Totem Point Management, LLC: 13F holdings
CIK 17593642026Q2
| Positions | 18 |
|---|
| Reported value | $163.5m |
|---|
| Filed | 2026-08-14 |
|---|
Change since last quarter
| Positions | 18 (+1 vs prior quarter) |
|---|
| Reported value | $163.5m (+108.6%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| CBRS CEREBRAS SYSTEMS INC | 180,953 | $40.0m | 24.5% |
| TSM TAIWAN SEMICONDUCTOR MANUFAC | 32,684 | $15.6m | 9.5% |
| LRCX LAM RESEARCH CORP | 33,914 | $14.7m | 9.0% |
| NVDA NVIDIA CORPORATION | 67,858 | $13.6m | 8.3% |
| AMD ADVANCED MICRO DEVICES INC | 21,892 | $12.7m | 7.8% |
| TER TERADYNE INC | 22,032 | $10.7m | 6.5% |
| MU MICRON TECHNOLOGY INC | 7,800 | $9.0m | 5.5% |
| LSCC LATTICE SEMICONDUCTOR CORP | 53,873 | $8.2m | 5.0% |
| NOK NOKIA CORP | 588,923 | $7.8m | 4.8% |
| MRVL MARVELL TECHNOLOGY INC | 26,039 | $7.8m | 4.7% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1759364")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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