Stock Taper 
TOTEM POINT MANAGEMENT, LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Nokia Oyj | NOK | 588.92K | $7.82M |
 Cerebras Systems Inc. | CBRS | 180.95K | $39.99M |
 NVIDIA Corporation | NVDA | 67.86K | $13.58M |
 Lattice Semiconductor Corporation | LSCC | 53.87K | $8.24M |
 Amkor Technology, Inc. | AMKR | 36.2K | $3.12M |
 Lam Research Corporation | LRCX | 33.91K | $14.7M |
 Taiwan Semiconductor Manufacturing Company Limited | TSM | 32.68K | $15.61M |
 ON Semiconductor Corporation | ON | 27.95K | $2.64M |
 Marvell Technology, Inc. | MRVL | 26.04K | $7.76M |
 Teradyne, Inc. | TER | 22.03K | $10.66M |
 Advanced Micro Devices, Inc. | AMD | 21.89K | $12.72M |
 S&P Global Inc. | SPGI | 18.91K | $7.7M |
 Micron Technology, Inc. | MU | 7.8K | $9M |
 Spotify Technology S.A. | SPOT | 3.75K | $1.72M |
 GE Vernova Inc. | GEV | 3.74K | $4.39M |
 Bloom Energy Corporation | BE | 3.58K | $1.09M |
 Take-Two Interactive Software, Inc. | TTWO | 3.13K | $782.69K |
 Western Digital Corporation | WDC | 3.05K | $1.95M |