Position in MU
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$9,003,462
+$8,257,512 QoQ
Shares Held
7,800
+253.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
5.51%
of 13F equity value
Holder Rank
#1,175
of 3,878 holders
Holding Since
Sep 2020
19 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MU Over Time
Shares Held
Position Value (USD)
Position in Semiconductors
Technology · as of Jun 30, 2026Totem Point Management, LLC holds $109,537,996 across 8 Semiconductors names. MU ranks #5 (8.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CBRS |
Cerebras Systems Inc.
|
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
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|
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 MU
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,003,462 | 7,800 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $745,950 | 2,208 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $9,833,230 | 34,453 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $9,785,375 | 58,483 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $6,078,443 | 49,318 | Shares | Sole | 2025-08-14 | |
| 2024-06-30 | $5,404,436 | 41,089 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $9,463,855 | 80,277 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $6,836,758 | 80,112 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $6,252,365 | 91,906 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $7,819,707 | 123,906 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $7,930,848 | 131,436 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $2,137,594 | 42,769 | Shares | Sole | 2023-02-14 | |
| 2022-03-31 | $4,751,835 | 61,007 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $13,042,490 | 140,016 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $5,626,442 | 79,268 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $6,839,785 | 80,487 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $13,630,297 | 154,521 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $15,115,615 | 201,059 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $14,886,273 | 316,999 | Shares | Sole | 2020-11-16 | |
| No filing history on record for this holder in this stock. | ||||||