Totem Point Management, LLC Buys NortonLifeLock Inc, Tyler Technologies Inc, NVIDIA Corp, Sells NXP Semiconductors NV, KLA Corp, Aptiv PLC

• New Purchases: TYL, NVDA, YI,
• Added Positions: NLOK, MSCI, MSFT, PEGA, TW, AMD, SPGI, NOW,
• Reduced Positions: NXPI, ADI,
• Sold Out: KLAC, APTV, MU, MCO,

For the details of Totem Point Management, LLC's stock buys and sells, go to https://www.gurufocus.com/guru/totem+point+management%2C+llc/current-portfolio/portfolio

1. NortonLifeLock Inc (NLOK) - 1,954,904 shares, 18.71% of the total portfolio. Shares added by 116.16%
2. Pegasystems Inc (PEGA) - 360,094 shares, 13.12% of the total portfolio. Shares added by 6.75%
3. Analog Devices Inc (ADI) - 264,981 shares, 12.15% of the total portfolio. Shares reduced by 6.95%
4. Microsoft Corp (MSFT) - 113,936 shares, 9.19% of the total portfolio. Shares added by 67.83%
5. S&P Global Inc (SPGI) - 66,382 shares, 8.32% of the total portfolio. Shares added by 2.84%

Totem Point Management, LLC initiated holding in Tyler Technologies Inc. The purchase prices were between $260.76 and $338.43, with an estimated average price of $310.15. The stock is now traded at around $334.04. The impact to a portfolio due to this purchase was 6.9%. The holding were 45,449 shares as of .

Totem Point Management, LLC initiated holding in NVIDIA Corp. The purchase prices were between $196.4 and $314.7, with an estimated average price of $252.63. The stock is now traded at around $321.22. The impact to a portfolio due to this purchase was 6.77%. The holding were 50,200 shares as of .

Totem Point Management, LLC initiated holding in 111 Inc. The purchase prices were between $5.35 and $8, with an estimated average price of $6.37. The stock is now traded at around $7.60. The impact to a portfolio due to this purchase was 3.42%. The holding were 1,012,287 shares as of .

Totem Point Management, LLC added to a holding in NortonLifeLock Inc by 116.16%. The purchase prices were between $16.58 and $28.42, with an estimated average price of $21.77. The stock is now traded at around $20.93. The impact to a portfolio due to this purchase was 10.05%. The holding were 1,954,904 shares as of .

Totem Point Management, LLC added to a holding in MSCI Inc by 540.49%. The purchase prices were between $224.65 and $332.11, with an estimated average price of $283.37. The stock is now traded at around $342.05. The impact to a portfolio due to this purchase was 5.35%. The holding were 42,900 shares as of .

Totem Point Management, LLC added to a holding in Microsoft Corp by 67.83%. The purchase prices were between $135.42 and $188.7, with an estimated average price of $164.71. The stock is now traded at around $180.53. The impact to a portfolio due to this purchase was 3.71%. The holding were 113,936 shares as of .

Totem Point Management, LLC sold out a holding in KLA Corp. The sale prices were between $114.02 and $182.57, with an estimated average price of $161.82.

Totem Point Management, LLC sold out a holding in Aptiv PLC. The sale prices were between $33.55 and $96.31, with an estimated average price of $79.06.

Totem Point Management, LLC sold out a holding in Micron Technology Inc. The sale prices were between $34.47 and $59.99, with an estimated average price of $52.21.

Totem Point Management, LLC sold out a holding in Moody's Corporation. The sale prices were between $165.09 and $285.31, with an estimated average price of $243.72.