Totem Point Management, LLC Top Holdings and 13F Report (2025) About Totem Point Management, LLCInvestment ActivityTotem Point Management, LLC has $94.36 million in total holdings as of December 31, 2024.Totem Point Management, LLC owns shares of 16 different stocks, but just 9 companies or ETFs make up 80% of its holdings.Approximately 28.97% of the portfolio was purchased this quarter.About 38.31% of the portfolio was sold this quarter.This quarter, Totem Point Management, LLC has purchased 16 new stocks and bought additional shares in 5 stocks.Totem Point Management, LLC sold shares of 7 stocks and completely divested from 4 stocks this quarter.Largest Holdings S&P Global $12,849,174Taiwan Semiconductor Manufacturing $11,457,580Take-Two Interactive Software $11,118,616Booking $9,474,777Spotify Technology $9,312,215 Largest New Holdings this Quarter Marvell Technology $6,411,843 HoldingTesla $3,074,030 HoldingCharter Communications $2,011,032 HoldingREDDIT INC $1,272,544 Holding Largest Purchases this Quarter Marvell Technology 58,052 shares (about $6.41M)Take-Two Interactive Software 33,202 shares (about $6.11M)Booking 826 shares (about $4.10M)Tesla 7,612 shares (about $3.07M)Charter Communications 5,867 shares (about $2.01M) Largest Sales this Quarter Analog Devices 32,950 shares (about $7.00M)Spotify Technology 10,660 shares (about $4.77M)NVIDIA 32,246 shares (about $4.33M)SEA 23,474 shares (about $2.49M)Pegasystems 16,751 shares (about $1.56M) Sector Allocation Over TimeMap of 500 Largest Holdings ofTotem Point Management, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorSPGIS&P Global$12,849,174$1,873,091 ▲17.1%25,80013.6%Business ServicesTSMTaiwan Semiconductor Manufacturing$11,457,580$322,501 ▼-2.7%58,01612.1%Computer and TechnologyTTWOTake-Two Interactive Software$11,118,616$6,111,824 ▲122.1%60,40111.8%Consumer DiscretionaryBKNGBooking$9,474,777$4,103,915 ▲76.4%1,90710.0%Retail/WholesaleSPOTSpotify Technology$9,312,215$4,769,071 ▼-33.9%20,8159.9%Business ServicesNVDANVIDIA$7,407,034$4,330,316 ▼-36.9%55,1577.8%Computer and TechnologyMRVLMarvell Technology$6,411,843$6,411,843 ▲New Holding58,0526.8%Computer and TechnologyMMYTMakeMyTrip$3,770,026$873,875 ▲30.2%33,5774.0%Computer and TechnologyPEGAPegasystems$3,751,486$1,561,193 ▼-29.4%40,2524.0%Computer and TechnologyGRMNGarmin$3,612,231$1,607,384 ▲80.2%17,5133.8%Computer and TechnologySESEA$3,478,913$2,490,591 ▼-41.7%32,7893.7%Computer and TechnologyTSLATesla$3,074,030$3,074,030 ▲New Holding7,6123.3%Auto/Tires/TrucksADIAnalog Devices$2,729,474$7,000,558 ▼-71.9%12,8472.9%Computer and TechnologyNOWServiceNow$2,630,158$714,521 ▼-21.4%2,4812.8%Computer and TechnologyCHTRCharter Communications$2,011,032$2,011,032 ▲New Holding5,8672.1%Consumer DiscretionaryREDDIT INC$1,272,544$1,272,544 ▲New Holding7,7861.3%CL AAMDAdvanced Micro Devices$0$6,735,812 ▼-100.0%00.0%Computer and TechnologyMSCIMSCI$0$5,716,212 ▼-100.0%00.0%FinanceONOnsemi$0$1,432,958 ▼-100.0%00.0%Computer and TechnologyBILLBILL$0$1,072,400 ▼-100.0%00.0%Computer and TechnologyShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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