13F HOLDINGS REPORT
Totem Point Management, LLC
Quarter ended Q3 2024 · Filed November 14, 2024 · Accession 0001759364-24-000006
Total Value
$94.6M
Positions
16
Other Managers
0
Confidential Omitted
No
Holdings (16)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | SPOTIFY TECHNOLOGY S A | SPOT | 31,475 | $11.6M | 12.26% |
| 2 | S&P GLOBAL INC | SPGI | 22,039 | $11.4M | 12.04% |
| 3 | NVIDIA CORPORATION | NVDA | 87,403 | $10.6M | 11.22% |
| 4 | ANALOG DEVICES INC | ADI | 45,797 | $10.5M | 11.14% |
| 5 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 59,649 | $10.4M | 10.95% |
| 6 | ADVANCED MICRO DEVICES INC | AMD | 41,052 | $6.7M | 7.12% |
| 7 | MSCI INC | MSCI | 9,806 | $5.7M | 6.04% |
| 8 | SEA LTD | SE | 56,263 | $5.3M | 5.61% |
| 9 | BOOKING HOLDINGS INC | BKNG | 1,081 | $4.6M | 4.81% |
| 10 | TAKE-TWO INTERACTIVE SOFTWAR | TTWO | 27,199 | $4.2M | 4.42% |
| 11 | PEGASYSTEMS INC | PEGA | 57,003 | $4.2M | 4.40% |
| 12 | SERVICENOW INC | NOW | 3,155 | $2.8M | 2.98% |
| 13 | MAKEMYTRIP LIMITED MAURITIUS | MMYT | 25,794 | $2.4M | 2.53% |
| 14 | GARMIN LTD | GRMN | 9,720 | $1.7M | 1.81% |
| 15 | ON SEMICONDUCTOR CORP | ON | 19,735 | $1.4M | 1.51% |
| 16 | BILL HOLDINGS INC | BILL | 20,326 | $1.1M | 1.13% |