Totem Point Management, LLC - Portfolio overview

Totem Point Management, LLC has 25 reported holdings in this dataset, with the latest filing dated 2026-05-15.

Its largest classified asset exposures are stocks.

Its largest classified sector exposures are Technology and Communication Services.

Largest reported holdings by portfolio allocation

  1. NVDA - NVIDIA CORPORATION, 10.75%
  2. AMD - ADVANCED MICRO DEVICES INC, 6.91%
  3. RBLX - ROBLOX CORP, 6.88%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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