Totem Point Management, LLC
- SEC CIK
- 0001759364
- Latest filing
- Aug 14, 2026
Holdings in Q2 2024
Holdings as of Jun 30, 2024, filed Aug 14, 2024. Long positions only; changes compare share counts with Q1 2024.
- Positions
- 15
- −1 vs. Q1 2024
- Portfolio value
- $68.3M
- −$23.1M (−25.2%) vs. Q1 2024
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| SPOTSpotify Technology S.A. | Stock | 29,878 | $9.38M | 13.7% | +8,660+40.8% | Added | History |
| SPGIS&P Global Inc. | Stock | 20,686 | $9.23M | 13.5% | −6,037−22.6% | Reduced | History |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 49,360 | $8.58M | 12.6% | −11,774−19.3% | Reduced | History |
| ADIAnalog Devices Inc | Stock | 28,331 | $6.47M | 9.5% | −9,425−25.0% | Reduced | History |
| NVDANVIDIA Corp | Stock | 51,326 | $6.34M | 9.3% | −63,334−55.2% | ReducedConverted for a 10-for-1 split | History |
| MUMicron Technology Inc | Stock | 41,089 | $5.40M | 7.9% | −39,188−48.8% | Reduced | History |
| TTWOTake Two Interactive Software Inc | COM | 30,112 | $4.68M | 6.9% | +10,915+56.9% | Added | History |
| NOWServiceNow, Inc. | Stock | 5,585 | $4.39M | 6.4% | +5,585 | New | History |
| SESea Ltd | SPONSORD ADS | 56,215 | $4.01M | 5.9% | +56,215 | New | History |
| AMDAdvanced Micro Devices Inc | Stock | 18,409 | $2.99M | 4.4% | −19,355−51.3% | Reduced | History |
| MRVLMarvell Technology, Inc. | COM | 30,637 | $2.14M | 3.1% | −13,924−31.2% | Reduced | History |
| CRWDCrowdStrike Holdings, Inc. | Stock | 3,750 | $1.44M | 2.1% | +3,750 | New | History |
| ANETArista Networks, Inc. | COM | 3,875 | $1.36M | 2.0% | −6,574−62.9% | Reduced | History |
| QCOMQualcomm Inc | Stock | 5,496 | $1.09M | 1.6% | +5,496 | New | History |
| ONOn Semiconductor Corp | Stock | 11,906 | $816.2K | 1.2% | +11,906 | New | History |
Sold out since Q1 2024 (6)
Positions held at the end of Q1 2024 that are gone from this filing.
| Security | Class | Shares in Q1 2024 | Value in Q1 2024 | % of portfolio in Q1 2024 | History |
|---|---|---|---|---|---|
| MSCIMSCI Inc. | Stock | 17,372 | $9.74M | 10.7% | History |
| METAMeta Platforms, Inc. | Stock | 10,630 | $5.16M | 5.6% | History |
| MCOMoodys Corp | Stock | 12,254 | $4.82M | 5.3% | History |
| MMYTMakeMyTrip Ltd | Stock | 37,923 | $2.69M | 2.9% | History |
| ZGZillow Group, Inc. | CL A | 5,759 | $275.6K | 0.3% | History |
| PANWPalo Alto Networks Inc | Stock | 939 | $266.8K | 0.3% | History |