Universe · entity
Totem Point Management, LLC
Institutional manager (13F) · CIK 1759364
13F holdings · as of 2026-03-31 · top 17 · reported portfolio $78M
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | NVIDIA CORPORATION | $13M | 76,664 |
| 2 | ADVANCED MICRO DEVICES INC | $9M | 42,236 |
| 3 | ON SEMICONDUCTOR CORP | $8M | 135,687 |
| 4 | TAIWAN SEMICONDUCTOR MANUFAC | $7M | 21,681 |
| 5 | SPOTIFY TECHNOLOGY S A | $6M | 12,576 |
| 6 | TERADYNE INC | $6M | 20,567 |
| 7 | S&P GLOBAL INC | $5M | 11,682 |
| 8 | TAKE-TWO INTERACTIVE SOFTWAR | $5M | 23,524 |
| 9 | MARVELL TECHNOLOGY INC | $4M | 44,747 |
| 10 | LAM RESEARCH CORP | $4M | 18,747 |
| 11 | LATTICE SEMICONDUCTOR CORP | $3M | 35,036 |
| 12 | HEWLETT PACKARD ENTERPRISE C | $3M | 106,124 |
| 13 | CME GROUP INC | $2M | 7,503 |
| 14 | LIBERTY MEDIA CORP DEL | $780k | 9,179 |
| 15 | MICRON TECHNOLOGY INC | $746k | 2,208 |
| 16 | GE VERNOVA INC | $624k | 715 |
| 17 | NEBIUS GROUP N.V. | $292k | 2,819 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.