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Totem Point Management, LLC Buys Advanced Micro Devices Inc, Twilio Inc, S&P Global Inc, Sells SendGrid Inc, Xilinx Inc, Monolithic Power Systems Inc

Investment company Totem Point Management, LLC buys Advanced Micro Devices Inc, Twilio Inc, S&P Global Inc, ServiceNow Inc, Pegasystems Inc, MSCI Inc, Aptiv PLC, NXP Semiconductors NV, sells SendGrid Inc, Xilinx Inc, Monolithic Power Systems Inc, Nutanix Inc, Analog Devices Inc, Alphabet Inc, Instructure Inc during the 3-months ended 2019Q1, according to the most recent filings of the investment company, Totem Point Management, LLC. As of 2019Q1, Totem Point Management, LLC owns 16 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. Pegasystems Inc (PEGA) - 229,640 shares, 9.68% of the total portfolio. Shares added by 55.06%
  2. Xilinx Inc (XLNX) - 117,561 shares, 9.67% of the total portfolio. Shares reduced by 44.34%
  3. NXP Semiconductors NV (NXPI) - 154,744 shares, 8.87% of the total portfolio. Shares added by 22.13%
  4. Analog Devices Inc (ADI) - 125,183 shares, 8.55% of the total portfolio. Shares reduced by 29.98%
  5. S&P Global Inc (SPGI) - 61,405 shares, 8.39% of the total portfolio. Shares added by 128.28%
New Purchase: Advanced Micro Devices Inc (AMD)

Totem Point Management, LLC initiated holding in Advanced Micro Devices Inc. The purchase prices were between $17.05 and $27.89, with an estimated average price of $22.62. The stock is now traded at around $27.25. The impact to a portfolio due to this purchase was 6.68%. The holding were 403,368 shares as of .

New Purchase: Twilio Inc (TWLO)

Totem Point Management, LLC initiated holding in Twilio Inc. The purchase prices were between $81.25 and $135.66, with an estimated average price of $112.06. The stock is now traded at around $132.72. The impact to a portfolio due to this purchase was 5.47%. The holding were 65,307 shares as of .

New Purchase: ServiceNow Inc (NOW)

Totem Point Management, LLC initiated holding in ServiceNow Inc. The purchase prices were between $169.12 and $250.95, with an estimated average price of $218.94. The stock is now traded at around $275.30. The impact to a portfolio due to this purchase was 4.39%. The holding were 27,428 shares as of .

Added: S&P Global Inc (SPGI)

Totem Point Management, LLC added to a holding in S&P Global Inc by 128.28%. The purchase prices were between $164.37 and $210.55, with an estimated average price of $193.28. The stock is now traded at around $211.39. The impact to a portfolio due to this purchase was 4.71%. The holding were 61,405 shares as of .

Added: Pegasystems Inc (PEGA)

Totem Point Management, LLC added to a holding in Pegasystems Inc by 55.06%. The purchase prices were between $46.73 and $66.32, with an estimated average price of $58.71. The stock is now traded at around $69.25. The impact to a portfolio due to this purchase was 3.44%. The holding were 229,640 shares as of .

Added: MSCI Inc (MSCI)

Totem Point Management, LLC added to a holding in MSCI Inc by 59.91%. The purchase prices were between $141.34 and $198.84, with an estimated average price of $173.46. The stock is now traded at around $220.75. The impact to a portfolio due to this purchase was 2.64%. The holding were 54,688 shares as of .

Added: Aptiv PLC (APTV)

Totem Point Management, LLC added to a holding in Aptiv PLC by 57.70%. The purchase prices were between $60.42 and $84.27, with an estimated average price of $76.59. The stock is now traded at around $73.19. The impact to a portfolio due to this purchase was 2.09%. The holding were 110,786 shares as of .

Added: NXP Semiconductors NV (NXPI)

Totem Point Management, LLC added to a holding in NXP Semiconductors NV by 22.13%. The purchase prices were between $71.97 and $97.14, with an estimated average price of $87.6. The stock is now traded at around $98.15. The impact to a portfolio due to this purchase was 1.61%. The holding were 154,744 shares as of .

Sold Out: SendGrid Inc (SEND)

Totem Point Management, LLC sold out a holding in SendGrid Inc. The sale prices were between $39.19 and $54.08, with an estimated average price of $47.57.

Sold Out: Monolithic Power Systems Inc (MPWR)

Totem Point Management, LLC sold out a holding in Monolithic Power Systems Inc. The sale prices were between $108.61 and $145.01, with an estimated average price of $131.03.



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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