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Livermore
Livermore
ZHEN

Totem Point Management, LLC

SEC CIK
0001759364
Latest filing
Aug 14, 2026

Holdings in Q4 2023

Holdings as of Dec 31, 2023, filed Feb 14, 2024. Long positions only; changes compare share counts with Q3 2023.

Institution overview
Positions
14
−2 vs. Q3 2023
Portfolio value
$77.2M
+$6.69M (+9.5%) vs. Q3 2023
Filed
Feb 14, 2024
SEC
Holdings of Totem Point Management, LLC in Q4 2023
SecurityClassSharesValue% of portfolioShare changeActionHistory
MSCIMSCI Inc.Stock16,487$9.33M12.1%+5,357+48.1%AddedHistory
SPGIS&P Global Inc.Stock20,634$9.09M11.8%−2,142−9.4%ReducedHistory
ADIAnalog Devices IncStock43,497$8.64M11.2%+6,548+17.7%AddedHistory
AMDAdvanced Micro Devices IncStock57,777$8.52M11.0%−2,531−4.2%ReducedHistory
NVDANVIDIA CorpStock14,377$7.12M9.2%−1,925−11.8%ReducedHistory
MUMicron Technology IncStock80,112$6.84M8.9%−11,794−12.8%ReducedHistory
ONOn Semiconductor CorpStock72,505$6.06M7.8%+10,115+16.2%AddedHistory
MCOMoodys CorpStock13,024$5.09M6.6%+1,402+12.1%AddedHistory
TTWOTake Two Interactive Software IncCOM27,023$4.35M5.6%−7,006−20.6%ReducedHistory
ANETArista Networks, Inc.COM15,615$3.68M4.8%+15,615NewHistory
PANWPalo Alto Networks IncStock10,378$3.06M4.0%−4,683−31.1%ReducedHistory
AAPLApple Inc.Stock13,643$2.63M3.4%−4,399−24.4%ReducedHistory
MRVLMarvell Technology, Inc.COM37,303$2.25M2.9%+1,816+5.1%AddedHistory
ZGZillow Group, Inc.CL A9,196$521.6K0.7%+9,196NewHistory

Sold out since Q3 2023 (4)

Positions held at the end of Q3 2023 that are gone from this filing.

Positions of Totem Point Management, LLC sold out since Q3 2023
SecurityClassShares in Q3 2023Value in Q3 2023% of portfolio in Q3 2023History
BILLBILL Holdings, Inc.Stock28,318$3.07M4.4%History
TSLATesla, Inc.Stock9,154$2.29M3.3%History
APTVAptiv PLCSHS19,305$1.90M2.7%History
DDOGDatadog, Inc.CL A COM3,888$354.2K0.5%History