13F HOLDINGS REPORT
Totem Point Management, LLC
Quarter ended Q1 2024 · Filed May 15, 2024 · Accession 0001759364-24-000002
Total Value
$91.4M
Positions
16
Other Managers
0
Confidential Omitted
No
Holdings (16)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | S&P GLOBAL INC | SPGI | 26,723 | $11.4M | 12.44% |
| 2 | NVIDIA CORPORATION | NVDA | 11,466 | $10.4M | 11.34% |
| 3 | MSCI INC | MSCI | 17,372 | $9.7M | 10.65% |
| 4 | MICRON TECHNOLOGY INC | MU | 80,277 | $9.5M | 10.36% |
| 5 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 61,134 | $8.3M | 9.10% |
| 6 | ANALOG DEVICES INC | ADI | 37,756 | $7.5M | 8.17% |
| 7 | ADVANCED MICRO DEVICES INC | AMD | 37,764 | $6.8M | 7.46% |
| 8 | SPOTIFY TECHNOLOGY S A | SPOT | 21,218 | $5.6M | 6.13% |
| 9 | META PLATFORMS INC | META | 10,630 | $5.2M | 5.65% |
| 10 | MOODYS CORP | MCO | 12,254 | $4.8M | 5.27% |
| 11 | MARVELL TECHNOLOGY INC | MRVL | 44,561 | $3.2M | 3.46% |
| 12 | ARISTA NETWORKS INC | ANET | 10,449 | $3.0M | 3.32% |
| 13 | TAKE-TWO INTERACTIVE SOFTWAR | TTWO | 19,197 | $2.9M | 3.12% |
| 14 | MAKEMYTRIP LIMITED MAURITIUS | MMYT | 37,923 | $2.7M | 2.95% |
| 15 | ZILLOW GROUP INC | Z | 5,759 | $275,626 | 0.30% |
| 16 | PALO ALTO NETWORKS INC | PANW | 939 | $266,798 | 0.29% |