TOTEM POINT MANAGEMENT, LLC

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Adviser
Type
Submitted
Adviser Totem Point Management, LLC Type N-PX Submitted
07/30/2025
Adviser Totem Point Management, LLC Type 13F-HR Submitted
05/15/2025
Stock Ticker Stock Name $ Position % Position $ Change # Shares # Change
Stock Ticker78409V104 Stock NameS&P GLOBAL INC $ Position$13.7 b % Position17.00 % $ Change7.00 % # Shares27,031 # Change5.00 %
Stock TickerL8681T102 Stock NameSPOTIFY TECHNOLOGY S A $ Position$13.4 b % Position17.00 % $ Change44.00 % # Shares24,380 # Change17.00 %
Stock Ticker874054109 Stock NameTAKE-TWO INTERACTIVE SOFTWAR $ Position$12.9 b % Position16.00 % $ Change16.00 % # Shares62,435 # Change3.00 %
Stock Ticker81141R100 Stock NameSEA LTD $ Position$11.2 b % Position14.00 % $ Change222.00 % # Shares85,958 # Change162.00 %
Stock Ticker874039100 Stock NameTAIWAN SEMICONDUCTOR MFG LTD $ Position$8.4 b % Position10.00 % $ Change-26.00 % # Shares50,744 # Change-13.00 %
Adviser Totem Point Management, LLC Type 13F-HR Submitted
02/14/2025
Stock Ticker Stock Name $ Position % Position $ Change # Shares # Change
Stock Ticker78409V104 Stock NameS&P GLOBAL INC $ Position$12.8 b % Position14.00 % $ Change13.00 % # Shares25,800 # Change17.00 %
Stock Ticker874039100 Stock NameTAIWAN SEMICONDUCTOR MFG LTD $ Position$11.5 b % Position12.00 % $ Change11.00 % # Shares58,016 # Change-3.00 %
Stock Ticker874054109 Stock NameTAKE-TWO INTERACTIVE SOFTWAR $ Position$11.1 b % Position12.00 % $ Change166.00 % # Shares60,401 # Change122.00 %
Stock TickerL8681T102 Stock NameSPOTIFY TECHNOLOGY S A $ Position$9.3 b % Position10.00 % $ Change-20.00 % # Shares20,815 # Change-34.00 %
Stock Ticker09857L108 Stock NameBOOKING HOLDINGS INC $ Position$9.5 b % Position10.00 % $ Change108.00 % # Shares1,907 # Change76.00 %
Adviser Totem Point Management, LLC Type 13F-HR Submitted
11/14/2024
Stock Ticker Stock Name $ Position % Position $ Change # Shares # Change
Stock TickerL8681T102 Stock NameSPOTIFY TECHNOLOGY S A $ Position$11.6 b % Position12.00 % $ Change24.00 % # Shares31,475 # Change5.00 %
Stock Ticker78409V104 Stock NameS&P GLOBAL INC $ Position$11.4 b % Position12.00 % $ Change23.00 % # Shares22,039 # Change7.00 %
Stock Ticker032654105 Stock NameANALOG DEVICES INC $ Position$10.5 b % Position11.00 % $ Change63.00 % # Shares45,797 # Change62.00 %
Stock Ticker67066G104 Stock NameNVIDIA CORPORATION $ Position$10.6 b % Position11.00 % $ Change67.00 % # Shares87,403 # Change70.00 %
Stock Ticker874039100 Stock NameTAIWAN SEMICONDUCTOR MFG LTD $ Position$10.4 b % Position11.00 % $ Change21.00 % # Shares59,649 # Change21.00 %
Adviser Totem Point Management, LLC Type N-PX Submitted
08/27/2024
Adviser Totem Point Management, LLC Type 13F-HR Submitted
08/14/2024
Stock Ticker Stock Name $ Position % Position $ Change # Shares # Change
Stock Ticker78409V104 Stock NameS&P GLOBAL INC $ Position$9.2 b % Position14.00 % $ Change-19.00 % # Shares20,686 # Change-23.00 %
