Institutional Fund
Totem Point Management, LLC
New York, NYCIK 17593645 filings on record
Portfolio Value
$78.37M
Q1 2026
Holdings
17
Reported positions
New Buys
8
Opened this quarter
QoQ Change
-21.8%
from $100.23M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Nvidia Corporation17.1%
- Advanced Micro Devices Inc11.0%
- On Semiconductor Corp10.7%
- Taiwan Semiconductor Mfg Ltd9.3%
- Spotify Technology S A7.8%
- Teradyne Inc7.8%
- Other36.3%
Portfolio Holdings
17 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Nvidia Corporation | 76.7K | $13.37M | 17.1% | +21.2K | Added |
| 2 | Advanced Micro Devices Inc | 42.2K | $8.59M | 11.0% | +42.2K | New |
| 3 | On Semiconductor Corp | 135.7K | $8.40M | 10.7% | +12.3K | Added |
| 4 | Taiwan Semiconductor Mfg Ltd | 21.7K | $7.33M | 9.3% | −16.4K | Reduced |
| 5 | Spotify Technology S A | 12.6K | $6.10M | 7.8% | −7.8K | Reduced |
| 6 | Teradyne Inc | 20.6K | $6.10M | 7.8% | +20.6K | New |
| 7 | S&P Global Inc | 11.7K | $4.97M | 6.3% | −10.9K | Reduced |
| 8 | Take-Two Interactive Softwar | 23.5K | $4.65M | 5.9% | −15.9K | Reduced |
| 9 | Marvell Technology Inc | 44.7K | $4.43M | 5.7% | +44.7K | New |
| 10 | Lam Research Corp | 18.7K | $4.01M | 5.1% | +18.7K | New |
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