63 is the total number of securities Totem Point Management, LLC has owned. The longest Totem Point Management, LLC has owned a single stock is 20 quarters.
| Period | Weighting | Quarter | |||||||
|---|---|---|---|---|---|---|---|---|---|
| Ticker | Name | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
| ADI | ANALOG DEVICES INC | 20 | 20 | 4.05% | 9.69% | 15.48% | Q4 2018 | Q3 2023 | 20 |
| SPGI | S&P GLOBAL INC | 20 | 20 | 3.43% | 8.36% | 15.28% | Q4 2018 | Q3 2023 | 20 |
| AMD | ADVANCED MICRO DEVICES... | 14 | 4 | 3.44% | 6.54% | 11.58% | Q1 2019 | Q3 2023 | 18 |
| MU | MICRON TECHNOLOGY INC | 7 | 3 | 2.90% | 5.70% | 8.87% | Q2 2019 | Q3 2023 | 14 |
| NLOK | NORTONLIFELOCK INC | 13 | 13 | 5.77% | 13.45% | 21.88% | Q4 2019 | Q4 2022 | 13 |
| NVDA | NVIDIA CORPORATION | 9 | 4 | 2.94% | 7.23% | 10.06% | Q1 2020 | Q3 2023 | 13 |
| MSCI | MSCI INC | 8 | 5 | 0.74% | 6.14% | 11.98% | Q4 2018 | Q3 2023 | 13 |
| BILL | BILL HOLDINGS INC | 8 | 2 | 1.00% | 6.26% | 10.70% | Q2 2020 | Q3 2023 | 12 |
| PEGA | PEGASYSTEMS INC | 10 | 1 | 5.32% | 9.67% | 13.12% | Q4 2018 | Q2 2022 | 11 |
| MSFT | MICROSOFT CORP | 8 | 3 | 4.57% | 6.66% | 9.19% | Q4 2018 | Q1 2022 | 11 |
| MRVL | MARVELL TECHNOLOGY INC | 8 | 1 | 0.33% | 5.08% | 9.18% | Q2 2021 | Q3 2023 | 9 |
| MCO | MOODYS CORP | 5 | 1 | 2.91% | 4.99% | 6.72% | Q2 2019 | Q3 2023 | 9 |
| APTV | APTIV PLC | 5 | 3 | 2.70% | 4.66% | 6.58% | Q4 2018 | Q3 2023 | 8 |
| YI | 111 INC | 8 | 8 | 1.44% | 2.07% | 3.42% | Q1 2019 | Q4 2020 | 8 |
| NXPI | NXP SEMICONDUCTORS N V | 7 | 7 | 2.72% | 9.29% | 17.87% | Q4 2018 | Q2 2020 | 7 |
| TWLO | TWILIO INC | 3 | 1 | 0.18% | 4.11% | 7.41% | Q1 2019 | Q2 2023 | 7 |
| ON | ON SEMICONDUCTOR CORP | 6 | 6 | 6.01% | 7.95% | 9.66% | Q2 2022 | Q3 2023 | 6 |
| GOOG | ALPHABET INC | 4 | 2 | 3.79% | 6.22% | 7.79% | Q4 2018 | Q1 2022 | 6 |
| NOW | SERVICENOW INC | 5 | 1 | 3.14% | 4.29% | 5.59% | Q1 2019 | Q1 2022 | 6 |
| AAPL | APPLE INC | 2 | 1 | 2.84% | 6.46% | 11.54% | Q4 2021 | Q3 2023 | 5 |
| TW | TRADEWEB MKTS INC | 5 | 5 | 3.01% | 3.60% | 4.17% | Q2 2019 | Q2 2020 | 5 |
| MRVL | MARVELL TECHNOLOGY GRO... | 4 | 4 | 2.51% | 7.36% | 9.81% | Q2 2020 | Q1 2021 | 4 |
| PANW | PALO ALTO NETWORKS INC | 3 | 1 | 2.81% | 7.18% | 13.05% | Q2 2022 | Q3 2023 | 4 |
| BIDU | BAIDU INC | 2 | 1 | 1.09% | 5.24% | 10.08% | Q4 2018 | Q1 2023 | 4 |
| SE | SEA LTD | 2 | 2 | 4.39% | 5.20% | 6.28% | Q3 2020 | Q3 2021 | 4 |
| SNOW | SNOWFLAKE INC | 4 | 4 | 3.16% | 4.70% | 6.09% | Q2 2021 | Q1 2022 | 4 |
| SWKS | SKYWORKS SOLUTIONS INC | 3 | 1 | 1.67% | 3.76% | 5.34% | Q1 2022 | Q2 2023 | 4 |
| TMUS | T-MOBILE US INC | 3 | 3 | 7.75% | 9.84% | 11.13% | Q2 2022 | Q4 2022 | 3 |
| TTWO | TAKE-TWO INTERACTIVE S... | 3 | 3 | 5.46% | 6.23% | 6.78% | Q1 2023 | Q3 2023 | 3 |
| IAC | IAC INTERACTIVECORP NEW | 2 | 1 | 3.49% | 5.21% | 6.81% | Q2 2021 | Q2 2023 | 3 |
| CRWD | CROWDSTRIKE HLDGS INC | 3 | 3 | 2.56% | 4.56% | 8.18% | Q2 2020 | Q4 2020 | 3 |
| BRKS | BROOKS AUTOMATION INC NEW | 3 | 3 | 2.47% | 4.50% | 5.61% | Q4 2020 | Q2 2021 | 3 |
