Totem Point Management, LLC
17 holdingsFiling period: 2026-03-31Current AUM: $108.6Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | 76.7K | $13.4M | $15.4M | 14.18% | +21.2K | 2026-03-31 |
| 2 | AMD | ADVANCED MICRO DEVICES INC | 42.2K | $8.6M | $20.1M | 18.52% | -- | 2026-03-31 |
| 3 | ON | ON SEMICONDUCTOR CORP | 135.7K | $8.4M | $11.1M | 10.20% | +12.3K | 2026-03-31 |
| 4 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | 21.7K | $7.3M | $8.8M | 8.07% | -16,415 | 2026-03-31 |
| 5 | — | SPOTIFY TECHNOLOGY S A | 12.6K | $6.1M | $6.1M | 5.62% | -7,760 | 2026-03-31 |
| 6 | TER | TERADYNE INC | 20.6K | $6.1M | $7.6M | 6.97% | -- | 2026-03-31 |
| 7 | SPGI | S&P GLOBAL INC | 11.7K | $5.0M | $4.8M | 4.43% | -10,897 | 2026-03-31 |
| 8 | TTWO | TAKE-TWO INTERACTIVE SOFTWAR | 23.5K | $4.6M | $5.7M | 5.26% | -15,878 | 2026-03-31 |
| 9 | MRVL | MARVELL TECHNOLOGY INC | 44.7K | $4.4M | $8.4M | 7.73% | -- | 2026-03-31 |
| 10 | LRCX | LAM RESEARCH CORP | 18.7K | $4.0M | $5.5M | 5.06% | -- | 2026-03-31 |
| 11 | LSCC | LATTICE SEMICONDUCTOR CORP | 35.0K | $3.2M | $4.4M | 4.01% | -- | 2026-03-31 |
| 12 | HPE | HEWLETT PACKARD ENTERPRISE C | 106.1K | $2.5M | $5.1M | 4.68% | -300,382 | 2026-03-31 |
| 13 | CME | CME GROUP INC | 7.5K | $2.2M | $2.0M | 1.85% | -- | 2026-03-31 |
| 14 | FWONK | LIBERTY MEDIA CORP DEL | 9.2K | $780K | $900K | 0.83% | +3.4K | 2026-03-31 |
| 15 | MU | MICRON TECHNOLOGY INC | 2.2K | $745K | $1.8M | 1.67% | -32,245 | 2026-03-31 |
| 16 | GEV | GE VERNOVA INC | 715 | $624K | $708K | 0.65% | -- | 2026-03-31 |
| 17 | — | NEBIUS GROUP N.V. | 2.8K | $292K | $292K | 0.27% | -- | 2026-03-31 |
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