13F HOLDINGS REPORT
Totem Point Management, LLC
Quarter ended Q2 2024 · Filed August 14, 2024 · Accession 0001759364-24-000005
Total Value
$68.3M
Positions
15
Other Managers
0
Confidential Omitted
No
Holdings (15)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | SPOTIFY TECHNOLOGY S | SPOT | 29,878 | $9.4M | 13.72% |
| 2 | S&P GLOBAL INC | SPGI | 20,686 | $9.2M | 13.50% |
| 3 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 49,360 | $8.6M | 12.56% |
| 4 | ANALOG DEVICES INC | ADI | 28,331 | $6.5M | 9.47% |
| 5 | NVIDIA CORPORATION | NVDA | 51,326 | $6.3M | 9.28% |
| 6 | MICRON TECHNOLOGY INC | MU | 41,089 | $5.4M | 7.91% |
| 7 | TAKE-TWO INTERACTIVE SOFTWAR | TTWO | 30,112 | $4.7M | 6.85% |
| 8 | SERVICENOW INC | NOW | 5,585 | $4.4M | 6.43% |
| 9 | SEA LTD | SE | 56,215 | $4.0M | 5.88% |
| 10 | ADVANCED MICRO DEVICES INC | AMD | 18,409 | $3.0M | 4.37% |
| 11 | MARVELL TECHNOLOGY INC | MRVL | 30,637 | $2.1M | 3.13% |
| 12 | CROWDSTRIKE HLDGS INC | CRWD | 3,750 | $1.4M | 2.10% |
| 13 | ARISTA NETWORKS INC | ANET | 3,875 | $1.4M | 1.99% |
| 14 | QUALCOMM INC | QCOM | 5,496 | $1.1M | 1.60% |
| 15 | ON SEMICONDUCTOR CORP | ON | 11,906 | $816,156 | 1.19% |