Totem Point Management, LLC
- SEC CIK
- 0001759364
- Latest filing
- Aug 14, 2026
Holdings in Q1 2021
Holdings as of Mar 31, 2021, filed May 17, 2021. Long positions only.
- Positions
- 17
- No 13F data for Q4 2020
- Portfolio value
- $226.2M
- No 13F data for Q4 2020
Livermore's 13F data starts with Q1 2021, so this quarter has no previous quarter to compare with and changes are not shown.
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| GENGen Digital Inc. | Stock | 1,093,001 | $23.2M | 10.3% | – | – | History |
| MRVLMarvell Technology, Inc. | ORD | 440,910 | $21.6M | 9.5% | – | – | History |
| ADIAnalog Devices Inc | Stock | 106,237 | $16.5M | 7.3% | – | – | History |
| AMDAdvanced Micro Devices Inc | Stock | 208,406 | $16.4M | 7.2% | – | – | History |
| BILLBILL Holdings, Inc. | Stock | 111,676 | $16.2M | 7.2% | – | – | History |
| IAC Interactivecorp New44891N109 | COM | 73,534 | $15.9M | 7.0% | – | – | – |
| PEGAPegasystems Inc | COM | 137,396 | $15.7M | 6.9% | – | – | History |
| SPGIS&P Global Inc. | Stock | 43,954 | $15.5M | 6.9% | – | – | History |
| MUMicron Technology Inc | Stock | 154,521 | $13.6M | 6.0% | – | – | History |
| NVDANVIDIA Corp | Stock | 24,508 | $13.1M | 5.8% | – | – | History |
| AZTAAzenta, Inc. | COM | 155,461 | $12.7M | 5.6% | – | – | History |
| MCOMoodys Corp | Stock | 39,350 | $11.8M | 5.2% | – | – | History |
| POWIPower Integrations Inc | COM | 141,257 | $11.5M | 5.1% | – | – | History |
| ZGZillow Group, Inc. | CL A | 69,624 | $9.15M | 4.0% | – | – | History |
| DKNGDraftKings Inc. | COM CL A | 110,248 | $6.76M | 3.0% | – | – | History |
| LRCXLam Research Corp | COM | 10,378 | $6.18M | 2.7% | – | – | History |
| TWLOTwilio Inc | CL A | 1,196 | $408.0K | 0.2% | – | – | History |