Totem Point Management, LLC Top Holdings and 13F Report (2024) → [Urgent!] Generational Wealth Gameplan (From Crypto 101 Media) (Ad) About Totem Point Management, LLCInvestment ActivityTotem Point Management, LLC has $91.38 million in total holdings as of March 31, 2024.Totem Point Management, LLC owns shares of 16 different stocks, but just 9 companies or ETFs make up 80% of its holdings.Approximately 27.79% of the portfolio was purchased this quarter.About 23.93% of the portfolio was sold this quarter.This quarter, Totem Point Management, LLC has purchased 14 new stocks and bought additional shares in 4 stocks.Totem Point Management, LLC sold shares of 8 stocks and completely divested from 2 stocks this quarter.Largest Holdings S&P Global $11,369,300NVIDIA $10,360,219MSCI $9,736,137Micron Technology $9,463,856Taiwan Semiconductor Manufacturing $8,317,281 Largest New Holdings this Quarter Taiwan Semiconductor Manufacturing $8,317,281 HoldingSpotify Technology $5,599,430 HoldingMeta Platforms $5,161,715 HoldingMakeMyTrip $2,694,429 Holding Largest Purchases this Quarter Taiwan Semiconductor Manufacturing 61,134 shares (about $8.32M)Spotify Technology 21,218 shares (about $5.60M)Meta Platforms 10,630 shares (about $5.16M)MakeMyTrip 37,923 shares (about $2.69M)S&P Global 6,089 shares (about $2.59M) Largest Sales this Quarter Advanced Micro Devices 20,013 shares (about $3.61M)Palo Alto Networks 9,439 shares (about $2.68M)NVIDIA 2,911 shares (about $2.63M)Arista Networks 5,166 shares (about $1.50M)Take-Two Interactive Software 7,826 shares (about $1.16M) Sector Allocation Over TimeMap of 500 Largest Holdings ofTotem Point Management, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorSPGIS&P Global$11,369,300$2,590,565 ▲29.5%26,72312.4%Business ServicesNVDANVIDIA$10,360,219$2,630,263 ▼-20.2%11,46611.3%Computer and TechnologyMSCIMSCI$9,736,137$495,998 ▲5.4%17,37210.7%Computer and TechnologyMUMicron Technology$9,463,856$19,452 ▲0.2%80,27710.4%Computer and TechnologyTSMTaiwan Semiconductor Manufacturing$8,317,281$8,317,281 ▲New Holding61,1349.1%Computer and TechnologyADIAnalog Devices$7,467,759$1,135,512 ▼-13.2%37,7568.2%Computer and TechnologyAMDAdvanced Micro Devices$6,816,024$3,612,146 ▼-34.6%37,7647.5%Computer and TechnologySPOTSpotify Technology$5,599,430$5,599,430 ▲New Holding21,2186.1%Business ServicesMETAMeta Platforms$5,161,715$5,161,715 ▲New Holding10,6305.6%Computer and TechnologyMCOMoody's$4,816,190$302,633 ▼-5.9%12,2545.3%FinanceMRVLMarvell Technology$3,158,484$514,447 ▲19.5%44,5613.5%Business ServicesANETArista Networks$3,030,001$1,498,037 ▼-33.1%10,4493.3%Computer and TechnologyTTWOTake-Two Interactive Software$2,850,563$1,162,083 ▼-29.0%19,1973.1%Consumer DiscretionaryMMYTMakeMyTrip$2,694,429$2,694,429 ▲New Holding37,9232.9%Computer and TechnologyZGZillow Group$275,626$164,495 ▼-37.4%5,7590.3%Computer and TechnologyPANWPalo Alto Networks$266,798$2,681,902 ▼-91.0%9390.3%Computer and TechnologyONOnsemi$0$6,056,343 ▼-100.0%00.0%Computer and TechnologyAAPLApple$0$2,626,687 ▼-100.0%00.0%Computer and TechnologyShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data: SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools: Best-in-Class Portfolio Monitoring View the latest news, buy/sell ratings, SEC filings and insider transactions for your stocks. Compare your portfolio performance to leading indices and get personalized stock ideas based on your portfolio. Stock Ideas and Recommendations Get daily stock ideas from top-performing Wall Street analysts. Get short term trading ideas from the MarketBeat Idea Engine. View which stocks are hot on social media with MarketBeat's trending stocks report. Advanced Stock Screeners and Research Tools Identify stocks that meet your criteria using seven unique stock screeners. See what's happening in the market right now with MarketBeat's real-time news feed. 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