Totem Point Management, LLC
- SEC CIK
- 0001759364
- Latest filing
- Aug 14, 2026
Holdings in Q3 2021
Holdings as of Sep 30, 2021, filed Nov 15, 2021. Long positions only; changes compare share counts with Q2 2021.
- Positions
- 15
- −2 vs. Q2 2021
- Portfolio value
- $153.6M
- −$46.0M (−23.0%) vs. Q2 2021
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| GENGen Digital Inc. | Stock | 602,881 | $15.3M | 9.9% | −77,365−11.4% | Reduced | History |
| BILLBILL Holdings, Inc. | Stock | 55,742 | $14.9M | 9.7% | −29,627−34.7% | Reduced | History |
| MSFTMicrosoft Corp | Stock | 46,036 | $13.0M | 8.5% | +46,036 | New | History |
| MRVLMarvell Technology, Inc. | COM | 202,994 | $12.2M | 8.0% | −61,608−23.3% | Reduced | History |
| GOOGAlphabet Inc. | Stock | 4,490 | $12.0M | 7.8% | −861−16.1% | Reduced | History |
| NVDANVIDIA Corp | Stock | 56,848 | $11.8M | 7.7% | −5,716−9.1% | ReducedConverted for a 4-for-1 split | History |
| SPGIS&P Global Inc. | Stock | 24,483 | $10.4M | 6.8% | −6,120−20.0% | Reduced | History |
| MCOMoodys Corp | Stock | 29,068 | $10.3M | 6.7% | −207−0.7% | Reduced | History |
| AMDAdvanced Micro Devices Inc | Stock | 95,347 | $9.81M | 6.4% | −66,234−41.0% | Reduced | History |
| SESea Ltd | SPONSORD ADS | 30,261 | $9.64M | 6.3% | −6,513−17.7% | Reduced | History |
| ADIAnalog Devices Inc | Stock | 55,280 | $9.26M | 6.0% | −30,296−35.4% | Reduced | History |
| TWLOTwilio Inc | CL A | 28,930 | $9.23M | 6.0% | +1,283+4.6% | Added | History |
| MUMicron Technology Inc | Stock | 79,268 | $5.63M | 3.7% | −1,219−1.5% | Reduced | History |
| NETCloudflare, Inc. | CL A COM | 47,239 | $5.32M | 3.5% | +47,239 | New | History |
| SNOWSnowflake Inc. | Stock | 16,039 | $4.85M | 3.2% | −29,105−64.5% | Reduced | History |
Sold out since Q2 2021 (4)
Positions held at the end of Q2 2021 that are gone from this filing.
| Security | Class | Shares in Q2 2021 | Value in Q2 2021 | % of portfolio in Q2 2021 | History |
|---|---|---|---|---|---|
| AZTAAzenta, Inc. | COM | 113,693 | $10.8M | 5.4% | History |
| LRCXLam Research Corp | COM | 14,323 | $9.32M | 4.7% | History |
| PPLIPeople Inc | COM NEW | 45,166 | $6.96M | 3.5% | History |
| ZGZillow Group, Inc. | CL A | 41,613 | $5.10M | 2.6% | History |