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Livermore
Livermore
ZHEN

Totem Point Management, LLC

SEC CIK
0001759364
Latest filing
Aug 14, 2026

Holdings in Q2 2022

Holdings as of Jun 30, 2022, filed Aug 15, 2022. Long positions only; changes compare share counts with Q1 2022.

Institution overview
Positions
12
−3 vs. Q1 2022
Portfolio value
$46.4M
−$81.7M (−63.8%) vs. Q1 2022
Filed
Aug 15, 2022
SEC
Holdings of Totem Point Management, LLC in Q2 2022
SecurityClassSharesValue% of portfolioShare changeActionHistory
GENGen Digital Inc.Stock415,400$9.12M19.7%+136,789+49.1%AddedHistory
SPGIS&P Global Inc.Stock18,232$6.14M13.3%−4,755−20.7%ReducedHistory
AMDAdvanced Micro Devices IncStock70,233$5.37M11.6%−2,680−3.7%ReducedHistory
TMUST-Mobile US, Inc.Stock38,369$5.16M11.1%+38,369NewHistory
ADIAnalog Devices IncStock35,323$5.16M11.1%−26,000−42.4%ReducedHistory
PANWPalo Alto Networks IncStock7,380$3.65M7.9%+7,380NewHistory
PEGAPegasystems IncCOM67,101$3.21M6.9%+67,101NewHistory
TENBTenable Holdings, Inc.COM63,908$2.90M6.3%+63,908NewHistory
ONOn Semiconductor CorpStock55,427$2.79M6.0%+55,427NewHistory
SLBSLB LimitedStock45,344$1.62M3.5%+45,344NewHistory
WDCWestern Digital CorpCOM24,366$1.09M2.4%+24,366NewHistory
MRVLMarvell Technology, Inc.COM3,531$154.0K0.3%−136,204−97.5%ReducedHistory

Sold out since Q1 2022 (10)

Positions held at the end of Q1 2022 that are gone from this filing.

Positions of Totem Point Management, LLC sold out since Q1 2022
SecurityClassShares in Q1 2022Value in Q1 2022% of portfolio in Q1 2022History
AAPLApple Inc.Stock84,644$14.8M11.5%History
NVDANVIDIA CorpStock46,829$12.8M10.0%History
MSFTMicrosoft CorpStock32,101$9.90M7.7%History
GOOGAlphabet Inc.Stock3,171$8.86M6.9%History
MCOMoodys CorpStock23,288$7.86M6.1%History
NOWServiceNow, Inc.Stock12,842$7.15M5.6%History
BILLBILL Holdings, Inc.Stock29,676$6.73M5.3%History
SNOWSnowflake Inc.Stock22,778$5.22M4.1%History
SWKSSkyworks Solutions, Inc.Stock37,980$5.06M4.0%History
MUMicron Technology IncStock61,007$4.75M3.7%History