Long-term investor
Totem Point Management, LLC @totempointmanagementllc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001759364).
Record
- Tracked since 2025-06-30 (462 days), 70 trades recorded
- Returns: week n/a · month n/a · 90 days -10.2% · 6 months +77.2% · 1 year +149.3% · all +149.3%
- Max drawdown n/a · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- CBRS · 24.5% · long · since 2026-06-30
- TSM · 9.5% · long · since 2025-06-30
- 512807306 · 9.0% · long · since 2026-03-31
- NVDA · 8.3% · long · since 2025-06-30
- AMD · 7.8% · long · since 2025-09-30
- TER · 6.5% · long · since 2026-03-31
- MU · 5.5% · long · since 2025-06-30
- LSCC · 5.0% · long · since 2026-03-31
- NOK · 4.8% · long · since 2026-06-30
- MRVL · 4.7% · long · since 2026-03-31
- SPGI · 4.7% · long · since 2025-06-30
- GEV · 2.7% · long · since 2026-03-31