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Totem Point Management, LLC

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13F filer, CIK 1759364, New York, NY

Totem Point Management, LLC reported $94,963,908 across 12 holdings for the quarter ended 2025-06-30, in a 13F-HR filed 2025-08-14. Its ten largest share positions make up 94.6% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001759364-25-000004

Period
2025-06-30
Reported value
$95M
Holdings
12
Top 10 weight
94.6%
New
2
Sold out
3

Largest buys vs the previous quarter

SecurityShares changeApprox. value
MUnew+49,318$6.08M
NVDAadded+28,327$4.48M
RBLXadded+33,871$3.56M
AVGOadded+12,512$3.45M
BKNGadded+304$1.76M

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
SPOTreduced-9,983-$7.66M
TTWOreduced-21,274-$5.17M
SEreduced-23,880-$3.82M
SPGIreduced-6,948-$3.66M
TSMreduced-10,226-$2.32M

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, Q2 2025

Share positions as resolved from 13F-HR 0001759364-25-000004, largest first. % of portfolio is the value over $94,963,908, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
SPOTSPOTIFY TECHNOLOGY S AQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,475 shares; 2024Q4: 20,815 shares; 2025Q1: 24,380 shares; 2025Q2: 14,397 shares 14,397$11M11.63%-9,983Timeline
SPGIS&P GLOBAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,039 shares; 2024Q4: 25,800 shares; 2025Q1: 27,031 shares; 2025Q2: 20,083 shares 20,083$10.6M11.15%-6,948Timeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 87,403 shares; 2024Q4: 55,157 shares; 2025Q1: 37,687 shares; 2025Q2: 66,014 shares 66,014$10.4M10.98%+28,327Timeline
TTWOTAKE-TWO INTERACTIVE SOFTWARQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,199 shares; 2024Q4: 60,401 shares; 2025Q1: 62,435 shares; 2025Q2: 41,161 shares 41,161$10M10.53%-21,274Timeline
SESEA LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,263 shares; 2024Q4: 32,789 shares; 2025Q1: 85,958 shares; 2025Q2: 62,078 shares 62,078$9.93M10.46%-23,880Timeline
TSMTAIWAN SEMICONDUCTOR MANUFACQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59,649 shares; 2024Q4: 58,016 shares; 2025Q1: 50,744 shares; 2025Q2: 40,518 shares 40,518$9.18M9.66%-10,226Timeline
RBLXROBLOX CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 50,845 shares; 2025Q2: 84,716 shares 84,716$8.91M9.38%+33,871Timeline
AVGOBROADCOM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 19,101 shares; 2025Q2: 31,613 shares 31,613$8.71M9.18%+12,512Timeline
MUMICRON TECHNOLOGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 49,318 shares 49,318$6.08M6.4%newTimeline
BKNGBOOKING HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,081 shares; 2024Q4: 1,907 shares; 2025Q1: 553 shares; 2025Q2: 857 shares 857$4.96M5.22%+304Timeline
MMYTMAKEMYTRIP LIMITED MAURITIUSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,794 shares; 2024Q4: 33,577 shares; 2025Q1: 45,879 shares; 2025Q2: 35,814 shares 35,814$3.51M3.7%-10,065Timeline
DDOGDATADOG INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,054 shares 12,054$1.62M1.71%newTimeline

Sold out in Q2 2025

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

SecurityShares beforeValue beforeType
GRMNGARMIN LTD10,073$2.19Mshares
CHTRCHARTER COMMUNICATIONS INC3,905$1.44Mshares
TEAMATLASSIAN CORPORATION2,575$546Kshares

How Q2 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 0001759364-25-000004 base2025-08-14acceptance time not in the bulk data set