Totem Point Management, LLC
- SEC CIK
- 0001759364
- Latest filing
- Aug 14, 2026
Holdings in Q3 2024
Holdings as of Sep 30, 2024, filed Nov 14, 2024. Long positions only; changes compare share counts with Q2 2024.
- Positions
- 16
- +1 vs. Q2 2024
- Portfolio value
- $94.6M
- +$26.3M (+38.5%) vs. Q2 2024
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| SPOTSpotify Technology S.A. | Stock | 31,475 | $11.6M | 12.3% | +1,597+5.3% | Added | History |
| SPGIS&P Global Inc. | Stock | 22,039 | $11.4M | 12.0% | +1,353+6.5% | Added | History |
| NVDANVIDIA Corp | Stock | 87,403 | $10.6M | 11.2% | +36,077+70.3% | Added | History |
| ADIAnalog Devices Inc | Stock | 45,797 | $10.5M | 11.1% | +17,466+61.6% | Added | History |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 59,649 | $10.4M | 11.0% | +10,289+20.8% | Added | History |
| AMDAdvanced Micro Devices Inc | Stock | 41,052 | $6.74M | 7.1% | +22,643+123.0% | Added | History |
| MSCIMSCI Inc. | Stock | 9,806 | $5.72M | 6.0% | +9,806 | New | History |
| SESea Ltd | SPONSORD ADS | 56,263 | $5.30M | 5.6% | +48+0.1% | Added | History |
| BKNGBooking Holdings Inc. | Stock | 1,081 | $4.55M | 4.8% | +1,081 | New | History |
| TTWOTake Two Interactive Software Inc | COM | 27,199 | $4.18M | 4.4% | −2,913−9.7% | Reduced | History |
| PEGAPegasystems Inc | COM | 57,003 | $4.17M | 4.4% | +57,003 | New | History |
| NOWServiceNow, Inc. | Stock | 3,155 | $2.82M | 3.0% | −2,430−43.5% | Reduced | History |
| MMYTMakeMyTrip Ltd | Stock | 25,794 | $2.40M | 2.5% | +25,794 | New | History |
| GRMNGarmin Ltd | SHS | 9,720 | $1.71M | 1.8% | +9,720 | New | History |
| ONOn Semiconductor Corp | Stock | 19,735 | $1.43M | 1.5% | +7,829+65.8% | Added | History |
| BILLBILL Holdings, Inc. | Stock | 20,326 | $1.07M | 1.1% | +20,326 | New | History |
Sold out since Q2 2024 (5)
Positions held at the end of Q2 2024 that are gone from this filing.
| Security | Class | Shares in Q2 2024 | Value in Q2 2024 | % of portfolio in Q2 2024 | History |
|---|---|---|---|---|---|
| MUMicron Technology Inc | Stock | 41,089 | $5.40M | 7.9% | History |
| MRVLMarvell Technology, Inc. | COM | 30,637 | $2.14M | 3.1% | History |
| CRWDCrowdStrike Holdings, Inc. | Stock | 3,750 | $1.44M | 2.1% | History |
| ANETArista Networks, Inc. | COM | 3,875 | $1.36M | 2.0% | History |
| QCOMQualcomm Inc | Stock | 5,496 | $1.09M | 1.6% | History |