Totem Point Management, LLC

New York, NY · CIK 1759364 · 13F filing filed 2026-08-14

SEC-registered investment adviser since 2019 · limited liability company

As an employer

$163.5m reported value +108.6% vs Q1 2026

18positions

85.7%in top 10

5 new 7 added 6 reduced 4 sold out vs Q1 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	CEREBRAS SYSTEMS INC COM CL A CBRS	CBRS	180,953	$40.0m24.46%	24.46%	New
2	TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS TSM	TSM	32,684	$15.6m9.55%	9.55%	Added +11.0k	+11,003 50.8%
3	LAM RESEARCH CORP COM NEW LRCX	LRCX	33,914	$14.7m8.99%	8.99%	Added +15.2k	+15,167 80.9%
4	NVIDIA CORPORATION COM NVDA	NVDA	67,858	$13.6m8.31%	8.31%	Reduced -8.8k	-8,806 -11.5%
5	ADVANCED MICRO DEVICES INC COM AMD	AMD	21,892	$12.7m7.78%	7.78%	Reduced -20.3k	-20,344 -48.2%
6	TERADYNE INC COM TER	TER	22,032	$10.7m6.52%	6.52%	Added +1.5k	+1,465 7.1%
7	MICRON TECHNOLOGY INC COM MU	MU	7,800	$9.0m5.51%	5.51%	Added +5.6k	+5,592 253.3%
8	LATTICE SEMICONDUCTOR CORP COM LSCC	LSCC	53,873	$8.2m5.04%	5.04%	Added +18.8k	+18,837 53.8%
9	NOKIA CORP SPONSORED ADR NOK	NOK	588,923	$7.8m4.78%	4.78%	New
10	MARVELL TECHNOLOGY INC COM MRVL	MRVL	26,039	$7.8m4.75%	4.75%	Reduced -18.7k	-18,708 -41.8%
11	S&P GLOBAL INC COM SPGI	SPGI	18,909	$7.7m4.71%	4.71%	Added +7.2k	+7,227 61.9%
12	GE VERNOVA INC COM GEV	GEV	3,740	$4.4m2.69%	2.69%	Added +3.0k	+3,025 423.1%
13	AMKOR TECHNOLOGY INC COM AMKR	AMKR	36,195	$3.1m1.91%	1.91%	New
14	ON SEMICONDUCTOR CORP COM ON	ON	27,955	$2.6m1.62%	1.62%	Reduced -107.7k	-107,732 -79.4%
15	WESTERN DIGITAL CORP COM WDC	WDC	3,052	$1.9m1.19%	1.19%	New
16	SPOTIFY TECHNOLOGY S A SHS SPOT	SPOT	3,746	$1.7m1.05%	1.05%	Reduced -8.8k	-8,830 -70.2%
17	BLOOM ENERGY CORP COM CL A BE	BE	3,585	$1.1m0.66%	0.66%	New
18	TAKE-TWO INTERACTIVE SOFTWAR COM TTWO	TTWO	3,131	$782.7k0.48%	0.48%	Reduced -20.4k	-20,393 -86.7%

Security	Ticker	Shares held before	Value then
HEWLETT PACKARD ENTERPRISE C HPE	HPE	106,124	$2.5m106.1k shares
CME GROUP INC CME	CME	7,503	$2.2m7.5k shares
LIBERTY MEDIA CORP DEL FWONK	FWONK	9,179	$780.4k9.2k shares
NEBIUS GROUP N.V. NBIS	NBIS	2,819	$292.5k2.8k shares