Totem Point Management, LLC Portfolio Holdings
Totem Point Management, LLC
- $91.4 Million
- Q1 2024
Totem Point Management, LLC has filed its 13F form on May 15, 2024 for Q1 2024 where it was disclosed a total value porftolio of $91.4 Million distributed in 16 stocks.
Among their holdings, we can observe that their the top five positions include companies like: S&P Global Inc. with a value of $11.4M, Nvidia Corp with a value of $10.4M, Msci Inc. with a value of $9.74M, Micron Technology Inc with a value of $9.46M, and Taiwan Semiconductor Manufacturing CO LTD with a value of $8.32M.
Examining the 13F form we can see an increase of $14.2M in the current position value, from $77.1M to 91.4M.
Totem Point Management, LLC is based out at New York, NY
Below you can find more details about Totem Point Management, LLC portfolio as well as his latest detailed transactions.