TOTEM POINT MANAGEMENT, LLC
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | ON | 136K | $8.40M |
 | HPE | 106K | $2.53M |
 | NVDA | 77K | $13.37M |
 | MRVL | 45K | $4.43M |
 | AMD | 42K | $8.59M |
 | LSCC | 35K | $3.25M |
 | TTWO | 24K | $4.65M |
 | TSM | 22K | $7.33M |
 | TER | 21K | $6.10M |
 | LRCX | 19K | $4.01M |
 | SPOT | 13K | $6.10M |
 | SPGI | 12K | $4.97M |
 | FWONK | 9K | $780.40K |
 | CME | 8K | $2.22M |
 | NBIS | 3K | $292.50K |
 | MU | 2K | $745.95K |
 | GEV | 715 | $624.12K |
ON Semiconductor Corporation
ON
Shares Held
136K
Value
$8.40M
Hewlett Packard Enterprise Company
HPE
Shares Held
106K
Value
$2.53M
NVIDIA Corporation
NVDA
Shares Held
77K
Value
$13.37M
Marvell Technology, Inc.
MRVL
Shares Held
45K
Value
$4.43M
Advanced Micro Devices, Inc.
AMD
Shares Held
42K
Value
$8.59M
Lattice Semiconductor Corporation
LSCC
Shares Held
35K
Value
$3.25M
Take-Two Interactive Software, Inc.
TTWO
Shares Held
24K
Value
$4.65M
Taiwan Semiconductor Manufacturing Company Limited
TSM
Shares Held
22K
Value
$7.33M
Teradyne, Inc.
TER
Shares Held
21K
Value
$6.10M
Lam Research Corporation
LRCX
Shares Held
19K
Value
$4.01M
Spotify Technology S.A.
SPOT
Shares Held
13K
Value
$6.10M
S&P Global Inc.
SPGI
Shares Held
12K
Value
$4.97M
Liberty Media Corporation
FWONK
Shares Held
9K
Value
$780.40K
CME Group Inc.
CME
Shares Held
8K
Value
$2.22M
Nebius Group N.V.
NBIS
Shares Held
3K
Value
$292.50K
Micron Technology, Inc.
MU
Shares Held
2K
Value
$745.95K
GE Vernova Inc.
GEV
Shares Held
715
Value
$624.12K