Stock TickerL8681T102 Stock NameSPOTIFY TECHNOLOGY S $ Position$9.4 b % Position14.00 % $ Change67.00 % # Shares29,878 # Change41.00 %
Stock Ticker874039100 Stock NameTAIWAN SEMICONDUCTOR MFG LTD $ Position$8.6 b % Position13.00 % $ Change3.00 % # Shares49,360 # Change-19.00 %
Stock Ticker67066G104 Stock NameNVIDIA CORPORATION $ Position$6.3 b % Position9.00 % $ Change-39.00 % # Shares51,326 # Change348.00 %
Stock Ticker032654105 Stock NameANALOG DEVICES INC $ Position$6.5 b % Position9.00 % $ Change-13.00 % # Shares28,331 # Change-25.00 %
Adviser Totem Point Management, LLC Type 13F-HR Submitted
05/15/2024
Stock Ticker Stock Name $ Position % Position $ Change # Shares # Change
Stock Ticker78409V104 Stock NameS&P GLOBAL INC $ Position$11.4 b % Position12.00 % $ Change25.00 % # Shares26,723 # Change30.00 %
Stock Ticker55354G100 Stock NameMSCI INC $ Position$9.7 b % Position11.00 % $ Change4.00 % # Shares17,372 # Change5.00 %
Stock Ticker67066G104 Stock NameNVIDIA CORPORATION $ Position$10.4 b % Position11.00 % $ Change46.00 % # Shares11,466 # Change-20.00 %
Stock Ticker595112103 Stock NameMICRON TECHNOLOGY INC $ Position$9.5 b % Position10.00 % $ Change38.00 % # Shares80,277 # Change0.00 %
Stock Ticker874039100 Stock NameTAIWAN SEMICONDUCTOR MFG LTD $ Position$8.3 b % Position9.00 % $ ChangeN / A # Shares61,134 # ChangeN / A
Adviser Totem Point Management, LLC Type 13F-HR Submitted
02/14/2024
Stock Ticker Stock Name $ Position % Position $ Change # Shares # Change
Stock Ticker55354G100 Stock NameMSCI INC $ Position$9.3 b % Position12.00 % $ Change63.00 % # Shares16,487 # Change48.00 %
Stock Ticker78409V104 Stock NameS&P GLOBAL INC $ Position$9.1 b % Position12.00 % $ Change9.00 % # Shares20,634 # Change-9.00 %
Stock Ticker007903107 Stock NameADVANCED MICRO DEVICES INC $ Position$8.5 b % Position11.00 % $ Change37.00 % # Shares57,777 # Change-4.00 %
Stock Ticker032654105 Stock NameANALOG DEVICES INC $ Position$8.6 b % Position11.00 % $ Change34.00 % # Shares43,497 # Change18.00 %
Stock Ticker595112103 Stock NameMICRON TECHNOLOGY INC $ Position$6.8 b % Position9.00 % $ Change9.00 % # Shares80,112 # Change-13.00 %
Adviser Totem Point Management, LLC Type 13F-HR Submitted
11/14/2023
Stock Ticker Stock Name $ Position % Position $ Change # Shares # Change
Stock Ticker78409V104 Stock NameS&P GLOBAL INC $ Position$8.3 b % Position12.00 % $ Change-22.00 % # Shares22,776 # Change-15.00 %
Stock Ticker67066G104 Stock NameNVIDIA CORPORATION $ Position$7.1 b % Position10.00 % $ Change-28.00 % # Shares16,302 # Change-30.00 %
Stock Ticker595112103 Stock NameMICRON TECHNOLOGY INC $ Position$6.3 b % Position9.00 % $ Change-20.00 % # Shares91,906 # Change-26.00 %
Stock Ticker032654105 Stock NameANALOG DEVICES INC $ Position$6.5 b % Position9.00 % $ Change-41.00 % # Shares36,949 # Change-34.00 %
Stock Ticker007903107 Stock NameADVANCED MICRO DEVICES INC $ Position$6.2 b % Position9.00 % $ Change-18.00 % # Shares60,308 # Change-9.00 %
Adviser Totem Point Management, LLC Type 13F-HR Submitted
08/14/2023
