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 MU AVGO AMD 5 stocks	$46,736 43.46% of portfolio	4	1	1	-	0 Calls 0 Puts
Electronic Gaming & Multimedia \| Communication Services TTWO RBLX 2 stocks	$19,651 18.27% of portfolio	1	1	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services SPOT 1 stocks	$10,167 9.45% of portfolio	1	-	-	-	0 Calls 0 Puts
Software—Application \| Technology APP BILL 2 stocks	$9,019 8.39% of portfolio	2	-	2	-	0 Calls 0 Puts
Travel Services \| Consumer Cyclical MMYT BKNG 2 stocks	$8,089 7.52% of portfolio	1	1	-	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical SE 1 stocks	$7,860 7.31% of portfolio	-	1	-	-	0 Calls 0 Puts
Financial Data & Stock Exchanges \| Financial Services SPGI 1 stocks	$6,020 5.6% of portfolio	-	1	-	-	0 Calls 0 Puts

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