Totem Point Management, LLC
- SEC CIK
- 0001759364
- Latest filing
- Aug 14, 2026
Holdings in Q1 2022
Holdings as of Mar 31, 2022, filed May 16, 2022. Long positions only; changes compare share counts with Q4 2021.
- Positions
- 15
- 0 vs. Q4 2021
- Portfolio value
- $128.0M
- −$23.2M (−15.4%) vs. Q4 2021
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| AAPLApple Inc. | Stock | 84,644 | $14.8M | 11.5% | +24,975+41.9% | Added | History |
| NVDANVIDIA Corp | Stock | 46,829 | $12.8M | 10.0% | +10,163+27.7% | Added | History |
| ADIAnalog Devices Inc | Stock | 61,323 | $10.1M | 7.9% | −10,793−15.0% | Reduced | History |
| MRVLMarvell Technology, Inc. | COM | 139,735 | $10.0M | 7.8% | −19,016−12.0% | Reduced | History |
| MSFTMicrosoft Corp | Stock | 32,101 | $9.90M | 7.7% | +82+0.3% | Added | History |
| SPGIS&P Global Inc. | Stock | 22,987 | $9.43M | 7.4% | +985+4.5% | Added | History |
| GOOGAlphabet Inc. | Stock | 3,171 | $8.86M | 6.9% | +571+22.0% | Added | History |
| AMDAdvanced Micro Devices Inc | Stock | 72,913 | $7.97M | 6.2% | −5,805−7.4% | Reduced | History |
| MCOMoodys Corp | Stock | 23,288 | $7.86M | 6.1% | +7,771+50.1% | Added | History |
| GENGen Digital Inc. | Stock | 278,611 | $7.39M | 5.8% | −316,945−53.2% | Reduced | History |
| NOWServiceNow, Inc. | Stock | 12,842 | $7.15M | 5.6% | +12,842 | New | History |
| BILLBILL Holdings, Inc. | Stock | 29,676 | $6.73M | 5.3% | −16,803−36.2% | Reduced | History |
| SNOWSnowflake Inc. | Stock | 22,778 | $5.22M | 4.1% | −4,437−16.3% | Reduced | History |
| SWKSSkyworks Solutions, Inc. | Stock | 37,980 | $5.06M | 4.0% | +37,980 | New | History |
| MUMicron Technology Inc | Stock | 61,007 | $4.75M | 3.7% | −79,009−56.4% | Reduced | History |
Sold out since Q4 2021 (2)
Positions held at the end of Q4 2021 that are gone from this filing.