Stock Ticker Stock Name $ Position % Position $ Change # Shares # Change
Stock Ticker78409V104 Stock NameS&P GLOBAL INC $ Position$10.7 b % Position10.00 % $ Change-11.00 % # Shares26,762 # Change-24.00 %
Stock Ticker032654105 Stock NameANALOG DEVICES INC $ Position$10.9 b % Position10.00 % $ Change28.00 % # Shares56,172 # Change30.00 %
Stock Ticker67066G104 Stock NameNVIDIA CORPORATION $ Position$9.8 b % Position9.00 % $ Change13.00 % # Shares23,160 # Change-26.00 %
Stock Ticker682189105 Stock NameON SEMICONDUCTOR CORP $ Position$8.4 b % Position8.00 % $ Change2.00 % # Shares89,325 # Change-12.00 %
Stock Ticker55354G100 Stock NameMSCI INC $ Position$8.6 b % Position8.00 % $ Change-19.00 % # Shares18,366 # Change-3.00 %
Adviser Totem Point Management, LLC Type 13F-HR Submitted
05/15/2023
Stock Ticker Stock Name $ Position % Position $ Change # Shares # Change
Stock Ticker78409V104 Stock NameS&P GLOBAL INC $ Position$12.1 b % Position12.00 % $ Change7.00 % # Shares35,094 # Change4.00 %
Stock Ticker55354G100 Stock NameMSCI INC $ Position$10.7 b % Position10.00 % $ Change21.00 % # Shares19,029 # Change0.00 %
Stock Ticker056752108 Stock NameBAIDU INC $ Position$10.5 b % Position10.00 % $ ChangeN / A # Shares69,336 # ChangeN / A
Stock Ticker67066G104 Stock NameNVIDIA CORPORATION $ Position$8.7 b % Position8.00 % $ Change300.00 % # Shares31,237 # Change111.00 %
Stock Ticker682189105 Stock NameON SEMICONDUCTOR CORP $ Position$8.3 b % Position8.00 % $ Change40.00 % # Shares101,101 # Change6.00 %
Adviser Totem Point Management, LLC Type 13F-HR Submitted
02/14/2023
Stock Ticker Stock Name $ Position % Position $ Change # Shares # Change
Stock Ticker668771108 Stock NameGEN DIGITAL INC $ Position$13.7 b % Position19.00 % $ Change107528.00 % # Shares636,976 # Change1.00 %
Stock Ticker032654105 Stock NameANALOG DEVICES INC $ Position$10.8 b % Position15.00 % $ Change120448.00 % # Shares65,966 # Change2.00 %
Stock Ticker78409V104 Stock NameS&P GLOBAL INC $ Position$11.3 b % Position15.00 % $ Change186392.00 % # Shares33,647 # Change70.00 %
Stock Ticker55354G100 Stock NameMSCI INC $ Position$8.8 b % Position12.00 % $ Change375657.00 % # Shares18,991 # Change241.00 %
Stock Ticker682189105 Stock NameON SEMICONDUCTOR CORP $ Position$6.0 b % Position8.00 % $ Change106282.00 % # Shares95,500 # Change6.00 %
Adviser Totem Point Management, LLC Type 13F-HR Submitted
11/14/2022
Stock Ticker Stock Name $ Position % Position $ Change # Shares # Change
Stock Ticker668771108 Stock NameNORTONLIFELOCK INC $ Position$12.7 m % Position21.88 % $ Change39.04 % # Shares629,731 # Change51.60 %
Stock Ticker032654105 Stock NameANALOG DEVICES INC $ Position$9.0 m % Position15.48 % $ Change73.95 % # Shares64,417 # Change82.37 %
Stock Ticker697435105 Stock NamePALO ALTO NETWORKS INC $ Position$7.6 m % Position13.05 % $ Change107.60 % # Shares46,199 # Change526.00 %
Stock Ticker872590104 Stock NameT-MOBILE US INC $ Position$6.2 m % Position10.64 % $ Change19.53 % # Shares45,987 # Change19.85 %
