Totem Point Management, LLC
- SEC CIK
- 0001759364
- Latest filing
- Aug 14, 2026
Holdings in Q2 2021
Holdings as of Jun 30, 2021, filed Aug 16, 2021. Long positions only; changes compare share counts with Q1 2021.
- Positions
- 17
- 0 vs. Q1 2021
- Portfolio value
- $199.6M
- −$26.6M (−11.8%) vs. Q1 2021
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| GENGen Digital Inc. | Stock | 680,246 | $18.5M | 9.3% | −412,755−37.8% | Reduced | History |
| BILLBILL Holdings, Inc. | Stock | 85,369 | $15.6M | 7.8% | −26,307−23.6% | Reduced | History |
| MRVLMarvell Technology, Inc. | COM | 264,602 | $15.4M | 7.7% | −176,308−40.0% | Reduced | History |
| AMDAdvanced Micro Devices Inc | Stock | 161,581 | $15.2M | 7.6% | −46,825−22.5% | Reduced | History |
| ADIAnalog Devices Inc | Stock | 85,576 | $14.7M | 7.4% | −20,661−19.4% | Reduced | History |
| GOOGAlphabet Inc. | Stock | 5,351 | $13.4M | 6.7% | +5,351 | New | History |
| SPGIS&P Global Inc. | Stock | 30,603 | $12.6M | 6.3% | −13,351−30.4% | Reduced | History |
| NVDANVIDIA Corp | Stock | 15,641 | $12.5M | 6.3% | −8,867−36.2% | Reduced | History |
| SNOWSnowflake Inc. | Stock | 45,144 | $10.9M | 5.5% | +45,144 | New | History |
| TWLOTwilio Inc | CL A | 27,647 | $10.9M | 5.5% | +26,451+2,211.6% | Added | History |
| AZTAAzenta, Inc. | COM | 113,693 | $10.8M | 5.4% | −41,768−26.9% | Reduced | History |
| MCOMoodys Corp | Stock | 29,275 | $10.6M | 5.3% | −10,075−25.6% | Reduced | History |
| SESea Ltd | SPONSORD ADS | 36,774 | $10.1M | 5.1% | +36,774 | New | History |
| LRCXLam Research Corp | COM | 14,323 | $9.32M | 4.7% | +3,945+38.0% | Added | History |
| PPLIPeople Inc | COM NEW | 45,166 | $6.96M | 3.5% | +45,166 | New | History |
| MUMicron Technology Inc | Stock | 80,487 | $6.84M | 3.4% | −74,034−47.9% | Reduced | History |
| ZGZillow Group, Inc. | CL A | 41,613 | $5.10M | 2.6% | −28,011−40.2% | Reduced | History |
Sold out since Q1 2021 (4)
Positions held at the end of Q1 2021 that are gone from this filing.
| Security | Class | Shares in Q1 2021 | Value in Q1 2021 | % of portfolio in Q1 2021 | History |
|---|---|---|---|---|---|
| IAC Interactivecorp New44891N109 | COM | 73,534 | $15.9M | 7.0% | – |
| PEGAPegasystems Inc | COM | 137,396 | $15.7M | 6.9% | History |
| POWIPower Integrations Inc | COM | 141,257 | $11.5M | 5.1% | History |
| DKNGDraftKings Inc. | COM CL A | 110,248 | $6.76M | 3.0% | History |