§ 13F · FUND PROFILE
Totem Point Management, LLC.
AUM · $163M (13F)Positions · 18Turnover · n/a · Q2Filed · Aug 14, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$54M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 14, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | CBRS | CEREBRAS SYSTEMS INC | 181K | $40M | 24.5% | NEW |
| 2 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | 33K | $16M | 9.5% | +51% |
| 3 | LRCX | LAM RESEARCH CORP | 34K | $15M | 9.0% | +81% |
| 4 | NVDA | NVIDIA CORPORATION | 68K | $14M | 8.3% | −11% |
| 5 | AMD | ADVANCED MICRO DEVICES INC | 22K | $13M | 7.8% | −48% |
| 6 | TER | TERADYNE INC | 22K | $11M | 6.5% | +7% |
| 7 | MU | MICRON TECHNOLOGY INC | 8K | $9M | 5.5% | +253% |
| 8 | LSCC | LATTICE SEMICONDUCTOR CORP | 54K | $8M | 5.0% | +54% |
| 9 | NOK | NOKIA CORP | 589K | $8M | 4.8% | NEW |
| 10 | MRVL | MARVELL TECHNOLOGY INC | 26K | $8M | 4.7% | −42% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE TOTEM SIGNAL
AC read
Totem Point Management, LLC is a Other fund managing $163 million in assets. The fund runs a focused portfolio of just 18 positions.
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