Stock Ticker78409V104 Stock NameS&P GLOBAL INC $ Position$6.0 m % Position10.42 % $ Change-1.66 % # Shares19,790 # Change8.55 %
Adviser Totem Point Management, LLC Type 13F-HR Submitted
08/15/2022
Stock Ticker Stock Name $ Position % Position $ Change # Shares # Change
Stock Ticker668771108 Stock NameNORTONLIFELOCK INC $ Position$9.1 m % Position19.67 % $ Change23.45 % # Shares415,400 # Change49.10 %
Stock Ticker78409V104 Stock NameS&P GLOBAL INC $ Position$6.1 m % Position13.25 % $ Change-34.83 % # Shares18,232 # Change-20.69 %
Stock Ticker007903107 Stock NameADVANCED MICRO DEVICES INC $ Position$5.4 m % Position11.58 % $ Change-32.63 % # Shares70,233 # Change-3.68 %
Stock Ticker872590104 Stock NameT-MOBILE US INC $ Position$5.2 m % Position11.13 % $ ChangeN / A # Shares38,369 # ChangeN / A
Stock Ticker032654105 Stock NameANALOG DEVICES INC $ Position$5.2 m % Position11.13 % $ Change-49.06 % # Shares35,323 # Change-42.40 %
Adviser Totem Point Management, LLC Type 13F-HR Submitted
05/16/2022
Stock Ticker Stock Name $ Position % Position $ Change # Shares # Change
Stock Ticker037833100 Stock NameAPPLE INC $ Position$14.8 m % Position11.54 % $ Change39.50 % # Shares84,644 # Change41.86 %
Stock Ticker67066G104 Stock NameNVIDIA CORPORATION $ Position$12.8 m % Position9.98 % $ Change18.49 % # Shares46,829 # Change27.72 %
Stock Ticker032654105 Stock NameANALOG DEVICES INC $ Position$10.1 m % Position7.91 % $ Change-20.09 % # Shares61,323 # Change-14.97 %
Stock Ticker573874104 Stock NameMARVELL TECHNOLOGY INC $ Position$10.0 m % Position7.83 % $ Change-27.86 % # Shares139,735 # Change-11.98 %
Stock Ticker594918104 Stock NameMICROSOFT CORP $ Position$9.9 m % Position7.73 % $ Change-8.10 % # Shares32,101 # Change0.26 %
Adviser Totem Point Management, LLC Type 13F-HR Submitted
02/14/2022
Stock Ticker Stock Name $ Position % Position $ Change # Shares # Change
Stock Ticker668771108 Stock NameNORTONLIFELOCK INC $ Position$15.5 m % Position10.23 % $ Change1.44 % # Shares595,556 # Change-1.21 %
Stock Ticker573874104 Stock NameMARVELL TECHNOLOGY INC $ Position$13.9 m % Position9.18 % $ Change13.44 % # Shares158,751 # Change-21.80 %
Stock Ticker595112103 Stock NameMICRON TECHNOLOGY INC $ Position$13.0 m % Position8.62 % $ Change131.82 % # Shares140,016 # Change76.64 %
Stock Ticker032654105 Stock NameANALOG DEVICES INC $ Position$12.7 m % Position8.38 % $ Change36.92 % # Shares72,116 # Change30.46 %
Stock Ticker090043100 Stock NameBILL COM HLDGS INC $ Position$11.6 m % Position7.66 % $ Change-22.18 % # Shares46,479 # Change-16.62 %
Adviser HR - Totem Point Management, LLC Type 13F-HR Submitted
11/15/2021
Stock Ticker Stock Name $ Position % Position $ Change # Shares # Change
Stock Ticker668771108 Stock NameNORTONLIFELOCK INC $ Position$15.3 m % Position9.93 % $ Change-17.62 % # Shares602,881 # Change-11.37 %
Stock Ticker090043100 Stock NameBILL COM HLDGS INC $ Position$14.9 m % Position9.69 % $ Change-4.85 % # Shares55,742 # Change-34.70 %
Stock Ticker594918104 Stock NameMICROSOFT CORP $ Position$13.0 m % Position8.45 % $ ChangeN / A # Shares46,036 # ChangeN / A
