13F HOLDINGS REPORT
Totem Point Management, LLC
Quarter ended Q3 2025 · Filed November 14, 2025 · Accession 0001759364-25-000005
Total Value
$112.1M
Positions
15
Other Managers
0
Confidential Omitted
No
Holdings (15)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | NVIDIA CORPORATION | NVDA | 76,544 | $14.3M | 12.73% |
| 2 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 43,307 | $12.1M | 10.79% |
| 3 | TAKE-TWO INTERACTIVE SOFTWAR | TTWO | 42,951 | $11.1M | 9.89% |
| 4 | SPOTIFY TECHNOLOGY S A | SPOT | 14,566 | $10.2M | 9.07% |
| 5 | MICRON TECHNOLOGY INC | MU | 58,483 | $9.8M | 8.73% |
| 6 | ROBLOX CORP | RBLX | 61,766 | $8.6M | 7.63% |
| 7 | SEA LTD | SE | 43,978 | $7.9M | 7.01% |
| 8 | BROADCOM INC | AVGO | 23,712 | $7.8M | 6.98% |
| 9 | S&P GLOBAL INC | SPGI | 12,369 | $6.0M | 5.37% |
| 10 | APPLOVIN CORP | APP | 7,303 | $5.2M | 4.68% |
| 11 | MAKEMYTRIP LIMITED MAURITIUS | MMYT | 46,989 | $4.4M | 3.92% |
| 12 | SANDISK CORP | SNDK | 37,835 | $4.2M | 3.79% |
| 13 | BOOKING HOLDINGS INC | BKNG | 749 | $4.0M | 3.61% |
| 14 | BILL HOLDINGS INC | BILL | 71,225 | $3.8M | 3.36% |
| 15 | ADVANCED MICRO DEVICES INC | AMD | 17,019 | $2.8M | 2.46% |