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Totem Point Management, LLC Buys Microsoft Corp, Cloudflare Inc, Sells Brooks Automation Inc, Lam Research Corp, Snowflake Inc

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Nov 15, 2021
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Investment company Totem Point Management, LLC (Current Portfolio) buys Microsoft Corp, Cloudflare Inc, sells Brooks Automation Inc, Lam Research Corp, Snowflake Inc, IAC/InterActiveCorp, Advanced Micro Devices Inc during the 3-months ended 2021Q3, according to the most recent filings of the investment company, Totem Point Management, LLC. As of 2021Q3, Totem Point Management, LLC owns 15 stocks with a total value of $154 million. These are the details of the buys and sells.

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

These are the top 5 holdings of Totem Point Management, LLC
  1. NortonLifeLock Inc (NLOK) - 602,881 shares, 9.93% of the total portfolio. Shares reduced by 11.37%
  2. Bill.com Holdings Inc (BILL) - 55,742 shares, 9.69% of the total portfolio. Shares reduced by 34.7%
  3. Microsoft Corp (MSFT) - 46,036 shares, 8.45% of the total portfolio. New Position
  4. Marvell Technology Inc (MRVL) - 202,994 shares, 7.97% of the total portfolio. Shares reduced by 23.28%
  5. Alphabet Inc (GOOG) - 4,490 shares, 7.79% of the total portfolio. Shares reduced by 16.09%
New Purchase: Microsoft Corp (MSFT)

Totem Point Management, LLC initiated holding in Microsoft Corp. The purchase prices were between $271.6 and $305.22, with an estimated average price of $290.9. The stock is now traded at around $334.960000. The impact to a portfolio due to this purchase was 8.45%. The holding were 46,036 shares as of 2021-09-30.

New Purchase: Cloudflare Inc (NET)

Totem Point Management, LLC initiated holding in Cloudflare Inc. The purchase prices were between $102.66 and $136.97, with an estimated average price of $119.44. The stock is now traded at around $206.610000. The impact to a portfolio due to this purchase was 3.46%. The holding were 47,239 shares as of 2021-09-30.

Sold Out: Brooks Automation Inc (BRKS)

Totem Point Management, LLC sold out a holding in Brooks Automation Inc. The sale prices were between $77.49 and $109.17, with an estimated average price of $89.6.

Sold Out: Lam Research Corp (LRCX)

Totem Point Management, LLC sold out a holding in Lam Research Corp. The sale prices were between $565.97 and $649.78, with an estimated average price of $608.7.

Sold Out: IAC/InterActiveCorp (IAC)

Totem Point Management, LLC sold out a holding in IAC/InterActiveCorp. The sale prices were between $124.28 and $153.83, with an estimated average price of $134.57.

Sold Out: Zillow Group Inc (ZG)

Totem Point Management, LLC sold out a holding in Zillow Group Inc. The sale prices were between $86.88 and $121.5, with an estimated average price of $102.17.



Here is the complete portfolio of Totem Point Management, LLC. Also check out:

1. Totem Point Management, LLC's Undervalued Stocks
2. Totem Point Management, LLC's Top Growth Companies, and
3. Totem Point Management, LLC's High Yield stocks
4. Stocks that Totem Point Management, LLC keeps buying
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