Totem Point Management as of Dec. 31, 2024
Portfolio Holdings for Totem Point Management
Totem Point Management holds 16 positions in its portfolio as reported in the December 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| S&p Global (SPGI) | 13.6 | $13M | 26k | 498.03 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 12.1 | $12M | 58k | 197.49 | |
| Take-Two Interactive Software (TTWO) | 11.8 | $11M | 60k | 184.08 | |
| Booking Holdings (BKNG) | 10.0 | $9.5M | 1.9k | 4968.42 | |
| Spotify Technology S A SHS (SPOT) | 9.9 | $9.3M | 21k | 447.38 | |
| NVIDIA Corporation (NVDA) | 7.8 | $7.4M | 55k | 134.29 | |
| Marvell Technology (MRVL) | 6.8 | $6.4M | 58k | 110.45 | |
| Makemytrip Limited Mauritius SHS (MMYT) | 4.0 | $3.8M | 34k | 112.28 | |
| Pegasystems (PEGA) | 4.0 | $3.8M | 40k | 93.20 | |
| Garmin SHS (GRMN) | 3.8 | $3.6M | 18k | 206.26 | |
| Sea Sponsord Ads (SE) | 3.7 | $3.5M | 33k | 106.10 | |
| Tesla Motors (TSLA) | 3.3 | $3.1M | 7.6k | 403.84 | |
| Analog Devices (ADI) | 2.9 | $2.7M | 13k | 212.46 | |
| Servicenow (NOW) | 2.8 | $2.6M | 2.5k | 1060.12 | |
| Charter Communications Inc N Cl A (CHTR) | 2.1 | $2.0M | 5.9k | 342.77 | |
| Reddit Cl A (RDDT) | 1.3 | $1.3M | 7.8k | 163.44 |
