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Totem Point Management, LLC
Period ended Jun 30, 2026 · Latest filing Aug 14, 2026
These quarterly holdings are delayed and may not include all assets or short positions.
Values are from the reporting date, not current prices or purchase costs.
The same security may appear in multiple rows.
Source: SEC
Reported portfolio value
Quarter-end reported holdings; not current value or investment performance.
View reported values
- Jun 30, 2026: $163,467,905
More quarters will appear as history becomes available.
Top holdings
Top 10 at Jun 30, 2026. Matching entries are combined; security classes and options remain separate. Shares exclude principal amounts; option shares reflect the reported underlying amount.
View top holdings values
- CEREBRAS SYSTEMS INC · COM CL A · 15675D103 · shares: $39,990,613
- TAIWAN SEMICONDUCTOR MANUFAC · SPONSORED ADS · 874039100 · shares: $15,608,898
- LAM RESEARCH CORP · COM NEW · 512807306 · shares: $14,695,954
- NVIDIA CORPORATION · COM · 67066G104 · shares: $13,577,707
- ADVANCED MICRO DEVICES INC · COM · 007903107 · shares: $12,717,282
- TERADYNE INC · COM · 880770102 · shares: $10,659,963
- MICRON TECHNOLOGY INC · COM · 595112103 · shares: $9,003,462
- LATTICE SEMICONDUCTOR CORP · COM · 518415104 · shares: $8,240,414
- NOKIA CORP · SPONSORED ADR · 654902204 · shares: $7,820,897
- MARVELL TECHNOLOGY INC · COM · 573874104 · shares: $7,756,758
Reported holdings
18 reported entries| Issuer | Class | CUSIP | Type | Shares / principal | Reported value (USD) |
|---|---|---|---|---|---|
| CEREBRAS SYSTEMS INC | COM CL A | 15675D103 | — | 180,953 shares | $39,990,613 |
| TAIWAN SEMICONDUCTOR MANUFAC | SPONSORED ADS | 874039100 | — | 32,684 shares | $15,608,898 |
| LAM RESEARCH CORP | COM NEW | 512807306 | — | 33,914 shares | $14,695,954 |
| NVIDIA CORPORATION | COM | 67066G104 | — | 67,858 shares | $13,577,707 |
| ADVANCED MICRO DEVICES INC | COM | 007903107 | — | 21,892 shares | $12,717,282 |
| TERADYNE INC | COM | 880770102 | — | 22,032 shares | $10,659,963 |
| MICRON TECHNOLOGY INC | COM | 595112103 | — | 7,800 shares | $9,003,462 |
| LATTICE SEMICONDUCTOR CORP | COM | 518415104 | — | 53,873 shares | $8,240,414 |
| NOKIA CORP | SPONSORED ADR | 654902204 | — | 588,923 shares | $7,820,897 |
| MARVELL TECHNOLOGY INC | COM | 573874104 | — | 26,039 shares | $7,756,758 |
| S&P GLOBAL INC | COM | 78409V104 | — | 18,909 shares | $7,700,879 |
| GE VERNOVA INC | COM | 36828A101 | — | 3,740 shares | $4,393,976 |
| AMKOR TECHNOLOGY INC | COM | 031652100 | — | 36,195 shares | $3,121,095 |
| ON SEMICONDUCTOR CORP | COM | 682189105 | — | 27,955 shares | $2,642,866 |
| WESTERN DIGITAL CORP | COM | 958102105 | — | 3,052 shares | $1,949,373 |
| SPOTIFY TECHNOLOGY S A | SHS | L8681T102 | — | 3,746 shares | $1,719,901 |
| BLOOM ENERGY CORP | COM CL A | 093712107 | — | 3,585 shares | $1,085,180 |
| TAKE-TWO INTERACTIVE SOFTWAR | COM | 874054109 | — | 3,131 shares | $782,687 |