Totem Point Management, LLC
CIK 1759364 · Holdings on Jun 30, 2025 · First reported Aug 14, 2025
Top ten holdings
Q2 2025- SPOT11.63%
- SPGI11.15%
- NVDA10.98%
- TTWO10.53%
- SE10.46%
- TSM9.66%
- RBLX9.38%
- AVGO9.18%
- MU6.40%
- BKNG5.22%
Share classes counted separately94.59%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- NVDAWeight increased · +5.95 pp5.03% → 10.98%Shares +28.33K (+75.16%)
- SPGIWeight decreased · -5.77 pp16.92% → 11.15%Shares -6.95K (-25.70%)
- RBLXWeight increased · +5.73 pp3.65% → 9.38%Shares +33.87K (+66.62%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 12
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | SPOTSPOTIFY TECHNOLOGY SASHS View history and evidence | $11.05M | 11.63% | 14.40K shares | 16.52% → 11.63%-4.89 pp -9.98K (-40.95%) | Reduced | ↗▾ |
| 02 | SPGIS&P GLOBAL INC View history and evidence | $10.59M | 11.15% | 20.08K shares | 16.92% → 11.15%-5.77 pp -6.95K (-25.70%) | Reduced | ↗▾ |
| 03 | NVDANVIDIA CORP View history and evidence | $10.43M | 10.98% | 66.01K shares | 5.03% → 10.98%+5.95 pp +28.33K (+75.16%) | Added | ↗▾ |
| 04 | TTWOTAKE-TWO INTERACTIVE SOFTWRE View history and evidence | $10.00M | 10.53% | 41.16K shares | 15.94% → 10.53%-5.41 pp -21.27K (-34.07%) | Reduced | ↗▾ |
| 05 | SESEA LTD-ADRSPONSORD ADS View history and evidence | $9.93M | 10.46% | 62.08K shares | 13.82% → 10.46%-3.36 pp -23.88K (-27.78%) | Reduced | ↗▾ |
| 06 | TSMTAIWAN SEMICONDUCTOR-SP ADRSPONSORED ADS View history and evidence | $9.18M | 9.66% | 40.52K shares | 10.38% → 9.66%-0.72 pp -10.23K (-20.15%) | Reduced | ↗▾ |
| 07 | RBLXROBLOX CORP -CLASS ACL A View history and evidence | $8.91M | 9.38% | 84.72K shares | 3.65% → 9.38%+5.73 pp +33.87K (+66.62%) | Added | ↗▾ |
| 08 | AVGOBROADCOM INC View history and evidence | $8.71M | 9.18% | 31.61K shares | 3.94% → 9.18%+5.24 pp +12.51K (+65.50%) | Added | ↗▾ |
| 09 | MUMICRON TECHNOLOGY INC View history and evidence | $6.08M | 6.40% | 49.32K shares | Prior unavailable +49.32K | New | ↗▾ |
| 10 | BKNGBOOKING HOLDINGS INC View history and evidence | $4.96M | 5.22% | 857 shares | 3.14% → 5.22%+2.08 pp +304 (+54.97%) | Added | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 3
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| GRMN GARMIN LTD | Non-derivative | -10,073 | -$2.19M | SEC filing ↗ | SEC filing ↗ |
| CHTR CHARTER COMMUNICATIONS INC-A | Non-derivative | -3,905 | -$1.44M | SEC filing ↗ | SEC filing ↗ |
| TEAM ATLASSIAN CORP-CL A | Non-derivative | -2,575 | -$546.44K | SEC filing ↗ | SEC filing ↗ |
3 / 3 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1759364 · Period Jun 30, 2025
Data loaded Sep 23, 2026 · First reported Aug 14, 2025
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 94963908
}Take these holdings further.
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