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STEVEN TIGER

Totem Point Management, Llc

Assets Managed
$78.375M
Holdings
17
Last Quarter
2026 - Q1
Filed Date
20d ago
Growth Rate
-21.8%(2Q avg: -16.21%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Totem Point Management, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 17 positions.

Assets under management

The assets under management (AUM) of Totem Point Management, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 78.375M in assets, with a quarterly growth rate of -21.8% and a 2-quarter average growth rate of -16.21%. The portfolio is managed by STEVEN TIGER, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
NVDA
Nvidia Corp
Recent Activity
Increased 38.28%
17.06%
$13.37M
76,664 shares@ $174.41 avg price
AMD
Advanced Micro Devices
Recent Activity
New Position
10.97%
$8.592M
42,236 shares@ $203.43 avg price
ON
On Semiconductor
Recent Activity
Increased 9.96%
10.72%
$8.402M
135,687 shares@ $61.92 avg price
TSM
Taiwan Semiconductor-sp Adr
Recent Activity
Decreased -43.08%
9.35%
$7.327M
21,681 shares@ $337.96 avg price
SPOT
Spotify Technology Sa
Recent Activity
Decreased -38.15%
7.79%
$6.098M
12,576 shares@ $484.91 avg price
TER
Teradyne Inc
Recent Activity
New Position
7.78%
$6.097M
20,567 shares@ $296.47 avg price
SPGI
S&p Global Inc
Recent Activity
Decreased -48.26%
6.34%
$4.969M
11,682 shares@ $425.35 avg price
TTWO
Take-two Interactive Softwre
Recent Activity
Decreased -40.29%
5.93%
$4.646M
23,524 shares@ $197.5 avg price
MRVL
Marvell Technology Inc
Recent Activity
New Position
5.66%
$4.432M
44,747 shares@ $99.05 avg price
LRCX
Lam Research Corp
Recent Activity
New Position
5.12%
$4.005M
18,747 shares@ $213.66 avg price

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