGS REPORT
Totem Point Management, LLC
Quarter ended Q4 2023 · Filed November 14, 2023 · Accession 0001759364-23-000006
Total Value
$70.5M
Positions
16
Other Managers
0
Confidential Omitted
No
Holdings (16)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | S&P GLOBAL INC | SPGI | 22,776 | $8.3M | 11.81% |
| 2 | NVIDIA CORPORATION | NVDA | 16,302 | $7.1M | 10.06% |
| 3 | ANALOG DEVICES INC | ADI | 36,949 | $6.5M | 9.18% |
| 4 | MICRON TECHNOLOGY INC | MU | 91,906 | $6.3M | 8.87% |
| 5 | ADVANCED MICRO DEVICES INC | AMD | 60,308 | $6.2M | 8.80% |
| 6 | ON SEMICONDUCTOR CORP | ON | 62,390 | $5.8M | 8.23% |
| 7 | MSCI INC | MSCI | 11,130 | $5.7M | 8.10% |
| 8 | TAKE-TWO INTERACTIVE SOFTWAR | TTWO | 34,029 | $4.8M | 6.78% |
| 9 | MOODYS CORP | MCO | 11,622 | $3.7M | 5.21% |
| 10 | PALO ALTO NETWORKS INC | PANW | 15,061 | $3.5M | 5.01% |
| 11 | APPLE INC | AAPL | 18,042 | $3.1M | 4.38% |
| 12 | BILL HOLDINGS INC | BILL | 28,318 | $3.1M | 4.36% |
| 13 | TESLA INC | TSLA | 9,154 | $2.3M | 3.25% |
| 14 | MARVELL TECHNOLOGY INC | MRVL | 35,487 | $1.9M | 2.73% |
| 15 | APTIV PLC | APTV | 19,305 | $1.9M | 2.70% |
| 16 | DATADOG INC | DDOG | 3,888 | $354,158 | 0.50% |