13F HOLDINGS REPORT
Totem Point Management, LLC
Quarter ended Q4 2025 · Filed February 17, 2026 · Accession 0001759364-26-000002
Total Value
$100.2M
Positions
14
Other Managers
0
Confidential Omitted
No
Holdings (14)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | SPOTIFY TECHNOLOGY S A | SPOT | 20,336 | $11.8M | 11.78% |
| 2 | S&P GLOBAL INC | SPGI | 22,579 | $11.8M | 11.77% |
| 3 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 38,096 | $11.6M | 11.55% |
| 4 | NVIDIA CORPORATION | NVDA | 55,442 | $10.3M | 10.32% |
| 5 | TAKE-TWO INTERACTIVE SOFTWAR | TTWO | 39,402 | $10.1M | 10.06% |
| 6 | MICRON TECHNOLOGY INC | MU | 34,453 | $9.8M | 9.81% |
| 7 | HEWLETT PACKARD ENTERPRISE C | HPE-PC | 406,506 | $9.8M | 9.74% |
| 8 | BILL HOLDINGS INC | BILL | 155,100 | $8.5M | 8.44% |
| 9 | ON SEMICONDUCTOR CORP | ON | 123,407 | $6.7M | 6.67% |
| 10 | BOOKING HOLDINGS INC | BKNG | 784 | $4.2M | 4.19% |
| 11 | MOODYS CORP | MCO | 3,953 | $2.0M | 2.01% |
| 12 | APPLOVIN CORP | APP | 2,457 | $1.7M | 1.65% |
| 13 | BROADCOM INC | AVGO | 4,143 | $1.4M | 1.43% |
| 14 | LIBERTY MEDIA CORP DEL | FWONB | 5,789 | $570,274 | 0.57% |