Totem Point Management, LLC Portfolio Holdings

Totem Point Management, LLC

  • $92.2 Million
  • Q4 2024

Totem Point Management, LLC has filed its 13F form on February 14, 2025 for Q4 2024 where it was disclosed a total value porftolio of $92.2 Million distributed in 16 stocks.

Among their holdings, we can observe that their the top five positions include companies like: S&P Global Inc. with a value of $12.8M, Taiwan Semiconductor Manufacturing CO LTD with a value of $11.5M, Take Two Interactive Software Inc with a value of $11.1M, Booking Holdings Inc. with a value of $9.47M, and Spotify Technology S.A. with a value of $9.31M.

Examining the 13F form we can see an decrease of $2.2M in the current position value, from $94.4M to 92.2M.

Totem Point Management, LLC is based out at New York, NY

Below you can find more details about Totem Point Management, LLC portfolio as well as his latest detailed transactions.

Portfolio value $92.2 Million
Technology: $38 Million
Communication Services: $22.4 Million
Consumer Cyclical: $18.9 Million
Financial Services: $12.8 Million

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 16
  • Current Value $92.2 Million
  • Prior Value $94.4 Million
  • Filing
  • Period Q4 2024
  • Filing Date February 14, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 4 stocks
  • Additional Purchases 5 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 7 stocks
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