Totem Point Management, LLC
CIK 1759364 · Holdings on Jun 30, 2026 · First reported Aug 14, 2026
Top ten holdings
Q2 2026- CBRS24.46%
- TSM9.55%
- LRCX8.99%
- NVDA8.31%
- AMD7.78%
- TER6.52%
- MU5.51%
- LSCC5.04%
- NOK4.78%
- MRVL4.75%
Share classes counted separately85.69%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- ONWeight decreased · -9.10 pp10.72% → 1.62%Shares -107.73K (-79.40%)
- NVDAWeight decreased · -8.75 pp17.06% → 8.31%Shares -8.81K (-11.49%)
- SPOTWeight decreased · -6.73 pp7.78% → 1.05%Shares -8.83K (-70.21%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 18
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | CBRSCEREBRAS SYSTEMS INC - ACOM CL A View history and evidence | $39.99M | 24.46% | 180.95K shares | Prior unavailable +180.95K | New | ↗▾ |
| 02 | TSMTAIWAN SEMICONDUCTOR-SP ADRSPONSORED ADS View history and evidence | $15.61M | 9.55% | 32.68K shares | 9.35% → 9.55%+0.20 pp +11.00K (+50.75%) | Added | ↗▾ |
| 03 | LRCXLAM RESEARCH CORPCOM NEW View history and evidence | $14.70M | 8.99% | 33.91K shares | 5.11% → 8.99%+3.88 pp +15.17K (+80.90%) | Added | ↗▾ |
| 04 | NVDANVIDIA CORP View history and evidence | $13.58M | 8.31% | 67.86K shares | 17.06% → 8.31%-8.75 pp -8.81K (-11.49%) | Reduced | ↗▾ |
| 05 | AMDADVANCED MICRO DEVICES View history and evidence | $12.72M | 7.78% | 21.89K shares | 10.96% → 7.78%-3.18 pp -20.34K (-48.17%) | Reduced | ↗▾ |
| 06 | TERTERADYNE INC View history and evidence | $10.66M | 6.52% | 22.03K shares | 7.78% → 6.52%-1.26 pp +1.47K (+7.12%) | Added | ↗▾ |
| 07 | MUMICRON TECHNOLOGY INC View history and evidence | $9.00M | 5.51% | 7.80K shares | 0.95% → 5.51%+4.56 pp +5.59K (+253.26%) | Added | ↗▾ |
| 08 | LSCCLATTICE SEMICONDUCTOR CORP View history and evidence | $8.24M | 5.04% | 53.87K shares | 4.15% → 5.04%+0.89 pp +18.84K (+53.76%) | Added | ↗▾ |
| 09 | NOKNOKIA CORP-SPON ADRSPONSORED ADR View history and evidence | $7.82M | 4.78% | 588.92K shares | Prior unavailable +588.92K | New | ↗▾ |
| 10 | MRVLMARVELL TECHNOLOGY INC View history and evidence | $7.76M | 4.75% | 26.04K shares | 5.66% → 4.75%-0.91 pp -18.71K (-41.81%) | Reduced | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 4
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| HPE HEWLETT PACKARD ENTERPRISE | Non-derivative | -106,124 | -$2.53M | SEC filing ↗ | SEC filing ↗ |
| CME CME GROUP INC | Non-derivative | -7,503 | -$2.22M | SEC filing ↗ | SEC filing ↗ |
| FWONK LIBERTY MEDIA CORP-C | Non-derivative | -9,179 | -$780.40K | SEC filing ↗ | SEC filing ↗ |
3 / 4 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1759364 · Period Jun 30, 2026
Data loaded Sep 23, 2026 · First reported Aug 14, 2026
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 163467905
}Take these holdings further.
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