Totem Point Management, LLC
- SEC CIK
- 0001759364
- Latest filing
- Aug 14, 2026
Holdings in Q3 2022
Holdings as of Sep 30, 2022, filed Nov 14, 2022. Long positions only; changes compare share counts with Q2 2022.
- Positions
- 11
- −1 vs. Q2 2022
- Portfolio value
- $58.0M
- +$11.6M (+25.0%) vs. Q2 2022
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| GENGen Digital Inc. | Stock | 629,731 | $12.7M | 21.9% | +214,331+51.6% | Added | History |
| ADIAnalog Devices Inc | Stock | 64,417 | $8.98M | 15.5% | +29,094+82.4% | Added | History |
| PANWPalo Alto Networks Inc | Stock | 46,199 | $7.57M | 13.1% | +24,059+108.7% | AddedConverted for a 3-for-1 split | History |
| TMUST-Mobile US, Inc. | Stock | 45,987 | $6.17M | 10.6% | +7,618+19.9% | Added | History |
| SPGIS&P Global Inc. | Stock | 19,790 | $6.04M | 10.4% | +1,558+8.5% | Added | History |
| ONOn Semiconductor Corp | Stock | 89,825 | $5.60M | 9.7% | +34,398+62.1% | Added | History |
| BILLBILL Holdings, Inc. | Stock | 20,866 | $2.76M | 4.8% | +20,866 | New | History |
| MSCIMSCI Inc. | Stock | 5,575 | $2.35M | 4.1% | +5,575 | New | History |
| DDOGDatadog, Inc. | CL A COM | 24,985 | $2.22M | 3.8% | +24,985 | New | History |
| MRVLMarvell Technology, Inc. | COM | 45,585 | $1.96M | 3.4% | +42,054+1,191.0% | Added | History |
| AAPLApple Inc. | Stock | 11,894 | $1.64M | 2.8% | +11,894 | New | History |
Sold out since Q2 2022 (5)
Positions held at the end of Q2 2022 that are gone from this filing.
| Security | Class | Shares in Q2 2022 | Value in Q2 2022 | % of portfolio in Q2 2022 | History |
|---|---|---|---|---|---|
| AMDAdvanced Micro Devices Inc | Stock | 70,233 | $5.37M | 11.6% | History |
| PEGAPegasystems Inc | COM | 67,101 | $3.21M | 6.9% | History |
| TENBTenable Holdings, Inc. | COM | 63,908 | $2.90M | 6.3% | History |
| SLBSLB Limited | Stock | 45,344 | $1.62M | 3.5% | History |
| WDCWestern Digital Corp | COM | 24,366 | $1.09M | 2.4% | History |