Investor
Totem Point Management, LLC
CIK 0001759364 · filed 2026-05-15 · SEC filing
13F book
$78.4M
Positions
17
8 new · 5 sold
Largest name
17.1%
Nvidia Corp · NVDA
Est. mark
−$2.68M
Price effect on 9 names still held. Flow −$19.2M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Nvidia Corp | NVDA | 76.7K | $13.4M | 17.1% | −$670.8K | Added$3.03M |
| Advanced Micro Devices Inc | AMD | 42.2K | $8.59M | 11.0% | — | New |
| On Semiconductor Corp | ON | 135.7K | $8.4M | 10.7% | $958.9K | Added$1.72M |
| Taiwan Semiconductor Mfg Ltd | — | 21.7K | $7.33M | 9.3% | $738.5K | Cut−$4.25M |
| Spotify Technology S.A. | SPOT | 12.6K | $6.1M | 7.8% | −$1.2M | Cut−$5.71M |
| Teradyne, Inc | TER | 20.6K | $6.1M | 7.8% | — | New |
| S&P Global Inc. | SPGI | 11.7K | $4.97M | 6.3% | −$1.14M | Cut−$6.83M |
| Take-Two Interactive Softwar | — | 23.5K | $4.65M | 5.9% | −$1.38M | Cut−$5.44M |
| Marvell Technology, Inc. | MRVL | 44.7K | $4.43M | 5.7% | — | New |
| Lam Research Corp | LRCX | 18.7K | $4.01M | 5.1% | — | New |
| Lattice Semiconductor Corp | LSCC | 35K | $3.25M | 4.1% | — | New |
| Hewlett Packard Enterprise C | — | 106.1K | $2.53M | 3.2% | −$22.3K | Cut−$7.24M |
| Cme Group Inc. | CME | 7.5K | $2.22M | 2.8% | — | New |
| Liberty Media Corp Del | — | 9.18K | $780.4K | 1.0% | −$78.1K | Added$210.1K |
| Micron Technology Inc | MU | 2.21K | $746K | 1.0% | $115.8K | Cut−$9.09M |
| GE Vernova Inc. | GEV | 715 | $624.1K | 0.8% | — | New |
| Nebius Group N.V. | NBIS | 2.82K | $292.5K | 0.4% | — | New |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.