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Disclosery

Totem Point Management, LLC: MU position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Totem Point Management, LLC on MU, newest first. How the timeline and the estimate are built.

Totem Point Management, LLC held 7,800 MU shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 7,800 shares
    Change vs previous 13F +5,592 shares

    5.51% of the 13F portfolio, value $9,003,462.

    13F-HR 0001759364-26-000010 filed by Totem Point Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 2,208 shares
    Change vs previous 13F -32,245 shares

    0.95% of the 13F portfolio, value $745,951.

    13F-HR 0001759364-26-000004 filed by Totem Point Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 34,453 shares
    Change vs previous 13F -24,030 shares

    9.81% of the 13F portfolio, value $9,833,231.

    13F-HR 0001759364-26-000002 filed by Totem Point Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 58,483 shares
    Change vs previous 13F +9,165 shares

    8.73% of the 13F portfolio, value $9,785,376.

    13F-HR 0001759364-25-000005 filed by Totem Point Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 49,318 shares
    Change vs previous 13F +49,318 shares

    6.4% of the 13F portfolio, value $6,078,444.

    13F-HR 0001759364-25-000004 filed by Totem Point Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2024-09-30
    13F 0 shares
    Change vs previous 13F not available

    13F-HR 0001759364-24-000006 filed by Totem Point Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

    Exited: the 13F for this period no longer lists the position.