Institutions / Totem Point Management, LLC
Totem Point Management, LLC
CIK 1759364 · Institution · as of Dec 31, 2025
Portfolio value
$100.23M
Positions
14
As of
Dec 31, 2025
Top holdings
Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| Spotify Technology S a | $11.81M | 11.8% |
| S&P Global Inc. | $11.80M | 11.8% |
| Taiwan Semiconductor Manufacturing Co LtdTSM | $11.58M | 11.6% |
| NVIDIA Corp | $10.34M | 10.3% |
| Take Two Interactive Software Inc | $10.09M | 10.1% |
| Micron Technology Inc | $9.83M | 9.8% |
| Hewlett Packard Enterprise Co | $9.76M | 9.7% |
| BILL Holdings Inc | $8.46M | 8.4% |
| ON Semiconductor Corp | $6.68M | 6.7% |
| Booking Holdings Inc | $4.20M | 4.2% |
| Moody's Corp | $2.02M | 2.0% |
| AppLovin Corp | $1.66M | 1.7% |
| Broadcom Inc. | $1.43M | 1.4% |
| Liberty Media Corp-Liberty Formula One | $570.3K | 0.6% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.