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Size ($ in 1000's)
At 12/31/2023: $77,155
At 09/30/2023: $70,461
Totem Point Management LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Totem Point Management LLC 13F filings.
Link to 13F filings: SEC filings
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As of 12/31/2023, below is a summary of the Totem Point Management LLC top holdings by largest position size, as per the latest 13f filing made by Totem Point Management LLC.
In the Totem Point Management LLC-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares
held by Totem Point Management LLC in that top holding, then the share count change between reporting periods, and finally the Totem Point Management LLC top holding position size
for that row.
| Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size
($ in 1000's) |
|---|
| MSCI INC |
16,487 |
+5,357 |
$9,326 | | MSCI | 16,487 | +5,357 | $9,326 | | S&P GLOBAL INC |
20,634 |
-2,142 |
$9,090 | | SPGI | 20,634 | -2,142 | $9,090 | | ANALOG DEVICES INC |
43,497 |
+6,548 |
$8,637 | | ADI | 43,497 | +6,548 | $8,637 | | ADVANCED MICRO DEVICES INC |
57,777 |
-2,531 |
$8,517 | | AMD | 57,777 | -2,531 | $8,517 | | NVIDIA CORPORATION |
14,377 |
-1,925 |
$7,120 | | NVDA | 14,377 | -1,925 | $7,120 | | MICRON TECHNOLOGY INC |
80,112 |
-11,794 |
$6,837 | | MU | 80,112 | -11,794 | $6,837 | | ON SEMICONDUCTOR CORP |
72,505 |
+10,115 |
$6,056 | | ON | 72,505 | +10,115 | $6,056 | | MOODYS CORP |
13,024 |
+1,402 |
$5,087 | | MCO | 13,024 | +1,402 | $5,087 | | TAKE TWO INTERACTIVE SOFTWAR |
27,023 |
-7,006 |
$4,349 | | TTWO | 27,023 | -7,006 | $4,349 | | ARISTA NETWORKS INC |
15,615 |
+15,615 |
$3,677 | | ANET | 15,615 | +15,615 | $3,677 | | PALO ALTO NETWORKS INC |
10,378 |
-4,683 |
$3,060 | | PANW | 10,378 | -4,683 | $3,060 | | APPLE INC |
13,643 |
-4,399 |
$2,627 | | AAPL | 13,643 | -4,399 | $2,627 | | MARVELL TECHNOLOGY INC |
37,303 |
+1,816 |
$2,250 | | MRVL | 37,303 | +1,816 | $2,250 |
See Full List: All Stocks Held By Totem Point Management LLC
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Totem Point Management LLC
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