Totem Point Management, LLC Portfolio Holdings by Sector

Totem Point Management, LLC

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Semiconductors \| Technology NVDA TSM AVGO MU 4 stocks	$34,397 36.39% of portfolio	3	1	1	-	0 Calls 0 Puts
Electronic Gaming & Multimedia \| Communication Services TTWO RBLX 2 stocks	$18,907 20.0% of portfolio	1	1	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services SPOT 1 stocks	$11,047 11.69% of portfolio	-	1	-	-	0 Calls 0 Puts
Financial Data & Stock Exchanges \| Financial Services SPGI 1 stocks	$10,589 11.2% of portfolio	-	1	-	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical SE 1 stocks	$9,928 10.5% of portfolio	-	1	-	-	0 Calls 0 Puts
Travel Services \| Consumer Cyclical BKNG MMYT 2 stocks	$8,044 8.51% of portfolio	1	1	-	-	0 Calls 0 Puts
Software—Application \| Technology DDOG 1 stocks	$1,619 1.71% of portfolio	1	-	1	-	0 Calls 0 Puts

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