13F HOLDINGS REPORT
Totem Point Management, LLC
Quarter ended Q2 2025 · Filed August 14, 2025 · Accession 0001759364-25-000004
Total Value
$95.0M
Positions
12
Other Managers
0
Confidential Omitted
No
Holdings (12)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | SPOTIFY TECHNOLOGY S A | SPOT | 14,397 | $11.0M | 11.63% |
| 2 | S&P GLOBAL INC | SPGI | 20,083 | $10.6M | 11.15% |
| 3 | NVIDIA CORPORATION | NVDA | 66,014 | $10.4M | 10.98% |
| 4 | TAKE-TWO INTERACTIVE SOFTWAR | TTWO | 41,161 | $10.0M | 10.53% |
| 5 | SEA LTD | SE | 62,078 | $9.9M | 10.46% |
| 6 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 40,518 | $9.2M | 9.66% |
| 7 | ROBLOX CORP | RBLX | 84,716 | $8.9M | 9.38% |
| 8 | BROADCOM INC | AVGO | 31,613 | $8.7M | 9.18% |
| 9 | MICRON TECHNOLOGY INC | MU | 49,318 | $6.1M | 6.40% |
| 10 | BOOKING HOLDINGS INC | BKNG | 857 | $5.0M | 5.22% |
| 11 | MAKEMYTRIP LIMITED MAURITIUS | MMYT | 35,814 | $3.5M | 3.70% |
| 12 | DATADOG INC | DDOG | 12,054 | $1.6M | 1.71% |