13F-HR filed by Totem Point Management, LLC
Totem Point Management, LLC filed this 13F-HR for the quarter ended 2022-12-31, filed 2023-02-14, with 13 holding rows worth $73,747,876.
- Accession
- 0001759364-23-000001
- Filer
- CIK 1759364
- Filed
- 2023-02-14
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q4 2022
A holdings report, 13 entries on the cover page, a total value of $73,747,876 stated on the cover page (in dollars after the unit check, H1), rows summing to $73,747,876 with VALUE read as dollars as filed, 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 | 636,976 | $13,650,396 | dollars as filed | |
| S&P Global,Inc. | 78409V104 | COM | 33,647 | $11,269,726 | dollars as filed | |
| Analog Devices,Inc. | 032654105 | COM | 65,966 | $10,820,403 | dollars as filed | |
| MSCI INC COM | 55354G100 | Stock | 18,991 | $8,834,043 | dollars as filed | |
| ON SEMICONDUCTOR CORP COM | 682189105 | Stock | 95,500 | $5,956,335 | dollars as filed | |
| T-Mobile US,Inc. | 872590104 | COM | 40,829 | $5,716,060 | dollars as filed | |
| Advanced Micro Devices,Inc. | 007903107 | COM | 78,444 | $5,080,818 | dollars as filed | |
| MARVELL TECHNOLOGY INC | 573874104 | COM | 109,906 | $4,070,918 | dollars as filed | |
| NVIDIA Corp | 67066G104 | COM | 14,838 | $2,168,425 | dollars as filed | |
| Micron Technology,Inc. | 595112103 | COM | 42,769 | $2,137,595 | dollars as filed | |
| PALO ALTO NETWORKS INC | 697435105 | COM | 14,836 | $2,070,215 | dollars as filed | |
| SKYWORKS SOLUTIONS INC COM | 83088M102 | Stock | 13,548 | $1,234,629 | dollars as filed | |
| BILL HOLDINGS INC | 090043100 | COM | 6,776 | $738,313 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001759364-23-000001 | this filing | 2023-02-14 | acceptance time not in the bulk data set |