Totem Point Management, LLC

13F Portfolio Filings

Latest 13F report
Q2 2024 - Aug 14, 2024
Value $
$68.3M
Signature - Title
Steven Tiger - CFO
Location
45 Rockefeller Plaza, Suite 2500, New York, NY
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q2 2024 15 $68.3M +$21.1M -$41.4M -$20.3M SPOT, SPGI, TSM, ADI, NVDA 13F-HR 8/14/2024, 09:58 AM
Q1 2024 16 $91.4M +$25.4M -$21.9M +$3.52M SPGI, NVDA, MSCI, MU, TSM 13F-HR 5/15/2024, 08:17 AM
Q4 2023 14 $77.2M +$10M -$14.3M -$4.22M MSCI, SPGI, ADI, AMD, NVDA 13F-HR 2/14/2024, 08:29 AM
Q3 2023 16 $70.5M +$10M -$46.1M -$36.1M SPGI, NVDA, ADI, MU, AMD 13F-HR 11/14/2023, 10:18 AM
Q2 2023 17 $109M +$24.4M -$28.3M -$3.93M ADI, SPGI, NVDA, MSCI, ON 13F-HR 8/14/2023, 06:14 AM
Q1 2023 14 $104M +$49.9M -$32.1M +$17.8M SPGI, MSCI, BIDU, NVDA, ADI 13F-HR 5/15/2023, 07:40 AM
Q4 2022 13 $73.7M +$24.6M -$10.5M +$14.2M GEN, SPGI, ADI, MSCI, ON 13F-HR 2/14/2023, 07:28 AM
Q3 2022 11 $58M +$29.2M -$14.2M +$15M GEN, ADI, PANW, TMUS, SPGI 13F-HR 11/14/2022, 12:34 PM
Q2 2022 12 $46.4M +$23.4M -$94.6M -$71.2M GEN, SPGI, AMD, TMUS, ADI 13F-HR 8/15/2022, 09:35 AM
Q1 2022 15 $128M +$24M -$31.1M -$7.12M AAPL, NVDA, ADI, MRVL, MSFT 13F-HR 5/16/2022, 07:25 AM
Q4 2021 15 $151M +$30.9M -$55.5M -$24.6M GEN, MRVL, MU, ADI, BILL 13F-HR 2/14/2022, 08:28 AM
Q3 2021 15 $154M +$27.2M -$73.6M -$46.4M GEN, BILL, MSFT, MRVL, GOOG 13F-HR 11/15/2021, 06:35 AM
Q2 2021 17 $200M +$69.8M -$125M -$55.6M GEN, BILL, MRVL, AMD, ADI 13F-HR 8/16/2021, 07:25 AM
Q1 2021 17 $226M +$42.8M -$62.2M -$19.3M GEN, MRVL, ADI, AMD, BILL 13F-HR 5/17/2021, 07:27 AM
Q4 2020 18 $241M +$55.1M -$156M -$101M GEN, PEGA, MRVL, BILL, IAC 13F-HR 2/16/2021, 06:38 AM
Q3 2020 15 $301M +$67.2M -$81.3M -$14.1M GEN, PEGA, BILL, MRVL, SPGI 13F-HR 11/16/2020, 08:08 AM
Q2 2020 17 $274M +$75.5M -$45.4M +$30.1M GEN, PEGA, CRWD, ADI, NVDA 13F-HR 8/14/2020, 08:09 AM
Q1 2020 13 $195M +$69.6M -$77.6M -$8.01M GEN, PEGA, ADI, MSFT, SPGI 13F-HR 5/15/2020, 08:11 AM
Q4 2019 15 $234M +$68.8M -$44.9M +$23.9M ADI, NXPI, PEGA, GEN, KLAC 13F-HR 2/14/2020, 07:25 AM
Q3 2019 17 $182M +$28.8M -$53.7M -$24.9M NXPI, ADI, PEGA, SPGI, SLAB 13F-HR 11/14/2019, 06:28 AM
Q2 2019 18 $208M +$83.7M -$42.5M +$41.1M NXPI, ADI, PEGA, TWLO, SPGI 13F-HR 8/14/2019, 10:13 AM
Q1 2019 17 $156M +$50.1M -$54M -$3.91M PEGA, XLNX, NXPI, ADI, SPGI 13F-HR 5/15/2019, 09:46 AM
Q4 2018 15 $133M $0 $0 XLNX, ADI, NTNX, SEND, GOOG 13F-HR 2/14/2019, 11:14 AM