Hedge Fund - Totem Point Management

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No. Security Ticker Shares Value Activity % Port History
1. NVDA 76,664 $13,370,202 +39% 17.06%
2. AMD 42,236 $8,592,069 NEW 10.96%
3. ON 135,687 $8,401,739 +10% 10.72%
4. TSM 21,681 $7,327,094 -44% 9.35%
5. SPOT 12,576 $6,098,228 -39% 7.78%