The Analysis of Totem Point Management, LLC's Holdings
Currently, Totem Point Management, LLC holds 15 types of securities in its portfolio with a total value $112.1M. In the most recent quarter, they have increased their positions in APP (+7.3K shares, valued at $5.2M), SNDK (+37.8K shares, valued at $4.2M), BILL (+71.2K shares, valued at $3.8M); decreased their positions in SPGI (-7.7K shares, valued at $3.8M), SE (-18.1K shares, valued at $3.2M), RBLX (-22.9K shares, valued at $3.2M); initiated new positions in APP (+7.3K shares, valued at $5.2M), SNDK (+37.8K shares, valued at $4.2M), BILL (+71.2K shares, valued at $3.8M). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
NVDA NVIDIA CORPORATION76.5K shares15.95%2025-09-302025-11-14
TSM TAIWAN SEMICONDUCTOR MFG LTD43.3K shares6.88%2025-09-302025-11-14 TTWO TAKE-TWO INTERACTIVE SOFTWAR43.0K shares4.35%2025-09-302025-11-14 SPOT SPOTIFY TECHNOLOGY S A14.6K shares1.17%2025-09-302025-11-14 MU MICRON TECHNOLOGY INC58.5K shares18.58%2025-09-302025-11-14 RBLX ROBLOX CORP61.8K shares-27.09%2025-09-302025-11-14 SE SEA LTD44.0K shares-29.16%2025-09-302025-11-14 AVGO BROADCOM INC23.7K shares-24.99%2025-09-302025-11-14 SPGI S&P GLOBAL INC12.4K shares-38.41%2025-09-302025-11-14 APP APPLOVIN CORP7.3K sharesnew addition2025-09-302025-11-14 MMYT MAKEMYTRIP LIMITED MAURITIUS47.0K shares31.20%2025-09-302025-11-14 SNDK SANDISK CORP37.8K sharesnew addition2025-09-302025-11-14 BKNG BOOKING HOLDINGS INC749 shares-12.60%2025-09-302025-11-14 BILL BILL HOLDINGS INC71.2K sharesnew addition2025-09-302025-11-14 AMD ADVANCED MICRO DEVICES INC17.0K sharesnew addition2025-09-302025-11-14 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available