TOTEM POINT MANAGEMENT, LLC
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | HPE | 407K | $9.76M |
 | BILL | 155K | $8.46M |
 | ON | 123K | $6.68M |
 | NVDA | 55K | $10.34M |
 | TTWO | 39K | $10.09M |
 | TSM | 38K | $11.58M |
 | MU | 34K | $9.83M |
 | SPGI | 23K | $11.80M |
 | SPOT | 20K | $11.81M |
 | FWONK | 6K | $570.27K |
 | AVGO | 4K | $1.43M |
 | MCO | 4K | $2.02M |
 | APP | 2K | $1.66M |
 | BKNG | 784 | $4.20M |
Hewlett Packard Enterprise Company
HPE
Shares Held
407K
Value
$9.76M
Bill.com Holdings, Inc.
BILL
Shares Held
155K
Value
$8.46M
ON Semiconductor Corporation
ON
Shares Held
123K
Value
$6.68M
NVIDIA Corporation
NVDA
Shares Held
55K
Value
$10.34M
Take-Two Interactive Software, Inc.
TTWO
Shares Held
39K
Value
$10.09M
Taiwan Semiconductor Manufacturing Company Limited
TSM
Shares Held
38K
Value
$11.58M
Micron Technology, Inc.
MU
Shares Held
34K
Value
$9.83M
S&P Global Inc.
SPGI
Shares Held
23K
Value
$11.80M
Spotify Technology S.A.
SPOT
Shares Held
20K
Value
$11.81M
Formula One Group
FWONK
Shares Held
6K
Value
$570.27K
Broadcom Inc.
AVGO
Shares Held
4K
Value
$1.43M
Moody's Corporation
MCO
Shares Held
4K
Value
$2.02M
AppLovin Corporation
APP
Shares Held
2K
Value
$1.66M
Booking Holdings Inc.
BKNG
Shares Held
784
Value
$4.20M