SEC Form 13F

Totem Point Management, LLC 13F Holdings

Report period2026-06-30
Publicly available2026-08-15
Reported value$163,467,905
Positions18

Largest disclosed positions

IssuerTickerClassReported valueReported amount
CEREBRAS SYSTEMS INCCBRSCOM CL A$39,990,613180,953
TAIWAN SEMICONDUCTOR MANUFACTSMSPONSORED ADS$15,608,89832,684
LAM RESEARCH CORPLRCXCOM NEW$14,695,95433,914
NVIDIA CORPORATIONNVDACOM$13,577,70767,858
ADVANCED MICRO DEVICES INCAMDCOM$12,717,28221,892
TERADYNE INCTERCOM$10,659,96322,032
MICRON TECHNOLOGY INCMUCOM$9,003,4627,800
LATTICE SEMICONDUCTOR CORPLSCCCOM$8,240,41453,873
NOKIA CORPNOKSPONSORED ADR$7,820,897588,923
MARVELL TECHNOLOGY INCMRVLCOM$7,756,75826,039

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

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