account_balance
Investment manager · 13F filer · SEC CIK 1759364
Totem Point Management, LLC
Reported value$163Mas of Jun 30, 2026
Positions18 5 new, 4 sold out
Top 10 weight85.7%CBRS alone is 24%
FiledAug 1445 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
CBRSCerebras Systems Inc.
24.5%New
TSMTaiwan Semiconductor Manufacturing Co Ltd
9.5%Added +51%
LRCXLam Research Corp
9.0%Added +81%
NVDANVIDIA Corp
8.3%Trimmed −11%
AMDAdvanced Micro Devices Inc
7.8%Trimmed −48%
TERTeradyne, Inc
6.5%Added +7%
MUMicron Technology Inc
5.5%Added +253%
LSCCLattice Semiconductor Corp
5.0%Added +54%
NOKNokia Corp
4.8%New
MRVLMarvell Technology, Inc.
4.7%−42%
SPGIS&P Global Inc.
4.7%+62%
GEV2.7%CBRSCerebras Systems Inc.
24.5%New
TSMTaiwan Semiconductor Manufacturing Co Ltd
9.5%
LRCXLam Research Corp
9.0%
NVDANVIDIA Corp
8.3%
AMDAdvanced Micro Devices Inc
7.8%−48%
TERTeradyne, Inc
6.5%
MUMicron Technology Inc
5.5%
LSCCLattice Semiconductor Corp
5.0%
NOK4.8%MRVL4.7%SPGI4.7%GEVBoxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
CBRS Cerebras Systems Inc. 24.5% NewTSM Taiwan Semiconductor Manufacturing Co Ltd 9.5% Added +51%LRCX Lam Research Corp 9.0% Added +81%NVDA NVIDIA Corp 8.3% Trimmed −11%AMD Advanced Micro Devices Inc 7.8% Trimmed −48%TER Teradyne, Inc 6.5% Added +7%MU Micron Technology Inc 5.5% Added +253%LSCC Lattice Semiconductor Corp 5.0% Added +54%NOK Nokia Corp 4.8% NewMRVL Marvell Technology, Inc. 4.7% Trimmed −42%SPGI S&P Global Inc. 4.7% Added +62%GEV GE Vernova Inc. 2.7% Added +423%
What changed
Biggest moves since Mar 31, 2026
Free weekly email
Each week's biggest real insider buys, cluster buys and fund moves, every one dated. One email a week. Unsubscribe in one click.