Totem Point Management, LLC

Comprehensive SEC 13F Analysis: Totem Point Management, LLC

1. Portfolio Overview

Totem Point Management, LLC reported a significant contraction in portfolio assets during the third quarter of 2025. The total portfolio value decreased by 32.5%, dropping from approximately $94.96 million to $64.09 million. This reduction in assets under management (AUM) is driven not only by potential market depreciation but also by a substantial shift in capital allocation, evidenced by the exit from five...