Stock Ticker573874104 Stock NameMARVELL TECHNOLOGY INC $ Position$12.2 m % Position7.97 % $ Change-20.68 % # Shares202,994 # Change-23.28 %
Stock Ticker02079K107 Stock NameALPHABET INC $ Position$12.0 m % Position7.79 % $ Change-10.77 % # Shares4,490 # Change-16.09 %
Adviser Totem Point Management, LLC Type 13F-HR Submitted
08/16/2021
Stock Ticker Stock Name $ Position % Position $ Change # Shares # Change
Stock Ticker668771108 Stock NameNORTONLIFELOCK INC $ Position$18.5 m % Position9.28 % $ Change-20.32 % # Shares680,246 # Change-37.76 %
Stock Ticker090043100 Stock NameBILL COM HLDGS INC $ Position$15.6 m % Position7.84 % $ Change-3.76 % # Shares85,369 # Change-23.56 %
Stock Ticker573874104 Stock NameMARVELL TECHNOLOGY INC $ Position$15.4 m % Position7.73 % $ ChangeN / A # Shares264,602 # ChangeN / A
Stock Ticker007903107 Stock NameADVANCED MICRO DEVICES INC $ Position$15.2 m % Position7.61 % $ Change-7.23 % # Shares161,581 # Change-22.47 %
Stock Ticker032654105 Stock NameANALOG DEVICES INC $ Position$14.7 m % Position7.38 % $ Change-10.57 % # Shares85,576 # Change-19.45 %
Adviser Totem Point Management, LLC Type 13F-HR Submitted
05/17/2021
Stock Ticker Stock Name $ Position % Position $ Change # Shares # Change
Stock Ticker668771108 Stock NameNORTONLIFELOCK INC $ Position$23.2 m % Position10.27 % $ Change-21.27 % # Shares1,093,001 # Change-23.04 %
Stock TickerG5876H105 Stock NameMARVELL TECHNOLOGY GROUP LTD $ Position$21.6 m % Position9.55 % $ Change-8.75 % # Shares440,910 # Change-11.44 %
Stock Ticker032654105 Stock NameANALOG DEVICES INC $ Position$16.5 m % Position7.28 % $ Change19.80 % # Shares106,237 # Change14.13 %
Stock Ticker007903107 Stock NameADVANCED MICRO DEVICES INC $ Position$16.4 m % Position7.23 % $ Change31.60 % # Shares208,406 # Change53.74 %
Stock Ticker090043100 Stock NameBILL COM HLDGS INC $ Position$16.2 m % Position7.18 % $ Change-1.63 % # Shares111,676 # Change-7.72 %
Adviser Totem Point Management, LLC Type 13F-HR Submitted
02/16/2021
Stock Ticker Stock Name $ Position % Position $ Change # Shares # Change
Stock Ticker668771108 Stock NameNORTONLIFELOCK INC $ Position$29.5 m % Position12.24 % $ Change-36.23 % # Shares1,420,292 # Change-36.05 %
Stock Ticker705573103 Stock NamePEGASYSTEMS INC $ Position$28.1 m % Position11.67 % $ Change-13.48 % # Shares211,129 # Change-21.41 %
Stock TickerG5876H105 Stock NameMARVELL TECHNOLOGY GROUP LTD $ Position$23.7 m % Position9.81 % $ Change3.86 % # Shares497,849 # Change-13.27 %
Stock Ticker090043100 Stock NameBILL COM HLDGS INC $ Position$16.5 m % Position6.85 % $ Change-48.74 % # Shares121,013 # Change-62.33 %
Stock Ticker44891N109 Stock NameIAC INTERACTIVECORP NEW $ Position$16.2 m % Position6.70 % $ ChangeN / A # Shares85,316 # ChangeN / A
Adviser Totem Point Management, LLC Type 13F-HR Submitted
11/16/2020
Stock Ticker Stock Name $ Position % Position $ Change # Shares # Change
Stock Ticker668771108 Stock NameNORTONLIFELOCK INC $ Position$46.3 m % Position15.36 % $ Change28.37 % # Shares2,220,942 # Change22.15 %
