Position in CBRS
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$39,990,613
New position
Shares Held
180,953
first reported quarter
Ownership
0.076%
of shares outstanding
% of Portfolio
24.46%
of 13F equity value
Holder Rank
#64
of 409 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Semiconductors
Technology · as of Jun 30, 2026Totem Point Management, LLC holds $109,537,996 across 8 Semiconductors names. CBRS ranks #1 (36.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CBRS |
Cerebras Systems Inc.
This page
|
180,953 | $39,990,613 | |
| 2 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
32,684 | $15,608,897 | |
| 3 | NVDA |
Nvidia Corp
|
67,858 | $13,577,707 | |
| 4 | AMD |
Advanced Micro Devices Inc
|
21,892 | $12,717,281 | |
| 5 | MU |
Micron Technology Inc
|
7,800 | $9,003,462 | |
| 6 | LSCC |
Lattice Semiconductor Corp
|
53,873 | $8,240,414 | |
| 7 | MRVL |
Marvell Technology, Inc.
|
26,039 | $7,756,757 | |
| 8 | ON |
On Semiconductor Corp
|
27,955 | $2,642,865 |
All Filings in CBRS
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $39,990,613 | 180,953 | Shares | Sole | 2026-08-14 | |
| No filing history on record for this holder in this stock. | ||||||