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

• New Purchases: AMD, TWLO, NOW,
• Added Positions: SPGI, PEGA, MSCI, APTV, NXPI,
• Reduced Positions: XLNX, NTNX, ADI, GOOG, INST, MSFT, BIDU, IQ,
• Sold Out: SEND, MPWR,

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. 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%

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 .

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 .

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 .

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 .

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 .

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 .

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 .

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 .

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.

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.