Totem Point Management, LLC
- SEC CIK
- 0001759364
- Latest filing
- Aug 14, 2026
Holdings in Q2 2025
Holdings as of Jun 30, 2025, filed Aug 14, 2025. Long positions only; changes compare share counts with Q1 2025.
- Positions
- 12
- −1 vs. Q1 2025
- Portfolio value
- $95.0M
- +$13.8M (+17.0%) vs. Q1 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| SPOTSpotify Technology S.A. | Stock | 14,397 | $11.0M | 11.6% | −9,983−40.9% | Reduced | History |
| SPGIS&P Global Inc. | Stock | 20,083 | $10.6M | 11.2% | −6,948−25.7% | Reduced | History |
| NVDANVIDIA Corp | Stock | 66,014 | $10.4M | 11.0% | +28,327+75.2% | Added | History |
| TTWOTake Two Interactive Software Inc | COM | 41,161 | $10.0M | 10.5% | −21,274−34.1% | Reduced | History |
| SESea Ltd | SPONSORD ADS | 62,078 | $9.93M | 10.5% | −23,880−27.8% | Reduced | History |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 40,518 | $9.18M | 9.7% | −10,226−20.2% | Reduced | History |
| RBLXRoblox Corp | Stock | 84,716 | $8.91M | 9.4% | +33,871+66.6% | Added | History |
| AVGOBroadcom Inc. | Stock | 31,613 | $8.71M | 9.2% | +12,512+65.5% | Added | History |
| MUMicron Technology Inc | Stock | 49,318 | $6.08M | 6.4% | +49,318 | New | History |
| BKNGBooking Holdings Inc. | Stock | 857 | $4.96M | 5.2% | +304+55.0% | Added | History |
| MMYTMakeMyTrip Ltd | Stock | 35,814 | $3.51M | 3.7% | −10,065−21.9% | Reduced | History |
| DDOGDatadog, Inc. | CL A COM | 12,054 | $1.62M | 1.7% | +12,054 | New | History |
Sold out since Q1 2025 (3)
Positions held at the end of Q1 2025 that are gone from this filing.