Totem Point Management, LLC
Net buyer this quarter
$163M
18
+$35.8M
85.7%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 CBRS | $40M | 24.46% | Not reported | New | Q2 2026 |
 TSM | $15.6M | 9.55% | 0.00% | +50.8% | Q1 2024 |
 LRCX | $14.7M | 8.99% | 0.00% | +80.9% | Q1 2021 |
 NVDA | $13.6M | 8.31% | 0.00% | -11.5% | Q1 2020 |
 AMD | $12.7M | 7.78% | 0.00% | -48.2% | Q1 2019 |
 TER | $10.7M | 6.52% | 0.01% | +7.1% | Q1 2026 |
 MU | $9M | 5.51% | 0.00% | +253.3% | Q2 2019 |
 LSCC | $8.24M | 5.04% | 0.04% | +53.8% | Q1 2023 |
 NOK | $7.82M | 4.78% | 0.01% | New | Q2 2026 |
 MRVL | $7.76M | 4.75% | 0.00% | -41.8% | Q2 2020 |
 SPGI | $7.7M | 4.71% | 0.01% | +61.9% | Q4 2018 |
 GEV | $4.39M | 2.69% | 0.00% | +423.1% | Q1 2026 |
 AMKR | $3.12M | 1.91% | 0.01% | New | Q2 2026 |
 ON | $2.64M | 1.62% | 0.01% | -79.4% | Q2 2022 |
 WDC | $1.95M | 1.19% | 0.00% | Not reported | Q2 2022 |
 SPOT | $1.72M | 1.05% | 0.00% | -70.2% | Q1 2024 |
 BE | $1.09M | 0.66% | 0.00% | New | Q2 2026 |
 TTWO | $783K | 0.48% | 0.00% | -86.7% | Q1 2023 |
| Q1 2026 | |||||
| NVDA | $13.4M | 17.06% | 0.00% | +38.3% | Q1 2020 |
| AMD | $8.59M | 10.96% | 0.00% | Not reported | Q1 2019 |
| ON | $8.4M | 10.72% | 0.03% | +10.0% | Q2 2022 |
| TSM | $7.33M | 9.35% | 0.00% | -43.1% | Q1 2024 |
| SPOT | $6.1M | 7.78% | 0.01% | -38.2% | Q1 2024 |
| TER | $6.1M | 7.78% | 0.01% | New | Q1 2026 |
| SPGI | $4.97M | 6.34% | 0.00% | -48.3% | Q4 2018 |
| TTWO | $4.65M | 5.93% | 0.01% | -40.3% | Q1 2023 |
| MRVL | $4.43M | 5.66% | 0.01% | Not reported | Q2 2020 |
| LRCX | $4.01M | 5.11% | 0.00% | Not reported | Q1 2021 |
| LSCC | $3.25M | 4.15% | 0.03% | Not reported | Q1 2023 |
 HPE | $2.53M | 3.22% | 0.01% | -73.9% | Q4 2025 |
 CME | $2.22M | 2.83% | 0.00% | New | Q1 2026 |
 FWONK | $780K | 1.00% | Not reported | +58.6% | Q4 2025 |
| MU | $746K | 0.95% | 0.00% | -93.6% | Q2 2019 |
| GEV | $624K | 0.80% | 0.00% | New | Q1 2026 |
 NBIS | $292K | 0.37% | 0.00% | New | Q1 2026 |
| Q4 2025 | |||||
| SPOT | $11.8M | 11.78% | 0.01% | +39.6% | Q1 2024 |
| SPGI | $11.8M | 11.77% | 0.01% | +82.6% | Q4 2018 |
| TSM | $11.6M | 11.55% | 0.00% | -12.0% | Q1 2024 |
| NVDA | $10.3M | 10.32% | 0.00% | -27.6% | Q1 2020 |
| TTWO | $10.1M | 10.06% | 0.02% | -8.3% | Q1 2023 |
| MU | $9.83M | 9.81% | 0.00% | -41.1% | Q2 2019 |
| HPE | $9.76M | 9.74% | 0.03% | New | Q4 2025 |
 BILL | $8.46M | 8.44% | 0.15% | +117.8% | Q2 2020 |
| ON | $6.68M | 6.67% | 0.03% | Not reported | Q2 2022 |
 BKNG | $4.2M | 4.19% | 0.00% | +4.7% | Q3 2024 |
 MCO | $2.02M | 2.01% | 0.00% | Not reported | Q2 2019 |
 APP | $1.66M | 1.65% | 0.00% | -66.4% | Q3 2025 |
 AVGO | $1.43M | 1.43% | 0.00% | -82.5% | Q1 2025 |
| FWONK | $570K | 0.57% | Not reported | New | Q4 2025 |
| Q3 2025 | |||||
| NVDA | $14.3M | 12.73% | 0.00% | +16.0% | Q1 2020 |
| TSM | $12.1M | 10.79% | 0.00% | +6.9% | Q1 2024 |
| TTWO | $11.1M | 9.89% | 0.02% | +4.4% | Q1 2023 |
| SPOT | $10.2M | 9.07% | 0.01% | +1.2% | Q1 2024 |
| MU | $9.79M | 8.73% | 0.01% | +18.6% | Q2 2019 |
 RBLX | $8.56M | 7.63% | 0.01% | -27.1% | Q1 2025 |
 SE | $7.86M | 7.01% | 0.02% | -29.2% | Q3 2020 |
| AVGO | $7.82M | 6.98% | 0.00% | -25.0% | Q1 2025 |
| SPGI | $6.02M | 5.37% | 0.00% | -38.4% | Q4 2018 |
| APP | $5.25M | 4.68% | 0.00% | New | Q3 2025 |
 MMYT | $4.4M | 3.92% | Not reported | +31.2% | Q1 2024 |
 SNDK | $4.25M | 3.79% | 0.03% | New | Q3 2025 |
| BKNG | $4.04M | 3.61% | 0.00% | -12.6% | Q3 2024 |
| BILL | $3.77M | 3.36% | 0.07% | Not reported | Q2 2020 |
| AMD | $2.75M | 2.46% | 0.00% | Not reported | Q1 2019 |