Totem Point Management, LLC
18 holdingsFiling period: 2026-06-30Current AUM: $132.7Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | CBRS | CEREBRAS SYSTEMS INC | 181.0K | $40.0M | $33.3M | 25.09% | -- | 2026-06-30 |
| 2 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | 32.7K | $15.6M | $13.5M | 10.19% | +11.0K | 2026-06-30 |
| 3 | LRCX | LAM RESEARCH CORP | 33.9K | $14.7M | $9.2M | 6.92% | +15.2K | 2026-06-30 |
| 4 | NVDA | NVIDIA CORPORATION | 67.9K | $13.6M | $14.4M | 10.85% | -8,806 | 2026-06-30 |
| 5 | AMD | ADVANCED MICRO DEVICES INC | 21.9K | $12.7M | $11.0M | 8.32% | -20,344 | 2026-06-30 |
| 6 | TER | TERADYNE INC | 22.0K | $10.7M | $7.3M | 5.53% | +1.5K | 2026-06-30 |
| 7 | MU | MICRON TECHNOLOGY INC | 7.8K | $9.0M | $7.2M | 5.45% | +5.6K | 2026-06-30 |
| 8 | LSCC | LATTICE SEMICONDUCTOR CORP | 53.9K | $8.2M | $5.7M | 4.32% | +18.8K | 2026-06-30 |
| 9 | NOK | NOKIA CORP | 588.9K | $7.8M | $5.8M | 4.37% | -- | 2026-06-30 |
| 10 | MRVL | MARVELL TECHNOLOGY INC | 26.0K | $7.8M | $5.8M | 4.35% | -18,708 | 2026-06-30 |
| 11 | SPGI | S&P GLOBAL INC | 18.9K | $7.7M | $7.8M | 5.88% | +7.2K | 2026-06-30 |
| 12 | GEV | GE VERNOVA INC | 3.7K | $4.4M | $3.3M | 2.49% | +3.0K | 2026-06-30 |
| 13 | AMKR | AMKOR TECHNOLOGY INC | 36.2K | $3.1M | $1.7M | 1.26% | -- | 2026-06-30 |
| 14 | ON | ON SEMICONDUCTOR CORP | 28.0K | $2.6M | $2.0M | 1.54% | -107,732 | 2026-06-30 |
| 15 | WDC | WESTERN DIGITAL CORP | 3.1K | $1.9M | $1.3M | 0.95% | -- | 2026-06-30 |
| 16 | — | SPOTIFY TECHNOLOGY S A | 3.7K | $1.7M | $1.7M | 1.30% | -8,830 | 2026-06-30 |
| 17 | BE | BLOOM ENERGY CORP | 3.6K | $1.1M | $930K | 0.70% | -- | 2026-06-30 |
| 18 | TTWO | TAKE-TWO INTERACTIVE SOFTWAR | 3.1K | $782K | $663K | 0.50% | -20,393 | 2026-06-30 |
← Scroll →