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Totem Point Management, LLC

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13F filer, CIK 1759364, New York, NY

Totem Point Management, LLC reported $163,467,905 across 18 holdings for the quarter ended 2026-06-30, in a 13F-HR filed 2026-08-14. Its ten largest share positions make up 85.69% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001759364-26-000010

Period
2026-06-30
Reported value
$163M
Holdings
18
Top 10 weight
85.69%
New
5
Sold out
4

Largest buys vs the previous quarter

SecurityShares changeApprox. value
CBRSnew+180,953$40M
NOKnew+588,923$7.82M
LRCXadded+15,167$6.57M
MUadded+5,592$6.45M
TSMadded+11,003$5.25M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
AMDreduced-20,344-$11.8M
ONreduced-107,732-$10.2M
MRVLreduced-18,708-$5.57M
TTWOreduced-20,393-$5.1M
SPOTreduced-8,830-$4.05M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q2 2026

Share positions as resolved from 13F-HR 0001759364-26-000010, largest first. % of portfolio is the value over $163,467,905, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
CBRSCEREBRAS SYSTEMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 180,953 shares 180,953$40M24.46%newTimeline
TSMTAIWAN SEMICONDUCTOR MANUFACQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 59,649 shares; 2024Q4: 58,016 shares; 2025Q1: 50,744 shares; 2025Q2: 40,518 shares; 2025Q3: 43,307 shares; 2025Q4: 38,096 shares; 2026Q1: 21,681 shares; 2026Q2: 32,684 shares 32,684$15.6M9.55%+11,003Timeline
LRCXLAM RESEARCH CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 18,747 shares; 2026Q2: 33,914 shares 33,914$14.7M8.99%+15,167Timeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 87,403 shares; 2024Q4: 55,157 shares; 2025Q1: 37,687 shares; 2025Q2: 66,014 shares; 2025Q3: 76,544 shares; 2025Q4: 55,442 shares; 2026Q1: 76,664 shares; 2026Q2: 67,858 shares 67,858$13.6M8.31%-8,806Timeline
AMDADVANCED MICRO DEVICES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 41,052 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 17,019 shares; 2025Q4: not reported; 2026Q1: 42,236 shares; 2026Q2: 21,892 shares 21,892$12.7M7.78%-20,344Timeline
TERTERADYNE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 20,567 shares; 2026Q2: 22,032 shares 22,032$10.7M6.52%+1,465Timeline
MUMICRON TECHNOLOGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 49,318 shares; 2025Q3: 58,483 shares; 2025Q4: 34,453 shares; 2026Q1: 2,208 shares; 2026Q2: 7,800 shares 7,800$9M5.51%+5,592Timeline
LSCCLATTICE SEMICONDUCTOR CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 35,036 shares; 2026Q2: 53,873 shares 53,873$8.24M5.04%+18,837Timeline
NOKNOKIA CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 588,923 shares 588,923$7.82M4.78%newTimeline
MRVLMARVELL TECHNOLOGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 58,052 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 44,747 shares; 2026Q2: 26,039 shares 26,039$7.76M4.75%-18,708Timeline
SPGIS&P GLOBAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,039 shares; 2024Q4: 25,800 shares; 2025Q1: 27,031 shares; 2025Q2: 20,083 shares; 2025Q3: 12,369 shares; 2025Q4: 22,579 shares; 2026Q1: 11,682 shares; 2026Q2: 18,909 shares 18,909$7.7M4.71%+7,227Timeline
GEVGE VERNOVA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 715 shares; 2026Q2: 3,740 shares 3,740$4.39M2.69%+3,025Timeline
AMKRAMKOR TECHNOLOGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 36,195 shares 36,195$3.12M1.91%newTimeline
ONON SEMICONDUCTOR CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,735 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 123,407 shares; 2026Q1: 135,687 shares; 2026Q2: 27,955 shares 27,955$2.64M1.62%-107,732Timeline
WDCWESTERN DIGITAL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,052 shares 3,052$1.95M1.19%newTimeline
SPOTSPOTIFY TECHNOLOGY S AQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,475 shares; 2024Q4: 20,815 shares; 2025Q1: 24,380 shares; 2025Q2: 14,397 shares; 2025Q3: 14,566 shares; 2025Q4: 20,336 shares; 2026Q1: 12,576 shares; 2026Q2: 3,746 shares 3,746$1.72M1.05%-8,830Timeline
BEBLOOM ENERGY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,585 shares 3,585$1.09M0.66%newTimeline
TTWOTAKE-TWO INTERACTIVE SOFTWARQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,199 shares; 2024Q4: 60,401 shares; 2025Q1: 62,435 shares; 2025Q2: 41,161 shares; 2025Q3: 42,951 shares; 2025Q4: 39,402 shares; 2026Q1: 23,524 shares; 2026Q2: 3,131 shares 3,131$783K0.48%-20,393Timeline

Sold out in Q2 2026

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
HPEHEWLETT PACKARD ENTERPRISE C106,124$2.53Mshares
CMECME GROUP INC7,503$2.22Mshares
FWONKLIBERTY MEDIA CORP DEL9,179$780Kshares
NBISNEBIUS GROUP N.V.2,819$292Kshares

How Q2 2026 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001759364-26-000010 base2026-08-14acceptance time not in the bulk data set