| IQ | IQIYI INC | 3 | 3 | 3.39% | 3.93% | 4.52% | Q4 2018 | Q2 2019 | 3 |
| ZG | ZILLOW GROUP INC | 3 | 3 | 2.56% | 3.35% | 4.04% | Q4 2020 | Q2 2021 | 3 |
| XLNX | XILINX INC | 2 | 2 | 9.53% | 11.51% | 13.50% | Q4 2018 | Q1 2019 | 2 |
| NTNX | NUTANIX INC | 2 | 2 | 4.17% | 7.22% | 10.28% | Q4 2018 | Q1 2019 | 2 |
| IAC | IAC INTERACTIVECORP NEW | 2 | 2 | 6.70% | 6.87% | 7.03% | Q4 2020 | Q1 2021 | 2 |
| TYL | TYLER TECHNOLOGIES INC | 2 | 2 | 4.06% | 5.48% | 6.90% | Q1 2020 | Q2 2020 | 2 |
| LSCC | LATTICE SEMICONDUCTOR ... | 2 | 2 | 3.86% | 5.06% | 6.26% | Q1 2023 | Q2 2023 | 2 |
| DOCU | DOCUSIGN INC | 2 | 2 | 4.42% | 4.96% | 5.50% | Q2 2020 | Q3 2020 | 2 |
| POWI | POWER INTEGRATIONS INC | 2 | 2 | 4.57% | 4.83% | 5.09% | Q4 2020 | Q1 2021 | 2 |
| MPWR | MONOLITHIC PWR SYS INC | 1 | 1 | 3.85% | 4.67% | 5.50% | Q4 2018 | Q2 2023 | 2 |
| LRCX | LAM RESEARCH CORP | 2 | 2 | 2.73% | 3.70% | 4.67% | Q1 2021 | Q2 2021 | 2 |
| TSLA | TESLA INC | 2 | 2 | 3.25% | 3.68% | 4.10% | Q2 2023 | Q3 2023 | 2 |
| INST | INSTRUCTURE INC | 2 | 2 | 2.73% | 3.26% | 3.78% | Q4 2018 | Q1 2019 | 2 |
| DDOG | DATADOG INC | 1 | 1 | 0.50% | 2.16% | 3.83% | Q3 2022 | Q3 2023 | 2 |
| SEND | SENDGRID INC | 1 | 1 | 9.51% | 9.51% | 9.51% | Q4 2018 | Q4 2018 | 1 |
| KLAC | KLA CORPORATION | 1 | 1 | 8.39% | 8.39% | 8.39% | Q4 2019 | Q4 2019 | 1 |
| SLAB | SILICON LABORATORIES INC | 1 | 1 | 8.05% | 8.05% | 8.05% | Q3 2019 | Q3 2019 | 1 |
| TENB | TENABLE HLDGS INC | 1 | 1 | 6.26% | 6.26% | 6.26% | Q2 2022 | Q2 2022 | 1 |
| WEX | WEX INC | 1 | 1 | 5.45% | 5.45% | 5.45% | Q4 2020 | Q4 2020 | 1 |
| SMAR | SMARTSHEET INC | 1 | 1 | 4.18% | 4.18% | 4.18% | Q2 2019 | Q2 2019 | 1 |
| CFLT | CONFLUENT INC | 1 | 1 | 4.16% | 4.16% | 4.16% | Q4 2021 | Q4 2021 | 1 |
| SLB | SCHLUMBERGER LTD | 1 | 1 | 3.50% | 3.50% | 3.50% | Q2 2022 | Q2 2022 | 1 |
| NET | CLOUDFLARE INC | 1 | 1 | 3.46% | 3.46% | 3.46% | Q3 2021 | Q3 2021 | 1 |
| DKNG | DRAFTKINGS INC | 1 | 1 | 2.99% | 2.99% | 2.99% | Q1 2021 | Q1 2021 | 1 |
| SYMC | SYMANTEC CORP | 1 | 1 | 2.67% | 2.67% | 2.67% | Q2 2019 | Q2 2019 | 1 |
| WDC | WESTERN DIGITAL CORP. | 1 | 1 | 2.36% | 2.36% | 2.36% | Q2 2022 | Q2 2022 | 1 |
| SAIL | SAILPOINT TECHNLGIES H... | 1 | 1 | 1.41% | 1.41% | 1.41% | Q3 2019 | Q3 2019 | 1 |
| WDAY | WORKDAY INC | 1 | 1 | 1.36% | 1.36% | 1.36% | Q2 2019 | Q2 2019 | 1 |
| LVGO | LIVONGO HEALTH INC | 1 | 1 | 0.70% | 0.70% | 0.70% | Q2 2020 | Q2 2020 | 1 |
| INFO | IHS MARKIT LTD | 1 | 1 | 0.47% | 0.47% | 0.47% | Q3 2019 | Q3 2019 | 1 |
| SYNA | SYNAPTICS INC | 1 | 1 | 0.21% | 0.21% | 0.21% | Q4 2020 | Q4 2020 | 1 |
Download | |||||||||
The securities at the top of the list , including ANALOG DEVICES INC, S&P GLOBAL INC, and ADVANCED MICRO DEVICES INC, are the highest-conviction holdings of Totem Point Management, LLC.
The conviction is calculated by counting the number of quarters a security has been reported by Totem Point Management, LLC. The higher the number, the higher the conviction and longer the holding period.
This page lists all the securities that Totem Point Management, LLC owns currently or has owned in the past.