Totem Point Management, LLC
In its 13F for Q2 2024 (holdings as of June 30, 2024, filed August 14, 2024), Totem Point Management, LLC reported 15 stock positions worth $68.3 million. Its top holding was Spotify Technology (SPOT) at 13.7% of the portfolio, followed by S&P Global (SPGI, 13.5%) and Taiwan Semiconductor-SP ADR (TSM, 12.6%). Compared with Q1 2024, it opened 5 new positions, sold out of 6, added to 2 and reduced 8. The biggest buy was Spotify Technology (SPOT, shares +41%) and the biggest sale an exit from MSCI (MSCI).
- Most Recent 13F
- Q2 2026
- Location
- New York, NY
- CIK
- 0001759364
- Portfolio Value
- $68.3M (Q2 2024)
- SEC Filing
- 0001759364-24-000005 ↗ filed Aug 14, 2024
Holdings Value
Holdings 15 stocks · $68.3M
| SPOT Spotify Technology SA | 13.72% | 29,878 | $9.4M | Add +40.8% |
| SPGI S&P Global Inc. | 13.50% | 20,686 | $9.2M | Reduce -22.6% |
| TSM Taiwan Semiconductor-SP ADR | 12.56% | 49,360 | $8.6M | Reduce -19.3% |
| ADI Analog Devices Inc. | 9.47% | 28,331 | $6.5M | Reduce -25.0% |
| NVDA Nvidia Corp. | 9.28% | 51,326 | $6.3M | Reduce -55.2% |
| MU Micron Technology Inc. | 7.91% | 41,089 | $5.4M | Reduce -48.8% |
| TTWO Take-Two Interactive Softwre | 6.85% | 30,112 | $4.7M | Add +56.9% |
| NOW ServiceNow Inc. | 6.43% | 5,585 | $4.4M | New |
| SE Sea Ltd.-ADR | 5.88% | 56,215 | $4.0M | New |
| AMD Advanced Micro Devices | 4.37% | 18,409 | $3.0M | Reduce -51.3% |
| MRVL Marvell Technology Inc. | 3.13% | 30,637 | $2.1M | Reduce -31.3% |
| CRWD CrowdStrike Holdings Inc. Class A | 2.10% | 3,750 | $1.4M | New |
| ANET Arista Networks Inc. | 1.99% | 3,875 | $1.4M | Reduce -62.9% |
| QCOM Qualcomm Inc. | 1.60% | 5,496 | $1.1M | New |
| ON On Semiconductor | 1.19% | 11,906 | $816K | New |
Portfolio Sells Q1 2024 → Q2 2024
| MSCI MSCI Inc. | Sold out | 0.00% | −10.65 |
| META Meta Platforms Inc. Class A | Sold out | 0.00% | −5.65 |
| MCO Moody's Corp. | Sold out | 0.00% | −5.27 |
| AMD Advanced Micro Devices | Reduce -51.3% | 4.37% | −3.09 |
| MMYT Makemytrip Ltd. | Sold out | 0.00% | −2.95 |
| MU Micron Technology Inc. | Reduce -48.8% | 7.91% | −2.45 |
| NVDA Nvidia Corp. | Reduce -55.2% | 9.28% | −2.06 |
| ANET Arista Networks Inc. | Reduce -62.9% | 1.99% | −1.33 |
| MRVL Marvell Technology Inc. | Reduce -31.3% | 3.13% | −0.32 |
| ZG Zillow Group Inc. Class A | Sold out | 0.00% | −0.30 |
| PANW Palo Alto Networks Inc. | Sold out | 0.00% | −0.29 |
| SPGI S&P Global Inc. | Reduce -22.6% | 13.50% | +1.06 |
| ADI Analog Devices Inc. | Reduce -25.0% | 9.47% | +1.29 |
| TSM Taiwan Semiconductor-SP ADR | Reduce -19.3% | 12.56% | +3.46 |
Portfolio Buys Q1 2024 → Q2 2024
| SPOT Spotify Technology SA | Add +40.8% | 13.72% | +7.60 |
| NOW ServiceNow Inc. | New | 6.43% | +6.43 |
| SE Sea Ltd.-ADR | New | 5.88% | +5.88 |
| TTWO Take-Two Interactive Softwre | Add +56.9% | 6.85% | +3.73 |
| CRWD CrowdStrike Holdings Inc. Class A | New | 2.10% | +2.10 |
| QCOM Qualcomm Inc. | New | 1.60% | +1.60 |
| ON On Semiconductor | New | 1.19% | +1.19 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 18 | $163.5M | CBRS, TSM, LRCX, NVDA, AMD |
| Q1 2026 | 17 | $78.4M | NVDA, AMD, ON, TSM, SPOT |
| Q4 2025 | 14 | $100.2M | SPOT, SPGI, TSM, NVDA, TTWO |
| Q3 2025 | 15 | $112.1M | NVDA, TSM, TTWO, SPOT, MU |
| Q2 2025 | 12 | $95.0M | SPOT, SPGI, NVDA, TTWO, SE |
| Q1 2025 | 13 | $81.2M | SPGI, SPOT, TTWO, SE, TSM |
| Q4 2024 | 16 | $94.4M | SPGI, TSM, TTWO, BKNG, SPOT |
| Q3 2024 | 16 | $94.6M | SPOT, SPGI, NVDA, ADI, TSM |
| Q2 2024 | 15 | $68.3M | SPOT, SPGI, TSM, ADI, NVDA |
| Q1 2024 | 16 | $91.4M | SPGI, NVDA, MSCI, MU, TSM |