Totem Point Management, LLC
Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q2 2025 ▲▼ | Q3 2025 ▲▼ | Change ▲▼ | Q2 2025 ▲▼ | Q3 2025 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| APPLOVIN CORP(APP) | 0 | 7,303 | +7,303 | 0 | 5,247,498 | 4.68% | +5,247,498 |
| SANDISK CORP(SNDK) | 0 | 37,835 | +37,835 | 0 | 4,245,087 | 3.79% | +4,245,087 |
| NVIDIA CORPORATION(NVDA) | 66,014 | 76,544 | +10,530 | 10,429,552 | 14,281,580 | 12.73% | +3,852,028 |
| BILL HOLDINGS INC | 0 | 71,225 | +71,225 | 0 | 3,772,788 | 3.36% | +3,772,788 |
| MICRON TECHNOLOGY INC(MU) | 49,318 | 58,483 | +9,165 | 6,078,444 | 9,785,376 | 8.73% | +3,706,932 |
| TAIWAN SEMICONDUCTOR MFG LTD(TSM) | 40,518 | 43,307 | +2,789 | 9,176,922 | 12,095,212 | 10.79% | +2,918,290 |
| ADVANCED MICRO DEVICES INC(AMD) | 0 | 17,019 | +17,019 | 0 | 2,753,504 | 2.46% | +2,753,504 |
| TAKE-TWO INTERACTIVE SOFTWAR(TTWO) | 41,161 | 42,951 | +1,790 | 9,995,949 | 11,096,820 | 9.89% | +1,100,871 |
| MAKEMYTRIP LIMITED MAURITIUS | 35,814 | 46,989 | +11,175 | 3,510,488 | 4,398,170 | 3.92% | +887,682 |
| ROBLOX CORP(RBLX) | 84,716 | 61,766 | -22,950 | 8,912,123 | 8,555,826 | 7.63% | -356,297 |
| SPOTIFY TECHNOLOGY S A(SPOT) | 14,397 | 14,566 | +169 | 11,047,394 | 10,167,068 | 9.07% | -880,326 |
| BROADCOM INC(AVGO) | 31,613 | 23,712 | -7,901 | 8,714,123 | 7,822,826 | 6.98% | -891,297 |
| BOOKING HOLDINGS INC(BKNG) | 857 | 749 | -108 | 4,961,379 | 4,044,053 | 3.61% | -917,326 |
| DATADOG INC(DDOG) | 12,054 | 0 | -12,054 | 1,619,214 | 0 | — | -1,619,214 |
| SEA LTD(SE) | 62,078 | 43,978 | -18,100 | 9,928,755 | 7,860,188 | 7.01% | -2,068,567 |
| S&P GLOBAL INC(SPGI) | 20,083 | 12,369 | -7,714 | 10,589,565 | 6,020,116 | 5.37% | -4,569,449 |