Totem Point Management as of March 31, 2026
Portfolio Holdings for Totem Point Management
Totem Point Management holds 17 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| NVIDIA Corporation (NVDA) | 17.1 | $13M | 77k | 174.40 | |
| Advanced Micro Devices (AMD) | 11.0 | $8.6M | 42k | 203.43 | |
| ON Semiconductor (ON) | 10.7 | $8.4M | 136k | 61.92 | |
| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 9.3 | $7.3M | 22k | 337.95 | |
| Spotify Technology S A SHS (SPOT) | 7.8 | $6.1M | 13k | 484.91 | |
| Teradyne (TER) | 7.8 | $6.1M | 21k | 296.46 | |
| S&p Global (SPGI) | 6.3 | $5.0M | 12k | 425.34 | |
| Take-Two Interactive Software (TTWO) | 5.9 | $4.6M | 24k | 197.50 | |
| Marvell Technology (MRVL) | 5.7 | $4.4M | 45k | 99.05 | |
| Lam Research Corp Com New (LRCX) | 5.1 | $4.0M | 19k | 213.66 | |
| Lattice Semiconductor (LSCC) | 4.1 | $3.2M | 35k | 92.76 | |
| Hewlett Packard Enterprise (HPE) | 3.2 | $2.5M | 106k | 23.81 | |
| Cme (CME) | 2.8 | $2.2M | 7.5k | 295.35 | |
| Liberty Media Corp Del Com Lbty One S C (FWONK) | 1.0 | $780k | 9.2k | 85.02 | |
| Micron Technology (MU) | 1.0 | $746k | 2.2k | 337.84 | |
| Ge Vernova (GEV) | 0.8 | $624k | 715.00 | 872.90 | |
| Nebius Group Shs Class A (NBIS) | 0.4 | $293k | 2.8k | 103.76 |
