Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Totem Point Management, LLC (CIK 1759364) reported $78.4M across 17 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: NVDA ($13.4M, 17.06%), AMD ($8.6M, 10.96%), ON ($8.4M, 10.72%), TSM ($7.3M, 9.35%), TER ($6.1M, 7.78%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | $13.4M | 17.06% | 76,664 | Added |
| 2 | AMD | ADVANCED MICRO DEVICES INC | $8.6M | 10.96% | 42,236 | New |
| 3 | ON | ON SEMICONDUCTOR CORP | $8.4M | 10.72% | 135,687 | Added |
| 4 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | $7.3M | 9.35% | 21,681 | Trimmed |
| 5 | TER | TERADYNE INC | $6.1M | 7.78% | 20,567 | New |
| 6 | SPOT | SPOTIFY TECHNOLOGY S A | $6.1M | 7.78% | 12,576 | Trimmed |
| 7 | SPGI | S&P GLOBAL INC | $5.0M | 6.34% | 11,682 | Trimmed |
| 8 | TTWO | TAKE-TWO INTERACTIVE SOFTWAR | $4.6M | 5.93% | 23,524 | Trimmed |
| 9 | MRVL | MARVELL TECHNOLOGY INC | $4.4M | 5.66% | 44,747 | New |
| 10 | LRCX | LAM RESEARCH CORP | $4.0M | 5.11% | 18,747 | New |
| 11 | LSCC | LATTICE SEMICONDUCTOR CORP | $3.2M | 4.15% | 35,036 | New |
| 12 | HPE | HEWLETT PACKARD ENTERPRISE C | $2.5M | 3.22% | 106,124 | Trimmed |
| 13 | CME | CME GROUP INC | $2.2M | 2.83% | 7,503 | New |
| 14 | FWONK | LIBERTY MEDIA CORP DEL | $780,399 | 1.00% | 9,179 | Added |
| 15 | MU | MICRON TECHNOLOGY INC | $745,951 | 0.95% | 2,208 | Trimmed |
| 16 | GEV | GE VERNOVA INC | $624,124 | 0.80% | 715 | New |
| 17 | NBIS | NEBIUS GROUP N.V. | $292,499 | 0.37% | 2,819 | New |
| 18 | APP | APPLOVIN CORP | $0 | 0.00% | 0 | Exited |
| 19 | BILL | BILL HOLDINGS INC | $0 | 0.00% | 0 | Exited |
| 20 | BKNG | BOOKING HOLDINGS INC | $0 | 0.00% | 0 | Exited |
| 21 | AVGO | BROADCOM INC | $0 | 0.00% | 0 | Exited |
| 22 | MCO | MOODYS CORP | $0 | 0.00% | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31