Totem Point Management, LLC

Position in NVDA — Nvidia Corp

CIK 1759364 New York, NY

Position in NVDA

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$13,577,707

+$207,506 QoQ

Shares Held

67,858

-11.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

8.31%

of 13F equity value

Holder Rank

#2,180

of 5,878 holders

Holding Since

Mar 2020

24 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

Totem Point Management, LLC holds $109,537,996 across 8 Semiconductors names. NVDA ranks #3 (12.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
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 This page	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

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$13,577,707	67,858	-11.5%	Shares	Sole	2026-08-14
2026-03-31	$13,370,201	76,664	+38.3%	Shares	Sole	2026-05-15
2025-12-31	$10,339,933	55,442	-27.6%	Shares	Sole	2026-02-17
2025-09-30	$14,281,579	76,544	+16.0%	Shares	Sole	2025-11-14
2025-06-30	$10,429,551	66,014	+75.2%	Shares	Sole	2025-08-14
2025-03-31	$4,084,517	37,687	-31.7%	Shares	Sole	2025-05-15
2024-12-31	$7,407,033	55,157	-36.9%	Shares	Sole	2025-02-14
2024-09-30	$10,614,220	87,403	+70.3%	Shares	Sole	2024-11-14
2024-06-30	$6,340,814	51,326	+347.6%	Shares	Sole	2024-08-14
2024-03-31	$10,360,218	11,466	-20.2%	Shares	Sole	2024-05-15
2023-12-31	$7,119,777	14,377	-11.8%	Shares	Sole	2024-02-14
2023-09-30	$7,091,206	16,302	-29.6%	Shares	Sole	2023-11-14
2023-06-30	$9,797,143	23,160	-25.9%	Shares	Sole	2023-08-14
2023-03-31	$8,676,701	31,237	+110.5%	Shares	Sole	2023-05-15
2022-12-31	$2,168,425	14,838	-68.3%	Shares	Sole	2023-02-14
2022-03-31	$12,777,760	46,829	+27.7%	Shares	Sole	2022-05-16
2021-12-31	$10,783,837	36,666	-35.5%	Shares	Sole	2022-02-14
2021-09-30	$11,776,631	56,848	+263.5%	Shares	Sole	2021-11-15
2021-06-30	$12,514,364	15,641	-36.2%	Shares	Sole	2021-08-16
2021-03-31	$13,085,605	24,508	-11.4%	Shares	Sole	2021-05-17
2020-12-31	$14,442,485	27,657	-26.7%	Shares	Sole	2021-02-16
2020-09-30	$20,411,029	37,713	-28.9%	Shares	Sole	2020-11-16
2020-06-30	$20,141,034	53,015	+5.6%	Shares	Sole	2020-08-14
2020-03-31	$13,232,720	50,200	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.