Totem Point Management as of Dec. 31, 2025
Portfolio Holdings for Totem Point Management
Totem Point Management holds 14 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Spotify Technology S A SHS (SPOT) | 11.8 | $12M | 20k | 580.71 | |
| S&p Global (SPGI) | 11.8 | $12M | 23k | 522.59 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 11.6 | $12M | 38k | 303.89 | |
| NVIDIA Corporation (NVDA) | 10.3 | $10M | 55k | 186.50 | |
| Take-Two Interactive Software (TTWO) | 10.1 | $10M | 39k | 256.03 | |
| Micron Technology (MU) | 9.8 | $9.8M | 35k | 285.41 | |
| Hewlett Packard Enterprise (HPE) | 9.7 | $9.8M | 407k | 24.02 | |
| Bill Com Holdings Ord (BILL) | 8.4 | $8.5M | 155k | 54.54 | |
| ON Semiconductor (ON) | 6.7 | $6.7M | 123k | 54.15 | |
| Booking Holdings (BKNG) | 4.2 | $4.2M | 784.00 | 5355.33 | |
| Moody's Corporation (MCO) | 2.0 | $2.0M | 4.0k | 510.85 | |
| Applovin Corp Com Cl A (APP) | 1.7 | $1.7M | 2.5k | 673.82 | |
| Broadcom (AVGO) | 1.4 | $1.4M | 4.1k | 346.10 | |
| Liberty Media Corp Del Com Lbty One S C (FWONK) | 0.6 | $570k | 5.8k | 98.51 |
