Totem Point Management as of March 31, 2025
Portfolio Holdings for Totem Point Management
Totem Point Management holds 13 positions in its portfolio as reported in the March 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| S&p Global (SPGI) | 16.9 | $14M | 27k | 508.10 | |
| Spotify Technology S A SHS (SPOT) | 16.5 | $13M | 24k | 550.03 | |
| Take-Two Interactive Software (TTWO) | 15.9 | $13M | 62k | 207.25 | |
| Sea Sponsord Ads (SE) | 13.8 | $11M | 86k | 130.49 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 10.4 | $8.4M | 51k | 166.00 | |
| Makemytrip Limited Mauritius SHS (MMYT) | 5.5 | $4.5M | 46k | 97.99 | |
| NVIDIA Corporation (NVDA) | 5.0 | $4.1M | 38k | 108.38 | |
| Broadcom (AVGO) | 3.9 | $3.2M | 19k | 167.43 | |
| Roblox Corp Cl A (RBLX) | 3.7 | $3.0M | 51k | 58.29 | |
| Booking Holdings (BKNG) | 3.1 | $2.5M | 553.00 | 4606.91 | |
| Garmin SHS (GRMN) | 2.7 | $2.2M | 10k | 217.13 | |
| Charter Communications Inc N Cl A (CHTR) | 1.8 | $1.4M | 3.9k | 368.53 | |
| Atlassian Corporation Cl A (TEAM) | 0.7 | $546k | 2.6k | 212.21 |
