13F-HR filed by Totem Point Management, LLC
Totem Point Management, LLC filed this 13F-HR for the quarter ended 2020-09-30, filed 2020-11-16, with 15 holding rows worth $301,275,000.
- Accession
- 0001759364-20-000005
- Filer
- CIK 1759364
- Filed
- 2020-11-16
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q3 2020
A holdings report, 15 entries on the cover page, a total value of $301,275,000 stated on the cover page (in dollars after the unit check, H1), rows summing to $301,275,000 with VALUE read as thousands by filing date, 13F file number 028-19272. The quarter's positions are built on this report. The resolved quarter.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| GEN DIGITAL INC COM | 668771108 | Stock | 2,220,942 | $46,284,000 | thousands by filing date | |
| PEGASYSTEMS INC COM | 705573103 | Stock | 268,645 | $32,517,000 | thousands by filing date | |
| BILL HOLDINGS INC | 090043100 | COM | 321,254 | $32,225,000 | thousands by filing date | |
| MARVELL TECHNOLOGY GROUP LTD | G5876H105 | ORD | 574,040 | $22,789,000 | thousands by filing date | |
| S&P Global,Inc. | 78409V104 | COM | 60,205 | $21,710,000 | thousands by filing date | |
| NVIDIA Corp | 67066G104 | COM | 37,713 | $20,411,000 | thousands by filing date | |
| Advanced Micro Devices,Inc. | 007903107 | COM | 228,530 | $18,737,000 | thousands by filing date | |
| Microsoft Corp | 594918104 | COM | 87,290 | $18,360,000 | thousands by filing date | |
| MSCI INC COM | 55354G100 | Stock | 49,688 | $17,728,000 | thousands by filing date | |
| SEA LTD | 81141R100 | SPONSORD ADS | 99,181 | $15,278,000 | thousands by filing date | |
| Micron Technology,Inc. | 595112103 | COM | 316,999 | $14,886,000 | thousands by filing date | |
| DOCUSIGN INC COM | 256163106 | Stock | 61,877 | $13,318,000 | thousands by filing date | |
| Analog Devices,Inc. | 032654105 | COM | 104,609 | $12,212,000 | thousands by filing date | |
| CROWDSTRIKE HLDGS INC | 22788C105 | COM | 64,645 | $8,877,000 | thousands by filing date | |
| 111 INC | 68247Q102 | ADR | 958,614 | $5,943,000 | thousands by filing date |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001759364-20-000005 | this filing | 2020-11-16 | acceptance time not in the bulk data set |