Totem Point Management, LLC
Totem Point Management, LLC reported 18 positions worth $163.5M as of June 30, 2026 (13F filed August 14, 2026). Largest holding: CBRS (24.5%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | CBRS | SH | $40.0M | 24.46% | 180,953 | — | — | |
| ▸ 2 | TSM | SH | $15.6M | 9.55% | 32,684 | — | — | |
| ▸ 3 | LRCX | SH | $14.7M | 8.99% | 33,914 | — | — | |
| ▸ 4 | NVDA | SH | $13.6M | 8.31% | 67,858 | — | — | |
| ▸ 5 | AMD | SH | $12.7M | 7.78% | 21,892 | — | — | |
| ▸ 6 | TER | SH | $10.7M | 6.52% | 22,032 | — | — | |
| ▸ 7 | MU | SH | $9.0M | 5.51% | 7,800 | — | — | |
| ▸ 8 | LSCC | SH | $8.2M | 5.04% | 53,873 | — | — | |
| ▸ 9 | NOK | SH | $7.8M | 4.78% | 588,923 | — | — | |
| ▸ 10 | MRVL | SH | $7.8M | 4.75% | 26,039 | — | — |
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Frequently Asked Questions
What stocks does Totem Point Management, LLC hold as of Q2 2026?
Totem Point Management, LLC reported 18 positions worth $163.5M in its Q2 2026 13F filing. Largest positions: CBRS (24.5%), TSM (9.5%), LRCX (9.0%), NVDA (8.3%) and AMD (7.8%).
What did Totem Point Management, LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Totem Point Management, LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.