Totem Point Management, LLC Portfolio Holdings by Sector
Totem Point Management, LLC
- $91.4 Million
- Q1 2024
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
Semiconductors | Technology
NVDA MU TSM ADI AMD MRVL 6 stocks |
$45,581
49.88% of portfolio
|
  3  
|
  3  
|
  1  
|
- |
0
Calls
0
Puts
|
Financial Data & Stock Exchanges | Financial Services
SPGI MSCI MCO 3 stocks |
$25,921
28.37% of portfolio
|
  2  
|
  1  
|
- | - |
0
Calls
0
Puts
|
Internet Content & Information | Communication Services
SPOT META ZG 3 stocks |
$11,035
12.08% of portfolio
|
  2  
|
  1  
|
  2  
|
- |
0
Calls
0
Puts
|
Computer Hardware | Technology
ANET 1 stocks |
$3,030
3.32% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Electronic Gaming & Multimedia | Communication Services
TTWO 1 stocks |
$2,850
3.12% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Travel Services | Consumer Cyclical
MMYT 1 stocks |
$2,694
2.95% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Software—Infrastructure | Technology
PANW 1 stocks |
$266
0.29% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|