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13F-HR filed by Totem Point Management, LLC

Totem Point Management, LLC filed this 13F-HR for the quarter ended 2021-06-30, filed 2021-08-16, with 17 holding rows worth $199,558,000.

Accession
0001759364-21-000003
Filed
2021-08-16
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q2 2021

A holdings report, 17 entries on the cover page, a total value of $199,558,000 stated on the cover page (in dollars after the unit check, H1), rows summing to $199,558,000 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 filedCUSIPClassAmountValueValue read asType
GEN DIGITAL INC COM668771108Stock680,246$18,516,000thousands by filing date
BILL HOLDINGS INC090043100COM85,369$15,638,000thousands by filing date
MARVELL TECHNOLOGY INC573874104COM264,602$15,434,000thousands by filing date
Advanced Micro Devices,Inc.007903107COM161,581$15,177,000thousands by filing date
Analog Devices,Inc.032654105COM85,576$14,733,000thousands by filing date
Alphabet Inc. Reg. Shares C02079K107COM5,351$13,411,000thousands by filing date
S&P Global,Inc.78409V104COM30,603$12,561,000thousands by filing date
NVIDIA Corp67066G104COM15,641$12,514,000thousands by filing date
SNOWFLAKE INC COM SHS833445109Stock45,144$10,916,000thousands by filing date
TWILIO INC CL A90138F102Stock27,647$10,897,000thousands by filing date
AZENTA INC114340102COM113,693$10,833,000thousands by filing date
MOODYS CORP COM615369105Stock29,275$10,608,000thousands by filing date
SEA LTD81141R100SPONSORD ADS36,774$10,098,000thousands by filing date
LAM RESEARCH CORP512807108COM14,323$9,320,000thousands by filing date
PEOPLE INC44891N208COM NEW45,166$6,963,000thousands by filing date
Micron Technology,Inc.595112103COM80,487$6,840,000thousands by filing date
ZILLOW GROUP INC CLASS A98954M101CL A41,613$5,099,000thousands by filing date

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001759364-21-000003this filing2021-08-16acceptance time not in the bulk data set