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Totem Point Management, LLC

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13F filer, CIK 1759364, New York, NY

Totem Point Management, LLC reported $81,186,356 across 13 holdings for the quarter ended 2025-03-31, in a 13F-HR filed 2025-05-15. Its ten largest share positions make up 94.86% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001759364-25-000002

Period
2025-03-31
Reported value
$81.2M
Holdings
13
Top 10 weight
94.86%
New
3
Sold out
6

Largest buys vs the previous quarter

SecurityShares changeApprox. value
SEadded+53,169$6.94M
AVGOnew+19,101$3.2M
RBLXnew+50,845$2.96M
SPOTadded+3,565$1.96M
MMYTadded+12,302$1.21M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
MRVLexited-58,052-$6.41M
BKNGreduced-1,354-$6.24M
PEGAexited-40,252-$3.75M
TSLAexited-7,612-$3.07M
ADIexited-12,847-$2.73M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q1 2025

Share positions as resolved from 13F-HR 0001759364-25-000002, largest first. % of portfolio is the value over $81,186,356, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
SPGIS&P GLOBAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,039 shares; 2024Q4: 25,800 shares; 2025Q1: 27,031 shares 27,031$13.7M16.92%+1,231Timeline
SPOTSPOTIFY TECHNOLOGY S AQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,475 shares; 2024Q4: 20,815 shares; 2025Q1: 24,380 shares 24,380$13.4M16.52%+3,565Timeline
TTWOTAKE-TWO INTERACTIVE SOFTWARQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,199 shares; 2024Q4: 60,401 shares; 2025Q1: 62,435 shares 62,435$12.9M15.94%+2,034Timeline
SESEA LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,263 shares; 2024Q4: 32,789 shares; 2025Q1: 85,958 shares 85,958$11.2M13.82%+53,169Timeline
TSMTAIWAN SEMICONDUCTOR MANUFACQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59,649 shares; 2024Q4: 58,016 shares; 2025Q1: 50,744 shares 50,744$8.42M10.38%-7,272Timeline
MMYTMAKEMYTRIP LIMITED MAURITIUSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,794 shares; 2024Q4: 33,577 shares; 2025Q1: 45,879 shares 45,879$4.5M5.54%+12,302Timeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 87,403 shares; 2024Q4: 55,157 shares; 2025Q1: 37,687 shares 37,687$4.08M5.03%-17,470Timeline
AVGOBROADCOM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 19,101 shares 19,101$3.2M3.94%newTimeline
RBLXROBLOX CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 50,845 shares 50,845$2.96M3.65%newTimeline
BKNGBOOKING HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,081 shares; 2024Q4: 1,907 shares; 2025Q1: 553 shares 553$2.55M3.14%-1,354Timeline
GRMNGARMIN LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,720 shares; 2024Q4: 17,513 shares; 2025Q1: 10,073 shares 10,073$2.19M2.69%-7,440Timeline
CHTRCHARTER COMMUNICATIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,867 shares; 2025Q1: 3,905 shares 3,905$1.44M1.77%-1,962Timeline
TEAMATLASSIAN CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,575 shares 2,575$546K0.67%newTimeline

Sold out in Q1 2025

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
MRVLMARVELL TECHNOLOGY INC58,052$6.41Mshares
PEGAPEGASYSTEMS INC40,252$3.75Mshares
TSLATESLA INC7,612$3.07Mshares
ADIANALOG DEVICES INC12,847$2.73Mshares
NOWSERVICENOW INC2,481$2.63Mshares
RDDTREDDIT INC7,786$1.27Mshares

How Q1 2025 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001759364-25-000002 base2025-05-15acceptance time not in the bulk data set