Totem Point Management, LLC 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
TP Totem Point Management, LLC | Institutional Filer | ▼ 21.81% | $78.4M | 17 |
Current Portfolio Holdings
Showing all 17 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA Corporation | Technology | 77K | $13.4M | 17.06% |
| 2 | AMD | Advanced Micro Devices, Inc. | Technology | 42K | $8.6M | 10.96% |
| 3 | ON | ON Semiconductor Corporation | Technology | 136K | $8.4M | 10.72% |
| 4 | TSM | Taiwan Semiconductor Manufacturing Company Limited | Technology | 22K | $7.3M | 9.35% |
| 5 | SPOT | Spotify Technology S.A. | Communication Services | 13K | $6.1M | 7.78% |
| 6 | TER | Teradyne, Inc. | Technology | 21K | $6.1M | 7.78% |
| 7 | SPGI | S&P Global Inc. | Financial Services | 12K | $5.0M | 6.34% |
| 8 | TTWO | Take-Two Interactive Software, Inc. | Technology | 24K | $4.6M | 5.93% |
| 9 | MRVL | Marvell Technology, Inc. | Technology | 45K | $4.4M | 5.66% |
| 10 | LRCX | Lam Research Corporation | Technology | 19K | $4.0M | 5.11% |
| 11 | LSCC | Lattice Semiconductor Corporation | Technology | 35K | $3.2M | 4.15% |
| 12 | HPE | Hewlett Packard Enterprise Company | Technology | 106K | $2.5M | 3.22% |
| 13 | CME | CME Group Inc. | Financial Services | 8K | $2.2M | 2.83% |
| 14 | FWONK | Formula One Group | Communication Services | 9K | $780K | 1.00% |
| 15 | MU | Micron Technology, Inc. | Technology | 2K | $746K | 0.95% |
Showing 1 to 15 of 17 holdings