Stock Ticker705573103 Stock NamePEGASYSTEMS INC $ Position$32.5 m % Position10.79 % $ Change18.73 % # Shares268,645 # Change-0.76 %
Stock Ticker090043100 Stock NameBILL COM HLDGS INC $ Position$32.2 m % Position10.70 % $ Change60.07 % # Shares321,254 # Change43.95 %
Stock TickerG5876H105 Stock NameMARVELL TECHNOLOGY GROUP LTD $ Position$22.8 m % Position7.56 % $ Change230.95 % # Shares574,040 # Change192.27 %
Stock Ticker78409V104 Stock NameS&P GLOBAL INC $ Position$21.7 m % Position7.21 % $ Change31.11 % # Shares60,205 # Change19.79 %
Adviser Totem Point Management, LLC Type 13F-HR Submitted
08/14/2020
Stock Ticker Stock Name $ Position % Position $ Change # Shares # Change
Stock Ticker668771108 Stock NameNORTONLIFELOCK INC $ Position$36.1 m % Position13.15 % $ Change-1.42 % # Shares1,818,229 # Change-6.99 %
Stock Ticker705573103 Stock NamePEGASYSTEMS INC $ Position$27.4 m % Position9.99 % $ Change6.78 % # Shares270,700 # Change-24.83 %
Stock Ticker22788C105 Stock NameCROWDSTRIKE HLDGS INC $ Position$22.4 m % Position8.18 % $ ChangeN / A # Shares223,825 # ChangeN / A
Stock Ticker032654105 Stock NameANALOG DEVICES INC $ Position$21.1 m % Position7.70 % $ Change-11.13 % # Shares172,139 # Change-35.04 %
Stock Ticker67066G104 Stock NameNVIDIA CORPORATION $ Position$20.1 m % Position7.34 % $ Change52.20 % # Shares53,015 # Change5.61 %
Adviser Totem Point Management, LLC Type 13F-HR Submitted
05/15/2020
Stock Ticker Stock Name $ Position % Position $ Change # Shares # Change
Stock Ticker668771108 Stock NameNORTONLIFELOCK INC $ Position$36.6 m % Position18.71 % $ Change58.47 % # Shares1,954,904 # Change116.16 %
Stock Ticker705573103 Stock NamePEGASYSTEMS INC $ Position$25.6 m % Position13.12 % $ Change-4.54 % # Shares360,094 # Change6.75 %
Stock Ticker032654105 Stock NameANALOG DEVICES INC $ Position$23.8 m % Position12.15 % $ Change-29.80 % # Shares264,981 # Change-6.95 %
Stock Ticker594918104 Stock NameMICROSOFT CORP $ Position$18.0 m % Position9.19 % $ Change67.84 % # Shares113,936 # Change67.83 %
Stock Ticker78409V104 Stock NameS&P GLOBAL INC $ Position$16.3 m % Position8.32 % $ Change-7.71 % # Shares66,382 # Change2.84 %
Adviser Totem Point Management, LLC Type 13F-HR Submitted
02/14/2020
Stock Ticker Stock Name $ Position % Position $ Change # Shares # Change
Stock Ticker032654105 Stock NameANALOG DEVICES INC $ Position$33.8 m % Position14.44 % $ ChangeN / A # Shares284,763 # ChangeN / A
Stock TickerN6596X109 Stock NameNXP SEMICONDUCTORS N V $ Position$32.6 m % Position13.90 % $ ChangeN / A # Shares255,977 # ChangeN / A
Stock Ticker705573103 Stock NamePEGASYSTEMS INC $ Position$26.9 m % Position11.46 % $ ChangeN / A # Shares337,327 # ChangeN / A
Stock Ticker668771108 Stock NameNORTONLIFELOCK INC $ Position$23.1 m % Position9.85 % $ ChangeN / A # Shares904,386 # ChangeN / A
Stock Ticker482480100 Stock NameKLA CORPORATION $ Position$19.7 m % Position8.39 % $ ChangeN / A # Shares110,439 # ChangeN / A

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