13F HOLDINGS REPORT
Totem Point Management, LLC
Quarter ended Q1 2025 · Filed May 15, 2025 · Accession 0001759364-25-000002
Total Value
$81.2M
Positions
13
Other Managers
0
Confidential Omitted
No
Holdings (13)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | S&P GLOBAL INC | SPGI | 27,031 | $13.7M | 16.92% |
| 2 | SPOTIFY TECHNOLOGY S A | SPOT | 24,380 | $13.4M | 16.52% |
| 3 | TAKE-TWO INTERACTIVE SOFTWAR | TTWO | 62,435 | $12.9M | 15.94% |
| 4 | SEA LTD | SE | 85,958 | $11.2M | 13.82% |
| 5 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 50,744 | $8.4M | 10.38% |
| 6 | MAKEMYTRIP LIMITED MAURITIUS | MMYT | 45,879 | $4.5M | 5.54% |
| 7 | NVIDIA CORPORATION | NVDA | 37,687 | $4.1M | 5.03% |
| 8 | BROADCOM INC | AVGO | 19,101 | $3.2M | 3.94% |
| 9 | ROBLOX CORP | RBLX | 50,845 | $3.0M | 3.65% |
| 10 | BOOKING HOLDINGS INC | BKNG | 553 | $2.5M | 3.14% |
| 11 | GARMIN LTD | GRMN | 10,073 | $2.2M | 2.69% |
| 12 | CHARTER COMMUNICATIONS INC N | 16119P108 | 3,905 | $1.4M | 1.77% |
| 13 | ATLASSIAN CORPORATION | TEAM | 2,575 | $546,441 | 0.67% |