$73.7 Million is the total value of Totem Point Management, LLC's 13 reported holdings in Q4 2022. The portfolio turnover from Q3 2022 to Q4 2022 was - .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
AMD | New | ADVANCED MICRO DEVICES INC | $5,080,818 | – | 78,444 | +100.0% | 6.89% | – |
NVDA | New | NVIDIA CORPORATION | $2,168,425 | – | 14,838 | +100.0% | 2.94% | – |
MU | New | MICRON TECHNOLOGY INC | $2,137,595 | – | 42,769 | +100.0% | 2.90% | – |
SWKS | New | SKYWORKS SOLUTIONS INC | $1,234,629 | – | 13,548 | +100.0% | 1.67% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-02-14
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
ANALOG DEVICES INC | 20 | Q3 2023 | 15.5% |
S&P GLOBAL INC | 20 | Q3 2023 | 15.3% |
ADVANCED MICRO DEVICES INC | 18 | Q3 2023 | 11.6% |
MICRON TECHNOLOGY INC | 14 | Q3 2023 | 8.9% |
NORTONLIFELOCK INC | 13 | Q4 2022 | 21.9% |
NVIDIA CORPORATION | 13 | Q3 2023 | 10.1% |
MSCI INC | 13 | Q3 2023 | 12.0% |
BILL HOLDINGS INC | 12 | Q3 2023 | 10.7% |
PEGASYSTEMS INC | 11 | Q2 2022 | 13.1% |
MICROSOFT CORP | 11 | Q1 2022 | 9.2% |
View Totem Point Management, LLC's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-02-14 |
13F-HR | 2023-11-14 |
13F-HR | 2023-08-14 |
13F-HR | 2023-05-15 |
13F-HR | 2023-02-14 |
13F-HR | 2022-11-14 |
13F-HR | 2022-08-15 |
13F-HR | 2022-05-16 |
13F-HR | 2022-02-14 |
13F-HR | 2021-11-15 |
View Totem Point Management, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.