Totem Point Management, LLC - Q42025 Holdings

Totem Point Management, LLC holds 14 stocks with a total portfolio value of $ 100.23M as of Q42025. In Q42025, Totem Point Management, LLC added 4 new positions, increased stakes in 4 stocks, reduced 6 holdings, and fully exited 5 positions. The largest holding is Spotify Technology S A (SPOT), representing 11.78% of the total portfolio.