Totem Point Management, LLC Top Holdings and 13F Report (2026) About Totem Point Management, LLCInvestment ActivityTotem Point Management, LLC has $78.37 million in total holdings as of March 31, 2026.Totem Point Management, LLC owns shares of 17 different stocks, but just 9 companies or ETFs make up 80% of its holdings.Approximately 43.71% of the portfolio was purchased this quarter.About 67.49% of the portfolio was sold this quarter.This quarter, Totem Point Management, LLC has purchased 14 new stocks and bought additional shares in 3 stocks.Totem Point Management, LLC sold shares of 6 stocks and completely divested from 5 stocks this quarter.Largest Holdings NVIDIA $13,370,202Advanced Micro Devices $8,592,069onsemi $8,401,739Taiwan Semiconductor Manufacturing $7,327,094Spotify Technology $6,098,228 Largest New Holdings this Quarter 007903107 - Advanced Micro Devices $8,592,069 Holding880770102 - Teradyne $6,097,293 Holding573874104 - Marvell Technology $4,432,190 Holding512807306 - LAM RESEARCH CORP $4,005,484 Holding518415104 - Lattice Semiconductor $3,249,939 Holding Largest Purchases this Quarter Advanced Micro Devices 42,236 shares (about $8.59M)Teradyne 20,567 shares (about $6.10M)Marvell Technology 44,747 shares (about $4.43M)LAM RESEARCH CORP 18,747 shares (about $4.01M)NVIDIA 21,222 shares (about $3.70M) Largest Sales this Quarter Micron Technology 32,245 shares (about $10.89M)Hewlett Packard Enterprise 300,382 shares (about $7.15M)Taiwan Semiconductor Manufacturing 16,415 shares (about $5.55M)S&P Global 10,897 shares (about $4.63M)Spotify Technology 7,760 shares (about $3.76M) Sector Allocation Over TimeMap of 500 Largest Holdings ofTotem Point Management, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorNVDANVIDIA$13,370,202$3,701,117 â–²38.3%76,66417.1%Computer and TechnologyAMDAdvanced Micro Devices$8,592,069$8,592,069 â–²New Holding42,23611.0%Computer and TechnologyONonsemi$8,401,739$760,378 â–²10.0%135,68710.7%Computer and TechnologyTSMTaiwan Semiconductor Manufacturing$7,327,094$5,547,449 â–¼-43.1%21,6819.3%Computer and TechnologySPOTSpotify Technology$6,098,228$3,762,902 â–¼-38.2%12,5767.8%Computer and TechnologyTERTeradyne$6,097,293$6,097,293 â–²New Holding20,5677.8%Computer and TechnologySPGIS&P Global$4,968,822$4,634,930 â–¼-48.3%11,6826.3%FinanceTTWOTake-Two Interactive Software$4,645,990$3,135,905 â–¼-40.3%23,5245.9%Consumer DiscretionaryMRVLMarvell Technology$4,432,190$4,432,190 â–²New Holding44,7475.7%Computer and TechnologyLAM RESEARCH CORP$4,005,484$4,005,484 â–²New Holding18,7475.1%COM NEWLSCCLattice Semiconductor$3,249,939$3,249,939 â–²New Holding35,0364.1%Computer and TechnologyHPEHewlett Packard Enterprise$2,526,812$7,152,094 â–¼-73.9%106,1243.2%Computer and TechnologyCMECME Group$2,216,011$2,216,011 â–²New Holding7,5032.8%FinanceFWONKLiberty Media Corporation - Liberty Formula One Series C$780,399$288,218 â–²58.6%9,1791.0%Consumer DiscretionaryMUMicron Technology$745,951$10,893,655 â–¼-93.6%2,2081.0%Computer and TechnologyGE VERNOVA INC$624,124$624,124 â–²New Holding7150.8%COMYNDXYandex$292,499$292,499 â–²New Holding2,8190.4%Computer and TechnologyBILLBILL$0$8,459,154 â–¼-100.0%00.0%Computer and TechnologyBKNGBooking$0$4,198,579 â–¼-100.0%00.0%Retail/WholesaleMCOMoody's$0$2,019,390 â–¼-100.0%00.0%FinanceAPPLOVIN CORP$0$1,655,576 â–¼-100.0%00.0%COM CL AAVGOBroadcom$0$1,433,892 â–¼-100.0%00.0%Computer and TechnologyShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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