Notify me when Totem Point Management, LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 14 | $100,230,758 | +$32,484,748 | -$51,137,082 | -$18,652,334 | SPOT, SPGI, TSM, NVDA, TTWO | 13F-HR | 17 Feb 2026, 07:56 |
| Q3 2025 | 15 | $112,146,112 | +$21,922,398 | -$14,977,482 | +$6,944,916 | NVDA, TSM, TTWO, SPOT, MU | 13F-HR | 14 Nov 2025, 09:04 |
| Q2 2025 | 12 | $94,963,908 | +$20,945,132 | -$27,785,083 | -$6,839,951 | SPOT, SPGI, NVDA, TTWO, SE | 13F-HR | 14 Aug 2025, 11:56 |
| Q1 2025 | 13 | $81,186,356 | +$17,859,647 | -$31,546,345 | -$13,686,698 | SPGI, SPOT, TTWO, SE, TSM | 13F-HR | 15 May 2025, 09:39 |
| Q4 2024 | 16 | $94,361,133 | +$27,339,538 | -$36,146,133 | -$8,806,595 | SPGI, TSM, TTWO, BKNG, SPOT | 13F-HR | 14 Feb 2025, 10:07 |
| Q3 2024 | 16 | $94,592,458 | +$35,380,839 | -$14,056,853 | +$21,323,986 | SPOT, SPGI, NVDA, ADI, TSM | 13F-HR | 14 Nov 2024, 11:02 |
| Q2 2024 | 15 | $68,316,834 | +$21,095,138 | -$41,412,502 | -$20,317,364 | SPOT, SPGI, TSM, ADI, NVDA | 13F-HR | 14 Aug 2024, 09:58 |
| Q1 2024 | 16 | $91,383,812 | +$25,393,317 | -$21,870,102 | +$3,523,215 | SPGI, NVDA, MSCI, MU, TSM | 13F-HR | 15 May 2024, 08:17 |
| Q4 2023 | 14 | $77,153,900 | +$10,031,438 | -$14,254,403 | -$4,222,965 | MSCI, SPGI, ADI, AMD, NVDA | 13F-HR | 14 Feb 2024, 08:29 |
| Q3 2023 | 16 | $70,461,229 | +$10,014,337 | -$46,146,965 | -$36,132,628 | SPGI, NVDA, ADI, MU, AMD | 13F-HR | 14 Nov 2023, 10:18 |
| Q2 2023 | 17 | $109,488,966 | +$24,407,899 | -$28,335,803 | -$3,927,904 | ADI, SPGI, NVDA, MSCI, ON | 13F-HR | 14 Aug 2023, 06:14 |
| Q1 2023 | 14 | $103,782,994 | +$49,888,568 | -$32,129,334 | +$17,759,234 | SPGI, MSCI, BIDU, NVDA, ADI | 13F-HR | 15 May 2023, 07:40 |
| Q4 2022 | 13 | $73,747,876 | +$24,649,193 | -$10,495,759 | +$14,153,434 | GEN, SPGI, ADI, MSCI, ON | 13F-HR | 14 Feb 2023, 07:28 |
| Q3 2022 | 11 | $57,969,000 | +$29,150,374 | -$14,197,000 | +$14,953,374 | GEN, ADI, PANW, TMUS, SPGI | 13F-HR | 14 Nov 2022, 12:34 |
| Q2 2022 | 12 | $46,374,000 | +$23,425,826 | -$94,631,051 | -$71,205,225 | GEN, SPGI, AMD, TMUS, ADI | 13F-HR | 15 Aug 2022, 09:35 |
| Q1 2022 | 15 | $128,024,000 | +$23,994,441 | -$31,118,135 | -$7,123,694 | AAPL, NVDA, ADI, MRVL, MSFT | 13F-HR | 16 May 2022, 07:25 |
| Q4 2021 | 15 | $151,272,000 | +$30,948,604 | -$55,540,642 | -$24,592,038 | GEN, MRVL, MU, ADI, BILL | 13F-HR | 14 Feb 2022, 08:28 |
| Q3 2021 | 15 | $153,565,000 | +$27,245,045 | -$73,619,885 | -$46,374,840 | GEN, BILL, MSFT, MRVL, GOOG | 13F-HR | 15 Nov 2021, 06:35 |
| Q2 2021 | 17 | $199,558,000 | +$69,814,617 | -$125,421,822 | -$55,607,205 | GEN, BILL, MRVL, AMD, ADI | 13F-HR | 16 Aug 2021, 07:25 |
| Q1 2021 | 17 | $226,206,000 | +$42,829,700 | -$62,176,273 | -$19,346,573 | GEN, MRVL, ADI, AMD, BILL | 13F-HR | 17 May 2021, 07:27 |
| Q4 2020 | 18 | $241,172,000 | +$55,077,000 | -$156,230,807 | -$101,153,807 | GEN, PEGA, MRVL, BILL, IAC | 13F-HR | 16 Feb 2021, 06:38 |
| Q3 2020 | 15 | $301,275,000 | +$67,156,758 | -$81,261,007 | -$14,104,249 | GEN, PEGA, BILL, MRVL, SPGI | 13F-HR | 16 Nov 2020, 08:08 |
| Q2 2020 | 17 | $274,248,000 | +$75,506,084 | -$45,374,659 | +$30,131,425 | GEN, PEGA, CRWD, ADI, NVDA | 13F-HR | 14 Aug 2020, 08:09 |
| Q1 2020 | 13 | $195,443,000 | +$69,585,802 | -$77,593,955 | -$8,008,153 | GEN, PEGA, ADI, MSFT, SPGI | 13F-HR | 15 May 2020, 08:11 |
| Q4 2019 | 15 | $234,411,000 | +$68,818,585 | -$44,911,531 | +$23,907,054 | ADI, NXPI, PEGA, GEN, KLAC | 13F-HR | 14 Feb 2020, 07:25 |
| Q3 2019 | 17 | $181,713,000 | +$28,794,702 | -$53,716,492 | -$24,921,790 | NXPI, ADI, PEGA, SPGI, SLAB | 13F-HR | 14 Nov 2019, 06:28 |
| Q2 2019 | 18 | $207,810,000 | +$83,662,767 | -$42,539,157 | +$41,123,610 | NXPI, ADI, PEGA, TWLO, SPGI | 13F-HR | 14 Aug 2019, 10:13 |
| Q1 2019 | 17 | $156,383,000 | +$50,085,407 | -$53,992,538 | -$3,907,131 | PEGA, XLNX, NXPI, ADI, SPGI | 13F-HR | 15 May 2019, 09:46 |
| Q4 2018 | 15 | $133,295,000 | $0 | $0 | $0 | XLNX, ADI, NTNX, SEND, GOOG | 13F-HR | 14 Feb 2019, 11:14 |