TOTEM POINT MANAGEMENT, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | NVDA | 77K | $14.28M |
 | BILL | 71K | $3.77M |
 | RBLX | 62K | $8.56M |
 | MU | 58K | $9.79M |
 | MMYT | 47K | $4.40M |
 | SE | 44K | $7.86M |
 | TSM | 43K | $12.10M |
 | TTWO | 43K | $11.10M |
 | SNDK | 38K | $4.25M |
 | AVGO | 24K | $7.82M |
 | AMD | 17K | $2.75M |
 | SPOT | 15K | $10.17M |
 | SPGI | 12K | $6.02M |
 | APP | 7K | $5.25M |
 | BKNG | 749 | $4.04M |
NVIDIA Corporation
NVDA
Shares Held
77K
Value
$14.28M
Bill.com Holdings, Inc.
BILL
Shares Held
71K
Value
$3.77M
Roblox Corporation
RBLX
Shares Held
62K
Value
$8.56M
Micron Technology, Inc.
MU
Shares Held
58K
Value
$9.79M
MakeMyTrip Limited
MMYT
Shares Held
47K
Value
$4.40M
Sea Limited
SE
Shares Held
44K
Value
$7.86M
Taiwan Semiconductor Manufacturing Company Limited
TSM
Shares Held
43K
Value
$12.10M
Take-Two Interactive Software, Inc.
TTWO
Shares Held
43K
Value
$11.10M
Sandisk Corporation
SNDK
Shares Held
38K
Value
$4.25M
Broadcom Inc.
AVGO
Shares Held
24K
Value
$7.82M
Advanced Micro Devices, Inc.
AMD
Shares Held
17K
Value
$2.75M
Spotify Technology S.A.
SPOT
Shares Held
15K
Value
$10.17M
S&P Global Inc.
SPGI
Shares Held
12K
Value
$6.02M
AppLovin Corporation
APP
Shares Held
7K
Value
$5.25M
Booking Holdings Inc.
BKNG
Shares Held
749
Value
$4.04M