Totem Point Management, LLC
- SEC CIK
- 0001759364
- Latest filing
- Aug 14, 2026
Holdings in Q1 2024
Holdings as of Mar 31, 2024, filed May 15, 2024. Long positions only; changes compare share counts with Q4 2023.
- Positions
- 16
- +2 vs. Q4 2023
- Portfolio value
- $91.4M
- +$14.2M (+18.4%) vs. Q4 2023
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| SPGIS&P Global Inc. | Stock | 26,723 | $11.4M | 12.4% | +6,089+29.5% | Added | History |
| NVDANVIDIA Corp | Stock | 11,466 | $10.4M | 11.3% | −2,911−20.2% | Reduced | History |
| MSCIMSCI Inc. | Stock | 17,372 | $9.74M | 10.7% | +885+5.4% | Added | History |
| MUMicron Technology Inc | Stock | 80,277 | $9.46M | 10.4% | +165+0.2% | Added | History |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 61,134 | $8.32M | 9.1% | +61,134 | New | History |
| ADIAnalog Devices Inc | Stock | 37,756 | $7.47M | 8.2% | −5,741−13.2% | Reduced | History |
| AMDAdvanced Micro Devices Inc | Stock | 37,764 | $6.82M | 7.5% | −20,013−34.6% | Reduced | History |
| SPOTSpotify Technology S.A. | Stock | 21,218 | $5.60M | 6.1% | +21,218 | New | History |
| METAMeta Platforms, Inc. | Stock | 10,630 | $5.16M | 5.6% | +10,630 | New | History |
| MCOMoodys Corp | Stock | 12,254 | $4.82M | 5.3% | −770−5.9% | Reduced | History |
| MRVLMarvell Technology, Inc. | COM | 44,561 | $3.16M | 3.5% | +7,258+19.5% | Added | History |
| ANETArista Networks, Inc. | COM | 10,449 | $3.03M | 3.3% | −5,166−33.1% | Reduced | History |
| TTWOTake Two Interactive Software Inc | COM | 19,197 | $2.85M | 3.1% | −7,826−29.0% | Reduced | History |
| MMYTMakeMyTrip Ltd | Stock | 37,923 | $2.69M | 2.9% | +37,923 | New | History |
| ZGZillow Group, Inc. | CL A | 5,759 | $275.6K | 0.3% | −3,437−37.4% | Reduced | History |
| PANWPalo Alto Networks Inc | Stock | 939 | $266.8K | 0.3% | −9,439−91.0% | Reduced | History |
Sold out since Q4 2023 (2)
Positions held at the end of Q4 2023 that are gone from this filing.