Totem Point Management, LLC — 13F holdings

Totem Point Management, LLC reported 18 holdings worth $163M in its 13F filing for Q2 2026, filed August 14, 2026.

Largest positions

  1. CBRS CEREBRAS SYSTEMS INC — $40.0M (24.5%)
  2. TSM TAIWAN SEMICONDUCTOR MFG LTD — $15.6M (9.5%)
  3. LRCX LAM RESEARCH CORP — $14.7M (9.0%)
  4. NVDA NVIDIA CORPORATION — $13.6M (8.3%)
  5. AMD ADVANCED MICRO DEVICES INC — $12.7M (7.8%)
  6. TER TERADYNE INC — $10.7M (6.5%)
  7. MU MICRON TECHNOLOGY INC — $9.00M (5.5%)
  8. LSCC LATTICE SEMICONDUCTOR CORP — $8.24M (5.0%)
  9. NOK NOKIA CORP — $7.82M (4.8%)
  10. MRVL MARVELL TECHNOLOGY INC — $7.76M (4.7%)