Totem Point Management, LLC
In its 13F for Q3 2024 (holdings as of September 30, 2024, filed November 14, 2024), Totem Point Management, LLC reported 16 stock positions worth $94.6 million. Its top holding was Spotify Technology (SPOT) at 12.3% of the portfolio, followed by S&P Global (SPGI, 12.0%) and Nvidia (NVDA, 11.2%). Compared with Q2 2024, it opened 6 new positions, sold out of 5, added to 8 and reduced 2. The biggest buy was a new position in MSCI (MSCI) and the biggest sale an exit from Micron Technology (MU).
- Most Recent 13F
- Q2 2026
- Location
- New York, NY
- CIK
- 0001759364
- Portfolio Value
- $94.6M (Q3 2024)
- SEC Filing
- 0001759364-24-000006 ↗ filed Nov 14, 2024
Holdings Value
Holdings 16 stocks · $94.6M
| SPOT Spotify Technology SA | 12.26% | 31,475 | $11.6M | Add +5.3% |
| SPGI S&P Global Inc. | 12.04% | 22,039 | $11.4M | Add +6.5% |
| NVDA Nvidia Corp. | 11.22% | 87,403 | $10.6M | Add +70.3% |
| ADI Analog Devices Inc. | 11.14% | 45,797 | $10.5M | Add +61.6% |
| TSM Taiwan Semiconductor-SP ADR | 10.95% | 59,649 | $10.4M | Add +20.8% |
| AMD Advanced Micro Devices | 7.12% | 41,052 | $6.7M | Add +123.0% |
| MSCI MSCI Inc. | 6.04% | 9,806 | $5.7M | New |
| SE Sea Ltd.-ADR | 5.61% | 56,263 | $5.3M | Add +0.1% |
| BKNG Booking Holdings Inc. | 4.81% | 1,081 | $4.6M | New |
| TTWO Take-Two Interactive Softwre | 4.42% | 27,199 | $4.2M | Reduce -9.7% |
| PEGA Pegasystems Inc. | 4.40% | 57,003 | $4.2M | New |
| NOW ServiceNow Inc. | 2.98% | 3,155 | $2.8M | Reduce -43.5% |
| MMYT Makemytrip Ltd. | 2.53% | 25,794 | $2.4M | New |
| GRMN Garmin Ltd. | 1.81% | 9,720 | $1.7M | New |
| ON On Semiconductor | 1.51% | 19,735 | $1.4M | Add +65.8% |
| BILL Bill Holdings Inc. | 1.13% | 20,326 | $1.1M | New |
Portfolio Sells Q2 2024 → Q3 2024
| MU Micron Technology Inc. | Sold out | 0.00% | −7.91 |
| NOW ServiceNow Inc. | Reduce -43.5% | 2.98% | −3.45 |
| MRVL Marvell Technology Inc. | Sold out | 0.00% | −3.13 |
| TTWO Take-Two Interactive Softwre | Reduce -9.7% | 4.42% | −2.43 |
| CRWD CrowdStrike Holdings Inc. Class A | Sold out | 0.00% | −2.10 |
| ANET Arista Networks Inc. | Sold out | 0.00% | −1.99 |
| QCOM Qualcomm Inc. | Sold out | 0.00% | −1.60 |
Portfolio Buys Q2 2024 → Q3 2024
| MSCI MSCI Inc. | New | 6.04% | +6.04 |
| BKNG Booking Holdings Inc. | New | 4.81% | +4.81 |
| PEGA Pegasystems Inc. | New | 4.40% | +4.40 |
| AMD Advanced Micro Devices | Add +123.0% | 7.12% | +2.75 |
| MMYT Makemytrip Ltd. | New | 2.53% | +2.53 |
| NVDA Nvidia Corp. | Add +70.3% | 11.22% | +1.94 |
| GRMN Garmin Ltd. | New | 1.81% | +1.81 |
| ADI Analog Devices Inc. | Add +61.6% | 11.14% | +1.68 |
| BILL Bill Holdings Inc. | New | 1.13% | +1.13 |
| ON On Semiconductor | Add +65.8% | 1.51% | +0.32 |
| SE Sea Ltd.-ADR | Add +0.1% | 5.61% | −0.27 |
| SPOT Spotify Technology SA | Add +5.3% | 12.26% | −1.46 |
| SPGI S&P Global Inc. | Add +6.5% | 12.04% | −1.47 |
| TSM Taiwan Semiconductor-SP ADR | Add +20.8% | 10.95% | −1.61 |
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 |