Totem Point Management, LLC Portfolio Holdings by Sector

Totem Point Management, LLC

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Semiconductors \| Technology TSM NVDA MRVL ADI 4 stocks	$28,004 30.37% of portfolio	1	3	1	-	0 Calls 0 Puts
Financial Data & Stock Exchanges \| Financial Services SPGI 1 stocks	$12,849 13.94% of portfolio	1	-	-	-	0 Calls 0 Puts
Travel Services \| Consumer Cyclical BKNG MMYT 2 stocks	$12,364 13.41% of portfolio	2	-	-	-	0 Calls 0 Puts
Electronic Gaming & Multimedia \| Communication Services TTWO 1 stocks	$11,118 12.06% of portfolio	1	-	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services SPOT 1 stocks	$9,312 10.1% of portfolio	-	1	-	-	0 Calls 0 Puts
Software—Application \| Technology PEGA NOW 2 stocks	$6,381 6.92% of portfolio	-	2	-	-	0 Calls 0 Puts
Scientific & Technical Instruments \| Technology GRMN 1 stocks	$3,612 3.92% of portfolio	1	-	-	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical SE 1 stocks	$3,478 3.77% of portfolio	-	1	-	-	0 Calls 0 Puts
Auto Manufacturers \| Consumer Cyclical TSLA 1 stocks	$3,074 3.33% of portfolio	1	-	1	-	0 Calls 0 Puts
Telecom Services \| Communication Services CHTR 1 stocks	$2,011 2.18% of portfolio	1	-	1	-	0 Calls 0 Puts

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