Totem Point Management, LLC
- SEC CIK
- 0001759364
- Latest filing
- Aug 14, 2026
Holdings in Q2 2023
Holdings as of Jun 30, 2023, filed Aug 14, 2023. Long positions only; changes compare share counts with Q1 2023.
- Positions
- 17
- +3 vs. Q1 2023
- Portfolio value
- $109.5M
- +$5.71M (+5.5%) vs. Q1 2023
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| ADIAnalog Devices Inc | Stock | 56,172 | $10.9M | 10.0% | +12,814+29.6% | Added | History |
| SPGIS&P Global Inc. | Stock | 26,762 | $10.7M | 9.8% | −8,332−23.7% | Reduced | History |
| NVDANVIDIA Corp | Stock | 23,160 | $9.80M | 8.9% | −8,077−25.9% | Reduced | History |
| MSCIMSCI Inc. | Stock | 18,366 | $8.62M | 7.9% | −663−3.5% | Reduced | History |
| ONOn Semiconductor Corp | Stock | 89,325 | $8.45M | 7.7% | −11,776−11.6% | Reduced | History |
| MUMicron Technology Inc | Stock | 123,906 | $7.82M | 7.1% | −7,530−5.7% | Reduced | History |
| AMDAdvanced Micro Devices Inc | Stock | 66,329 | $7.56M | 6.9% | +6,864+11.5% | Added | History |
| AAPLApple Inc. | Stock | 36,942 | $7.17M | 6.5% | +36,942 | New | History |
| TTWOTake Two Interactive Software Inc | COM | 40,626 | $5.98M | 5.5% | −15,503−27.6% | Reduced | History |
| PPLIPeople Inc | COM NEW | 92,923 | $5.84M | 5.3% | −43,988−32.1% | Reduced | History |
| TSLATesla, Inc. | Stock | 17,160 | $4.49M | 4.1% | +17,160 | New | History |
| SWKSSkyworks Solutions, Inc. | Stock | 40,291 | $4.46M | 4.1% | −6,667−14.2% | Reduced | History |
| LSCCLattice Semiconductor Corp | COM | 43,975 | $4.22M | 3.9% | −24,037−35.3% | Reduced | History |
| MPWRMonolithic Power Systems, Inc. | COM | 7,795 | $4.21M | 3.8% | +7,795 | New | History |
| APTVAptiv PLC | SHS | 39,996 | $4.08M | 3.7% | +1,310+3.4% | Added | History |
| BILLBILL Holdings, Inc. | Stock | 23,401 | $2.73M | 2.5% | +23,401 | New | History |
| TWLOTwilio Inc | CL A | 37,612 | $2.39M | 2.2% | +37,612 | New | History |
Sold out since Q1 2023 (2)
Positions held at the end of Q1 2023 that are gone from this filing.