Loading…
CIK 0001759364 • 6 13F filings • May 15, 2025 – Aug 14, 2026
Import this data to Google Sheets with:
=jivedata("totem-point-management-llc","13f")Uses this filer's slug. Install the Jive Data add-on first; the second argument is "13f".
Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| APPLOVIN CORP | COM CL A | $1.7M | 1.7%Prev: 4.7% | 2,457 SH | Decreased-4,846 SH |
| BILL HOLDINGS INC | COM | $8.5M | 8.4%Prev: 3.4% | 155,100 SH | Increased+83,875 SH |
| BOOKING HOLDINGS INC | COM | $4.2M | 4.2%Prev: 3.6% | 784 SH | Increased+35 SH |
| BROADCOM INC | COM | $1.4M | 1.4%Prev: 7.0% | 4,143 SH | Decreased-19,569 SH |
| HEWLETT PACKARD ENTERPRISE C | COM | $9.8M | 9.7% | 406,506 SH | New |
| LIBERTY MEDIA CORP DEL | COM LBTY ONE S C | $570K | 0.6% | 5,789 SH | New |
| MICRON TECHNOLOGY INC | COM | $9.8M | 9.8%Prev: 8.7% | 34,453 SH | Increased-24,030 SH |
| MOODYS CORP | COM | $2.0M | 2.0% | 3,953 SH | New |
| NVIDIA CORPORATION | COM | $10.3M | 10.3%Prev: 12.7% | 55,442 SH | Decreased-21,102 SH |
| ON SEMICONDUCTOR CORP | COM | $6.7M | 6.7% | 123,407 SH | New |
| S&P GLOBAL INC | COM | $11.8M | 11.8%Prev: 5.4% | 22,579 SH | Increased+10,210 SH |
| SPOTIFY TECHNOLOGY S A | SHS | $11.8M | 11.8%Prev: 9.1% | 20,336 SH | Increased+5,770 SH |
| TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | $11.6M | 11.6%Prev: 10.8% | 38,096 SH | Decreased-5,211 SH |
| TAKE-TWO INTERACTIVE SOFTWAR | COM | $10.1M | 10.1%Prev: 9.9% | 39,402 SH | Decreased-3,549 SH |
| 13F-HR |
| 0001759364-26-000010 |
| $163.5M |
| View |
| Aug 14, 2025 | Q2 2025 | 13F-HR | 0001759364-25-000004 | $95.0M | View |
| May 15, 2026 | Q1 2026 | 13F-HR | 0001759364-26-000004 | $78.4M | View |
| May 15, 2025 | Q1 2025 | 13F-HR | 0001759364-25-000002 | $81.2M | View |