Totem Point Management, LLC Portfolio Holdings by Sector

Totem Point Management, LLC

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Semiconductors \| Technology NVDA ADI TSM AMD ON 5 stocks	$39,680 42.03% of portfolio	5	-	-	-	0 Calls 0 Puts
Financial Data & Stock Exchanges \| Financial Services SPGI MSCI 2 stocks	$17,102 18.12% of portfolio	2	-	1	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services SPOT 1 stocks	$11,599 12.29% of portfolio	1	-	-	-	0 Calls 0 Puts
Software—Application \| Technology PEGA NOW BILL 3 stocks	$8,055 8.53% of portfolio	2	1	2	-	0 Calls 0 Puts
Travel Services \| Consumer Cyclical BKNG MMYT 2 stocks	$6,773 7.17% of portfolio	2	-	2	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical SE 1 stocks	$5,304 5.62% of portfolio	1	-	-	-	0 Calls 0 Puts
Electronic Gaming & Multimedia \| Communication Services TTWO 1 stocks	$4,180 4.43% of portfolio	-	1	-	-	0 Calls 0 Puts
Scientific & Technical Instruments \| Technology GRMN 1 stocks	$1,710 1.81% of portfolio	1	-	1	-	0 Calls 0 Puts

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