Totem Point Management, LLC - Stock Holdings in 13F Filings (SEC)

Updated on March 15, 2026.

Based on 13F Filings filed with the SEC on February 17, 2026, for the 2025 Q4 period, Totem Point Management, LLC held in its portfolio 14 assets valued at $100,230,758 (i.e. $100.23M).

The most valuable assets in the portfolio included: SPOTIFY TECHNOLOGY S A ($11.81M), S&P GLOBAL INC ($11.80M), and TAIWAN SEMICONDUCTOR MFG LTD ($11.58M).

The chart below shows the top 10 valuable assets, and the table below shows the top 14 valuable assets.

You can see similar for other investment managers.

Related Topics: SEC Topic List.

Data Source: SEC.

Top Valuable Stocks in Totem Point Management, LLC Portfolio

SPOTIFY TECHNOLOGY S A

S&P GLOBAL INC

TAIWAN SEMICONDUCTOR MFG LTD

NVIDIA CORPORATION

TAKE-TWO INTERACTIVE SOFTWAR

MICRON TECHNOLOGY INC

HEWLETT PACKARD ENTERPRISE C

BILL HOLDINGS INC

ON SEMICONDUCTOR CORP

BOOKING HOLDINGS INC

Totem Point Management, LLC - Stock Holdings in 13F Filings (SEC)

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Name of Issuer	No. of Shares	Value ($)	Class
SPOTIFY TECHNOLOGY S A	20336	11809319	SHS
S&P GLOBAL INC	22579	11799560	COM
TAIWAN SEMICONDUCTOR MFG LTD	38096	11576993	SPONSORED ADS
NVIDIA CORPORATION	55442	10339933	COM
TAKE-TWO INTERACTIVE SOFTWAR	39402	10088094	COM
MICRON TECHNOLOGY INC	34453	9833231	COM
HEWLETT PACKARD ENTERPRISE C	406506	9764274	COM
BILL HOLDINGS INC	155100	8459154	COM
ON SEMICONDUCTOR CORP	123407	6682489	COM
BOOKING HOLDINGS INC	784	4198579	COM
MOODYS CORP	3953	2019390	COM
APPLOVIN CORP	2457	1655576	COM CL A
BROADCOM INC	4143	1433892	COM
LIBERTY MEDIA CORP DEL	5789	570274	COM LBTY ONE S C