Totem Point Management, LLC
- SEC CIK
- 0001759364
- Latest filing
- Aug 14, 2026
Holdings in Q4 2021
Holdings as of Dec 31, 2021, filed Feb 14, 2022. Long positions only; changes compare share counts with Q3 2021.
- Positions
- 15
- 0 vs. Q3 2021
- Portfolio value
- $151.3M
- −$2.29M (−1.5%) vs. Q3 2021
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| GENGen Digital Inc. | Stock | 595,556 | $15.5M | 10.2% | −7,325−1.2% | Reduced | History |
| MRVLMarvell Technology, Inc. | COM | 158,751 | $13.9M | 9.2% | −44,243−21.8% | Reduced | History |
| MUMicron Technology Inc | Stock | 140,016 | $13.0M | 8.6% | +60,748+76.6% | Added | History |
| ADIAnalog Devices Inc | Stock | 72,116 | $12.7M | 8.4% | +16,836+30.5% | Added | History |
| BILLBILL Holdings, Inc. | Stock | 46,479 | $11.6M | 7.7% | −9,263−16.6% | Reduced | History |
| AMDAdvanced Micro Devices Inc | Stock | 78,718 | $11.3M | 7.5% | −16,629−17.4% | Reduced | History |
| NVDANVIDIA Corp | Stock | 36,666 | $10.8M | 7.1% | −20,182−35.5% | Reduced | History |
| MSFTMicrosoft Corp | Stock | 32,019 | $10.8M | 7.1% | −14,017−30.4% | Reduced | History |
| AAPLApple Inc. | Stock | 59,669 | $10.6M | 7.0% | +59,669 | New | History |
| SPGIS&P Global Inc. | Stock | 22,002 | $10.4M | 6.9% | −2,481−10.1% | Reduced | History |
| SNOWSnowflake Inc. | Stock | 27,215 | $9.22M | 6.1% | +11,176+69.7% | Added | History |
| GOOGAlphabet Inc. | Stock | 2,600 | $7.52M | 5.0% | −1,890−42.1% | Reduced | History |
| CFLTConfluent, Inc. | CLASS A COM | 82,606 | $6.30M | 4.2% | +82,606 | New | History |
| MCOMoodys Corp | Stock | 15,517 | $6.06M | 4.0% | −13,551−46.6% | Reduced | History |
| BIDUBaidu, Inc. | ADR | 11,102 | $1.65M | 1.1% | +11,102 | New | History |
Sold out since Q3 2021 (3)
Positions held at the end of Q3 2021 that are gone from this filing.