Totem Point Management as of Sept. 30, 2025
Portfolio Holdings for Totem Point Management
Totem Point Management holds 15 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| NVIDIA Corporation (NVDA) | 12.7 | $14M | 77k | 186.58 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 10.8 | $12M | 43k | 279.29 | |
| Take-Two Interactive Software (TTWO) | 9.9 | $11M | 43k | 258.36 | |
| Spotify Technology S A SHS (SPOT) | 9.1 | $10M | 15k | 698.00 | |
| Micron Technology (MU) | 8.7 | $9.8M | 59k | 167.32 | |
| Roblox Corp Cl A (RBLX) | 7.6 | $8.6M | 62k | 138.52 | |
| Sea Sponsord Ads (SE) | 7.0 | $7.9M | 44k | 178.73 | |
| Broadcom (AVGO) | 7.0 | $7.8M | 24k | 329.91 | |
| S&p Global (SPGI) | 5.4 | $6.0M | 12k | 486.71 | |
| Applovin Corp Com Cl A (APP) | 4.7 | $5.2M | 7.3k | 718.54 | |
| Makemytrip Limited Mauritius SHS (MMYT) | 3.9 | $4.4M | 47k | 93.60 | |
| Sandisk Corp (SNDK) | 3.8 | $4.2M | 38k | 112.20 | |
| Booking Holdings (BKNG) | 3.6 | $4.0M | 749.00 | 5399.27 | |
| Bill Com Holdings Ord (BILL) | 3.4 | $3.8M | 71k | 52.97 | |
| Advanced Micro Devices (AMD) | 2.5 | $2.8M | 17k | 161.79 |
