Totem Point Management, LLC
- SEC CIK
- 0001759364
- Latest filing
- Aug 14, 2026
Holdings in Q4 2022
Holdings as of Dec 31, 2022, filed Feb 14, 2023. Long positions only; changes compare share counts with Q3 2022.
- Positions
- 13
- +2 vs. Q3 2022
- Portfolio value
- $73.7M
- +$15.8M (+27.2%) vs. Q3 2022
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| GENGen Digital Inc. | Stock | 636,976 | $13.7M | 18.5% | +7,245+1.2% | Added | History |
| SPGIS&P Global Inc. | Stock | 33,647 | $11.3M | 15.3% | +13,857+70.0% | Added | History |
| ADIAnalog Devices Inc | Stock | 65,966 | $10.8M | 14.7% | +1,549+2.4% | Added | History |
| MSCIMSCI Inc. | Stock | 18,991 | $8.83M | 12.0% | +13,416+240.6% | Added | History |
| ONOn Semiconductor Corp | Stock | 95,500 | $5.96M | 8.1% | +5,675+6.3% | Added | History |
| TMUST-Mobile US, Inc. | Stock | 40,829 | $5.72M | 7.8% | −5,158−11.2% | Reduced | History |
| AMDAdvanced Micro Devices Inc | Stock | 78,444 | $5.08M | 6.9% | +78,444 | New | History |
| MRVLMarvell Technology, Inc. | COM | 109,906 | $4.07M | 5.5% | +64,321+141.1% | Added | History |
| NVDANVIDIA Corp | Stock | 14,838 | $2.17M | 2.9% | +14,838 | New | History |
| MUMicron Technology Inc | Stock | 42,769 | $2.14M | 2.9% | +42,769 | New | History |
| PANWPalo Alto Networks Inc | Stock | 14,836 | $2.07M | 2.8% | −31,363−67.9% | Reduced | History |
| SWKSSkyworks Solutions, Inc. | Stock | 13,548 | $1.23M | 1.7% | +13,548 | New | History |
| BILLBILL Holdings, Inc. | Stock | 6,776 | $738.3K | 1.0% | −14,090−67.5% | Reduced | History |
Sold out since Q3 2022 (2)
Positions held at the end of Q3 2022 that are gone from this filing.