Totem Point Management, LLC Portfolio Holdings

Totem Point Management, LLC

  • $68.3 Million
  • Q2 2024

Totem Point Management, LLC has filed its 13F form on August 14, 2024 for Q2 2024 where it was disclosed a total value porftolio of $68.3 Million distributed in 15 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spotify Technology S.A. with a value of $9.38M, S&P Global Inc. with a value of $9.23M, Taiwan Semiconductor Manufacturing CO LTD with a value of $8.58M, Analog Devices Inc with a value of $6.47M, and Nvidia Corp with a value of $6.34M.

Examining the 13F form we can see an decrease of $23.1M in the current position value, from $91.4M to 68.3M.

Totem Point Management, LLC is based out at New York, NY

Below you can find more details about Totem Point Management, LLC portfolio as well as his latest detailed transactions.

Portfolio value $68.3 Million
Technology: $41 Million
Communication Services: $14.1 Million
Financial Services: $9.23 Million
Consumer Cyclical: $4.01 Million

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 15
  • Current Value $68.3 Million
  • Prior Value $91.4 Million
  • Filing
  • Period Q2 2024
  • Filing Date August 14, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 5 stocks
  • Additional Purchases 3 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 7 stocks
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