13F HOLDINGS REPORT
Totem Point Management, LLC
Quarter ended Q4 2024 · Filed February 14, 2025 · Accession 0001759364-25-000001
Total Value
$94.4M
Positions
16
Other Managers
0
Confidential Omitted
No
Holdings (16)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | S&P GLOBAL INC | SPGI | 25,800 | $12.8M | 13.62% |
| 2 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 58,016 | $11.5M | 12.14% |
| 3 | TAKE-TWO INTERACTIVE SOFTWAR | TTWO | 60,401 | $11.1M | 11.78% |
| 4 | BOOKING HOLDINGS INC | BKNG | 1,907 | $9.5M | 10.04% |
| 5 | SPOTIFY TECHNOLOGY S A | SPOT | 20,815 | $9.3M | 9.87% |
| 6 | NVIDIA CORPORATION | NVDA | 55,157 | $7.4M | 7.85% |
| 7 | MARVELL TECHNOLOGY INC | MRVL | 58,052 | $6.4M | 6.80% |
| 8 | MAKEMYTRIP LIMITED MAURITIUS | MMYT | 33,577 | $3.8M | 4.00% |
| 9 | PEGASYSTEMS INC | PEGA | 40,252 | $3.8M | 3.98% |
| 10 | GARMIN LTD | GRMN | 17,513 | $3.6M | 3.83% |
| 11 | SEA LTD | SE | 32,789 | $3.5M | 3.69% |
| 12 | TESLA INC | TSLA | 7,612 | $3.1M | 3.26% |
| 13 | ANALOG DEVICES INC | ADI | 12,847 | $2.7M | 2.89% |
| 14 | SERVICENOW INC | NOW | 2,481 | $2.6M | 2.79% |
| 15 | CHARTER COMMUNICATIONS INC N | 16119P108 | 5,867 | $2.0M | 2.13% |
| 16 | REDDIT INC | RDDT | 7,786 | $1.3M | 1.35% |