Totem Point Management, LLC
- SEC CIK
- 0001759364
- Latest filing
- Aug 14, 2026
Holdings in Q3 2025
Holdings as of Sep 30, 2025, filed Nov 14, 2025. Long positions only; changes compare share counts with Q2 2025.
- Positions
- 15
- +3 vs. Q2 2025
- Portfolio value
- $112.1M
- +$17.2M (+18.1%) vs. Q2 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| NVDANVIDIA Corp | Stock | 76,544 | $14.3M | 12.7% | +10,530+16.0% | Added | History |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 43,307 | $12.1M | 10.8% | +2,789+6.9% | Added | History |
| TTWOTake Two Interactive Software Inc | COM | 42,951 | $11.1M | 9.9% | +1,790+4.3% | Added | History |
| SPOTSpotify Technology S.A. | Stock | 14,566 | $10.2M | 9.1% | +169+1.2% | Added | History |
| MUMicron Technology Inc | Stock | 58,483 | $9.79M | 8.7% | +9,165+18.6% | Added | History |
| RBLXRoblox Corp | Stock | 61,766 | $8.56M | 7.6% | −22,950−27.1% | Reduced | History |
| SESea Ltd | SPONSORD ADS | 43,978 | $7.86M | 7.0% | −18,100−29.2% | Reduced | History |
| AVGOBroadcom Inc. | Stock | 23,712 | $7.82M | 7.0% | −7,901−25.0% | Reduced | History |
| SPGIS&P Global Inc. | Stock | 12,369 | $6.02M | 5.4% | −7,714−38.4% | Reduced | History |
| APPAppLovin Corp | COM CL A | 7,303 | $5.25M | 4.7% | +7,303 | New | History |
| MMYTMakeMyTrip Ltd | Stock | 46,989 | $4.40M | 3.9% | +11,175+31.2% | Added | History |
| SNDKSandisk Corp | COM | 37,835 | $4.25M | 3.8% | +37,835 | New | History |
| BKNGBooking Holdings Inc. | Stock | 749 | $4.04M | 3.6% | −108−12.6% | Reduced | History |
| BILLBILL Holdings, Inc. | Stock | 71,225 | $3.77M | 3.4% | +71,225 | New | History |
| AMDAdvanced Micro Devices Inc | Stock | 17,019 | $2.75M | 2.5% | +17,019 | New | History |
Sold out since Q2 2025 (1)
Positions held at the end of Q2 2025 that are gone from this filing.