Totem Point Management, LLC 13F Holdings
CIK 0001759364 · New York, NY
As of Sep 30, 2025, Totem Point Management, LLC reported 15 positions worth
CIK 0001759364 · New York, NY
As of Sep 30, 2025, Totem Point Management, LLC reported 15 positions worth
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| NVIDIA CORP | NVDA | Technology | 76,544 | 4.3M | 12.73% |
| TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | TSM | Technology | 43,307 | 2.1M | 10.79% |
| TAKE TWO INTERACTIVE SOFTWARE INC | TTWO | Communication Services | 42,951 | 1.1M | 9.89% |
| SPOTIFY TECHNOLOGY SA | SPOT | Communication Services | 14,566 | 0.2M | 9.07% |
| MICRON TECHNOLOGY INC | MU | Technology | 58,483 | $9.8M | 8.73% |
| ROBLOX CORP | RBLX | Communication Services | 61,766 | $8.6M | 7.63% |
| SEA LTD | SE | Consumer Cyclical | 43,978 | $7.9M | 7.01% |
| BROADCOM INC | AVGO | Technology | 23,712 | $7.8M | 6.98% |
| S&P GLOBAL INC | SPGI | Financial Services | 12,369 | $6.0M | 5.37% |
| APPLOVIN CORP | APP | Technology | 7,303 | $5.2M | 4.68% |
| MAKEMYTRIP LTD | MMYT | Industrials | 46,989 | $4.4M | 3.92% |
| SANDISK CORP | SNDK | Technology | 37,835 | $4.2M | 3.79% |
| BOOKING HOLDINGS INC | BKNG | Industrials | 749 | $4.0M | 3.61% |
| BILL HOLDINGS INC | BILL | Technology | 71,225 | $3.8M | 3.36% |
| ADVANCED MICRO DEVICES INC | AMD | Equity | 17,019 | $2.8M | 2.46% |