Totem Point Management, LLC Portfolio Holdings by Sector
Totem Point Management, LLC
- $80.1 Million
- Q1 2025
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
Electronic Gaming & Multimedia | Communication Services
TTWO RBLX 2 stocks |
$15,902
19.86% of portfolio
|
  2  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Semiconductors | Technology
TSM NVDA AVGO 3 stocks |
$15,705
19.61% of portfolio
|
  1  
|
  2  
|
  1  
|
- |
0
Calls
0
Puts
|
Financial Data & Stock Exchanges | Financial Services
SPGI 1 stocks |
$13,734
17.15% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Internet Content & Information | Communication Services
SPOT 1 stocks |
$13,409
16.74% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Internet Retail | Consumer Cyclical
SE 1 stocks |
$11,216
14.0% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Travel Services | Consumer Cyclical
MMYT BKNG 2 stocks |
$6,496
8.11% of portfolio
|
  1  
|
  1  
|
- | - |
0
Calls
0
Puts
|
Scientific & Technical Instruments | Technology
GRMN 1 stocks |
$2,187
2.73% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Telecom Services | Communication Services
CHTR 1 stocks |
$1,439
1.8% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|