The Analysis of Totem Point Management, LLC's Holdings


Currently, Totem Point Management, LLC holds 14 types of securities in its portfolio with a total value $100.2M. In the most recent quarter, they have increased their positions in HPE (+406.5K shares, valued at $9.8M), ON (+123.4K shares, valued at $6.7M), SPGI (+10.2K shares, valued at $5.3M); decreased their positions in MU (-24.0K shares, valued at $6.9M), N/A (-19.6K shares, valued at $6.8M), NVDA (-21.1K shares, valued at $3.9M); initiated new positions in HPE (+406.5K shares, valued at $9.8M), ON (+123.4K shares, valued at $6.7M), MCO (+4.0K shares, valued at $2.0M).


Top Holding Treemap

Stock Holdings
TickerCompany NameSharesShares â–ŗ%Event DateReport DateHistory
SPOT SPOTIFY TECHNOLOGY S A20.3K shares39.61%2025-12-312026-02-17history
SPGI S&P GLOBAL INC22.6K shares82.55%2025-12-312026-02-17history
TSM TAIWAN SEMICONDUCTOR MFG LTD38.1K shares-12.03%2025-12-312026-02-17history
NVDA NVIDIA CORPORATION55.4K shares-27.57%2025-12-312026-02-17history
TTWO TAKE-TWO INTERACTIVE SOFTWAR39.4K shares-8.26%2025-12-312026-02-17history
MU MICRON TECHNOLOGY INC34.5K shares-41.09%2025-12-312026-02-17history
HPE HEWLETT PACKARD ENTERPRISE C406.5K sharesnew addition2025-12-312026-02-17history
BILL HOLDINGS INC BILL HOLDINGS INC155.1K shares117.76%2025-12-312026-02-17history
Sponsored
ON ON SEMICONDUCTOR CORP123.4K sharesnew addition2025-12-312026-02-17history
BKNG BOOKING HOLDINGS INC784 shares4.67%2025-12-312026-02-17history
MCO MOODYS CORP4.0K sharesnew addition2025-12-312026-02-17history
APP APPLOVIN CORP2.5K shares-66.36%2025-12-312026-02-17history
BROADCOM INC BROADCOM INC4.1K shares-82.53%2025-12-312026-02-17history
LIBERTY MEDIA CORP DEL LIBERTY MEDIA CORP DEL5.8K sharesnew addition2025-12-312026-02-17history

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available