13F-HR filed by Totem Point Management, LLC
Totem Point Management, LLC filed this 13F-HR for the quarter ended 2026-06-30, filed 2026-08-14, with 18 holding rows worth $163,467,905.
- Accession
- 0001759364-26-000010
- Filer
- CIK 1759364
- Filed
- 2026-08-14
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q2 2026
A holdings report, 18 entries on the cover page, a total value of $163,467,905 stated on the cover page (in dollars after the unit check, H1), rows summing to $163,467,905 with VALUE read as dollars as filed, 13F file number 028-19272. The quarter's positions are built on this report. The resolved quarter.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| CEREBRAS SYSTEMS INC COM CL A | 15675D103 | Stock | 180,953 | $39,990,613 | dollars as filed | |
| TAIWAN SEMICONDUCTOR MFG | 874039100 | SPONSORED ADS | 32,684 | $15,608,898 | dollars as filed | |
| Lam Research Corporation | 512807306 | COM | 33,914 | $14,695,954 | dollars as filed | |
| NVIDIA Corp | 67066G104 | COM | 67,858 | $13,577,707 | dollars as filed | |
| Advanced Micro Devices,Inc. | 007903107 | COM | 21,892 | $12,717,282 | dollars as filed | |
| TERADYNE INC COM | 880770102 | Stock | 22,032 | $10,659,963 | dollars as filed | |
| Micron Technology,Inc. | 595112103 | COM | 7,800 | $9,003,462 | dollars as filed | |
| LATTICE SEMICONDUCTOR CORP COM | 518415104 | Stock | 53,873 | $8,240,414 | dollars as filed | |
| NOKIA CORP | 654902204 | SPONSORED ADR | 588,923 | $7,820,897 | dollars as filed | |
| MARVELL TECHNOLOGY INC | 573874104 | COM | 26,039 | $7,756,758 | dollars as filed | |
| S&P Global,Inc. | 78409V104 | COM | 18,909 | $7,700,879 | dollars as filed | |
| GE Vernova Inc. | 36828A101 | COM | 3,740 | $4,393,976 | dollars as filed | |
| AMKOR TECHNOLOGY INC COM | 031652100 | Stock | 36,195 | $3,121,095 | dollars as filed | |
| ON SEMICONDUCTOR CORP COM | 682189105 | Stock | 27,955 | $2,642,866 | dollars as filed | |
| WESTERN DIGITAL CORP | 958102105 | COM | 3,052 | $1,949,373 | dollars as filed | |
| SPOTIFYTECHNOLOGYSAF | L8681T102 | STOK | 3,746 | $1,719,901 | dollars as filed | |
| BLOOM ENERGY CORP | 093712107 | COM | 3,585 | $1,085,180 | dollars as filed | |
| TAKE-TWO INTERACTIVE SOFTWARE COM | 874054109 | Stock | 3,131 | $782,687 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001759364-26-000010 | this filing | 2026-08-14 | acceptance time not in the bulk data set |