Holdings
Totem Point Management, LLC
As of Jun 30, 2026, Totem Point Management, LLC reported 17 positions worth US$162M. Largest: Cerebras Systems Inc., Taiwan Semiconductor Manufacturing Co., Ltd. and Lam Research Corporation. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Cerebras Systems Inc. | 181K | US$40M | new | Jun 30, 2026 |
| Taiwan Semiconductor Manufacturing Co., Ltd. | 32,684 | US$15.6M | +11,003 | Jun 30, 2026 |
| Lam Research Corporation | 33,914 | US$14.7M | +15,167 | Jun 30, 2026 |
| Nvidia Corporation | 67,858 | US$13.6M | −8,806 | Jun 30, 2026 |
| Advanced Micro Devices Inc | 21,892 | US$12.7M | −20,344 | Jun 30, 2026 |
| Teradyne, Inc. | 22,032 | US$10.7M | +1,465 | Jun 30, 2026 |
| Micron Technology, Inc. | 7,800 | US$9M | +5,592 | Jun 30, 2026 |
| Lattice Semiconductor Corporation | 53,873 | US$8.24M | +18,837 | Jun 30, 2026 |
| Nokia Oyj | 589K | US$7.82M | new | Jun 30, 2026 |
| Marvell Technology, Inc. | 26,039 | US$7.76M | −18,708 | Jun 30, 2026 |