§ 13F · FUND PROFILE
Totem Point Management, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $112M (13F)Positions · 15Turnover · — · Q1Filed · May 15, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$30M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 15, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | 77K | $13M | 17.1% | +38% |
| 2 | AMD | ADVANCED MICRO DEVICES INC | 42K | $9M | 11.0% | NEW |
| 3 | ON | ON SEMICONDUCTOR CORP | 136K | $8M | 10.7% | +10% |
| 4 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | 22K | $7M | 9.3% | −43% |
| 5 | SPOT | SPOTIFY TECHNOLOGY S A | 13K | $6M | 7.8% | −38% |
| 6 | TER | TERADYNE INC | 21K | $6M | 7.8% | NEW |
| 7 | SPGI | S&P GLOBAL INC | 12K | $5M | 6.3% | −48% |
| 8 | TTWO | TAKE-TWO INTERACTIVE SOFTWAR | 24K | $5M | 5.9% | −40% |
| 9 | MRVL | MARVELL TECHNOLOGY INC | 45K | $4M | 5.7% | NEW |
| 10 | LRCX | LAM RESEARCH CORP | 19K | $4M | 5.1% | NEW |
§ 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 $112 million in assets. The fund runs a focused portfolio of just 15 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed