Totem Point Management, LLC
- SEC CIK
- 0001759364
- Latest filing
- Aug 14, 2026
Holdings in Q4 2024
Holdings as of Dec 31, 2024, filed Feb 14, 2025. Long positions only; changes compare share counts with Q3 2024.
- Positions
- 16
- 0 vs. Q3 2024
- Portfolio value
- $94.4M
- −$231.3K (−0.2%) vs. Q3 2024
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| SPGIS&P Global Inc. | Stock | 25,800 | $12.8M | 13.6% | +3,761+17.1% | Added | History |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 58,016 | $11.5M | 12.1% | −1,633−2.7% | Reduced | History |
| TTWOTake Two Interactive Software Inc | COM | 60,401 | $11.1M | 11.8% | +33,202+122.1% | Added | History |
| BKNGBooking Holdings Inc. | Stock | 1,907 | $9.47M | 10.0% | +826+76.4% | Added | History |
| SPOTSpotify Technology S.A. | Stock | 20,815 | $9.31M | 9.9% | −10,660−33.9% | Reduced | History |
| NVDANVIDIA Corp | Stock | 55,157 | $7.41M | 7.8% | −32,246−36.9% | Reduced | History |
| MRVLMarvell Technology, Inc. | COM | 58,052 | $6.41M | 6.8% | +58,052 | New | History |
| MMYTMakeMyTrip Ltd | Stock | 33,577 | $3.77M | 4.0% | +7,783+30.2% | Added | History |
| PEGAPegasystems Inc | COM | 40,252 | $3.75M | 4.0% | −16,751−29.4% | Reduced | History |
| GRMNGarmin Ltd | SHS | 17,513 | $3.61M | 3.8% | +7,793+80.2% | Added | History |
| SESea Ltd | SPONSORD ADS | 32,789 | $3.48M | 3.7% | −23,474−41.7% | Reduced | History |
| TSLATesla, Inc. | Stock | 7,612 | $3.07M | 3.3% | +7,612 | New | History |
| ADIAnalog Devices Inc | Stock | 12,847 | $2.73M | 2.9% | −32,950−71.9% | Reduced | History |
| NOWServiceNow, Inc. | Stock | 2,481 | $2.63M | 2.8% | −674−21.4% | Reduced | History |
| CHTRCharter Communications, Inc. | CL A | 5,867 | $2.01M | 2.1% | +5,867 | New | History |
| RDDTReddit, Inc. | Stock | 7,786 | $1.27M | 1.3% | +7,786 | New | History |
Sold out since Q3 2024 (4)
Positions held at the end of Q3 2024 that are gone from this filing.
| Security | Class | Shares in Q3 2024 | Value in Q3 2024 | % of portfolio in Q3 2024 | History |
|---|---|---|---|---|---|
| AMDAdvanced Micro Devices Inc | Stock | 41,052 | $6.74M | 7.1% | History |
| MSCIMSCI Inc. | Stock | 9,806 | $5.72M | 6.0% | History |
| ONOn Semiconductor Corp | Stock | 19,735 | $1.43M | 1.5% | History |
| BILLBILL Holdings, Inc. | Stock | 20,326 | $1.07M | 1.1% | History |