Totem Point Management, LLC
- SEC CIK
- 0001759364
- Latest filing
- Aug 14, 2026
Holdings in Q2 2026
Holdings as of Jun 30, 2026, filed Aug 14, 2026. Long positions only; changes compare share counts with Q1 2026.
- Positions
- 18
- +1 vs. Q1 2026
- Portfolio value
- $163.5M
- +$85.1M (+108.6%) vs. Q1 2026
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| CBRSCerebras Systems Inc. | COM CL A | 180,953 | $40.0M | 24.5% | +180,953 | New | History |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 32,684 | $15.6M | 9.5% | +11,003+50.7% | Added | History |
| LRCXLam Research Corp | Stock | 33,914 | $14.7M | 9.0% | +15,167+80.9% | Added | History |
| NVDANVIDIA Corp | Stock | 67,858 | $13.6M | 8.3% | −8,806−11.5% | Reduced | History |
| AMDAdvanced Micro Devices Inc | Stock | 21,892 | $12.7M | 7.8% | −20,344−48.2% | Reduced | History |
| TERTeradyne, Inc | Stock | 22,032 | $10.7M | 6.5% | +1,465+7.1% | Added | History |
| MUMicron Technology Inc | Stock | 7,800 | $9.00M | 5.5% | +5,592+253.3% | Added | History |
| LSCCLattice Semiconductor Corp | COM | 53,873 | $8.24M | 5.0% | +18,837+53.8% | Added | History |
| NOKNokia Corp | SPONSORED ADR | 588,923 | $7.82M | 4.8% | +588,923 | New | History |
| MRVLMarvell Technology, Inc. | COM | 26,039 | $7.76M | 4.7% | −18,708−41.8% | Reduced | History |
| SPGIS&P Global Inc. | Stock | 18,909 | $7.70M | 4.7% | +7,227+61.9% | Added | History |
| GEVGE Vernova Inc. | Stock | 3,740 | $4.39M | 2.7% | +3,025+423.1% | Added | History |
| AMKRAmkor Technology, Inc. | COM | 36,195 | $3.12M | 1.9% | +36,195 | New | History |
| ONOn Semiconductor Corp | Stock | 27,955 | $2.64M | 1.6% | −107,732−79.4% | Reduced | History |
| WDCWestern Digital Corp | COM | 3,052 | $1.95M | 1.2% | +3,052 | New | History |
| SPOTSpotify Technology S.A. | Stock | 3,746 | $1.72M | 1.1% | −8,830−70.2% | Reduced | History |
| BEBloom Energy Corp | COM CL A | 3,585 | $1.09M | 0.7% | +3,585 | New | History |
| TTWOTake Two Interactive Software Inc | COM | 3,131 | $782.7K | 0.5% | −20,393−86.7% | Reduced | History |
Sold out since Q1 2026 (4)
Positions held at the end of Q1 2026 that are gone from this filing.
| Security | Class | Shares in Q1 2026 | Value in Q1 2026 | % of portfolio in Q1 2026 | History |
|---|---|---|---|---|---|
| HPEHewlett Packard Enterprise Co | COM | 106,124 | $2.53M | 3.2% | History |
| CMECME Group Inc. | COM | 7,503 | $2.22M | 2.8% | History |
| FWONKLiberty Media Corp | COM LBTY ONE S C | 9,179 | $780.4K | 1.0% | History |
| NBISNebius Group N.V. | Stock | 2,819 | $292.5K | 0.4% | History |