TPM
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Totem Point Management’s Spotify SPOT Stock Holding History

Totem Point Management’s Portfolio SPOT Stock Details SPOT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$6.1M Sell
12,576
-7,760
-38% -$3.89M 7.78% 5
2025
Q4 		$11.8M Buy
20,336
+5,770
+40% +$3.61M 11.78% 1
2025
Q3 		$10.2M Buy
14,566
+169
+1% +$118K 9.07% 4
2025
Q2 		$11M Sell
14,397
-9,983
-41% -$6.41M 11.63% 1
2025
Q1 		$13.4M Buy
24,380
+3,565
+17% +$1.99M 16.52% 2
2024
Q4 		$9.31M Sell
20,815
-10,660
-34% -$4.56M 9.87% 5
2024
Q3 		$11.6M Buy
31,475
+1,597
+5% +$531K 12.26% 1
2024
Q2 		$9.38M Buy
29,878
+8,660
+41% +$2.61M 13.72% 1
2024
Q1 		$5.6M Buy
+21,218
New +$4.98M 6.13% 8

Other funds holding SPOT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Totem Point Management's SPOT Position: Q1 2026 in Review

Totem Point Management reduced its Spotify (SPOT) stake by 38% in Q1 2026, selling an estimated $3.89M and leaving 12,576 shares worth $6.1M. The position accounts for 7.78% of the portfolio, ranked #5.

Totem Point Management first reported a position in SPOT in Q1 2024 and has held it in 9 quarters since. The position peaked at $13.4M in Q1 2025. 1,273 funds tracked by Wall St. Rank hold SPOT as of Q1 2026.

  • Totem Point Management held 12,576 shares of Spotify worth $6.1M as of Q1 2026.
  • Totem Point Management sold 7,760 Spotify shares in Q1 2026, an estimated $3.89M.
  • Spotify made up 7.78% of Totem Point Management's portfolio in Q1 2026, its #5 holding.
  • Totem Point Management first reported a position in Spotify in Q1 2024 and has held it in 9 quarters since.
  • Totem Point Management's Spotify position peaked at $13.4M in Q1 2025.
  • 1,273 funds tracked by Wall St. Rank held Spotify as of Q1 2026.

Based on Totem Point Management's 13F filing for Q1 2026, filed 15 May 2026.