Totem Point Management as of June 30, 2026
Portfolio Holdings for Totem Point Management
Totem Point Management holds 18 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Cerebras Systems Com Cl A (CBRS) | 24.5 | $40M | 181k | 221.00 | |
| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 9.5 | $16M | 33k | 477.57 | |
| Lam Research Corp Com New (LRCX) | 9.0 | $15M | 34k | 433.33 | |
| NVIDIA Corporation (NVDA) | 8.3 | $14M | 68k | 200.09 | |
| Advanced Micro Devices (AMD) | 7.8 | $13M | 22k | 580.91 | |
| Teradyne (TER) | 6.5 | $11M | 22k | 483.84 | |
| Micron Technology (MU) | 5.5 | $9.0M | 7.8k | 1154.29 | |
| Lattice Semiconductor (LSCC) | 5.0 | $8.2M | 54k | 152.96 | |
| Nokia Corp Sponsored Adr (NOK) | 4.8 | $7.8M | 589k | 13.28 | |
| Marvell Technology (MRVL) | 4.7 | $7.8M | 26k | 297.89 | |
| S&p Global (SPGI) | 4.7 | $7.7M | 19k | 407.26 | |
| Ge Vernova (GEV) | 2.7 | $4.4M | 3.7k | 1174.86 | |
| Amkor Technology (AMKR) | 1.9 | $3.1M | 36k | 86.23 | |
| ON Semiconductor (ON) | 1.6 | $2.6M | 28k | 94.54 | |
| Western Digital (WDC) | 1.2 | $1.9M | 3.1k | 638.72 | |
| Spotify Technology S A SHS (SPOT) | 1.1 | $1.7M | 3.7k | 459.13 | |
| Bloom Energy Corp Com Cl A (BE) | 0.7 | $1.1M | 3.6k | 302.70 | |
| Take-Two Interactive Software (TTWO) | 0.5 | $783k | 3.1k | 249.98 |
