Totem Point Management as of June 30, 2025
Portfolio Holdings for Totem Point Management
Totem Point Management holds 12 positions in its portfolio as reported in the June 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Spotify Technology S A SHS (SPOT) | 11.6 | $11M | 14k | 767.34 | |
| S&p Global (SPGI) | 11.2 | $11M | 20k | 527.29 | |
| NVIDIA Corporation (NVDA) | 11.0 | $10M | 66k | 157.99 | |
| Take-Two Interactive Software (TTWO) | 10.5 | $10M | 41k | 242.85 | |
| Sea Sponsord Ads (SE) | 10.5 | $9.9M | 62k | 159.94 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 9.7 | $9.2M | 41k | 226.49 | |
| Roblox Corp Cl A (RBLX) | 9.4 | $8.9M | 85k | 105.20 | |
| Broadcom (AVGO) | 9.2 | $8.7M | 32k | 275.65 | |
| Micron Technology (MU) | 6.4 | $6.1M | 49k | 123.25 | |
| Booking Holdings (BKNG) | 5.2 | $5.0M | 857.00 | 5789.24 | |
| Makemytrip Limited Mauritius SHS (MMYT) | 3.7 | $3.5M | 36k | 98.02 | |
| Datadog Cl A Com (DDOG) | 1.7 | $1.6M | 12k | 134.33 |
