Totem Point Management, LLC Portfolio Holdings by Sector

Totem Point Management, LLC

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Semiconductors \| Technology TSM ADI NVDA MU AMD MRVL QCOM ON 8 stocks	$33,826 49.52% of portfolio	3	5	2	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services SPOT 1 stocks	$9,375 13.72% of portfolio	1	-	-	-	0 Calls 0 Puts
Financial Data & Stock Exchanges \| Financial Services SPGI 1 stocks	$9,225 13.5% of portfolio	-	1	-	-	0 Calls 0 Puts
Electronic Gaming & Multimedia \| Communication Services TTWO 1 stocks	$4,682 6.85% of portfolio	1	-	-	-	0 Calls 0 Puts
Software—Application \| Technology NOW 1 stocks	$4,393 6.43% of portfolio	1	-	1	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical SE 1 stocks	$4,014 5.88% of portfolio	1	-	1	-	0 Calls 0 Puts
Software—Infrastructure \| Technology CRWD 1 stocks	$1,436 2.1% of portfolio	1	-	1	-	0 Calls 0 Puts
Computer Hardware \| Technology ANET 1 stocks	$1,358 1.99% of portfolio	-	1	-	-	0 Calls 0 Puts

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