other names
  • TOTEM POINT MANAGEMENT, LLC
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Adviser Profile

Exempt Reporting Adviser

2B(3)- PF>150mn act solely as an adviser to private funds but you are no longer eligible to check box 2.B.(2) because you have assets under management, as defined in rule 203(m)-1, in the United States of $150 million or more

Private Fund GAV* 0
SMA’s No
Private Funds 0 3

Private Funds

Employees

Top Holdings

Stock Ticker Stock Name $ Position % Position $ Change # Change
Stck Ticker67066G104 Stock NameNVIDIA CORPORATION $ Position$13,370,202 % Position17.00% $ Change29.00% # Change38.00%
Stck Ticker682189105 Stock NameON SEMICONDUCTOR CORP $ Position$8,401,739 % Position11.00% $ Change26.00% # Change10.00%
Stck Ticker007903107 Stock NameADVANCED MICRO DEVICES INC $ Position$8,592,069 % Position11.00% $ Change # Change
Stck Ticker874039100 Stock NameTAIWAN SEMICONDUCTOR MANUFAC $ Position$7,327,094 % Position9.00% $ Change-37.00% # Change-43.00%
Stck TickerL8681T102 Stock NameSPOTIFY TECHNOLOGY S A $ Position$6,098,228 % Position8.00% $ Change-48.00% # Change-38.00%
Stck Ticker880770102 Stock NameTERADYNE INC $ Position$6,097,293 % Position8.00% $ Change # Change
Stck Ticker874054109 Stock NameTAKE-TWO INTERACTIVE SOFTWAR $ Position$4,645,990 % Position6.00% $ Change-54.00% # Change-40.00%
Stck Ticker78409V104 Stock NameS&P GLOBAL INC $ Position$4,968,822 % Position6.00% $ Change-58.00% # Change-48.00%
Stck Ticker573874104 Stock NameMARVELL TECHNOLOGY INC $ Position$4,432,190 % Position6.00% $ Change # Change
Stck Ticker512807306 Stock NameLAM RESEARCH CORP $ Position$4,005,484 % Position5.00% $ Change # Change