Totem Point Management, LLC

Position in ON — On Semiconductor Corp

CIK 1759364 New York, NY

Position in ON

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

Position Value

$2,642,865

-$5,758,874 QoQ

Shares Held

27,955

-79.4% QoQ

Ownership

0.007%

of shares outstanding

% of Portfolio

1.62%

of 13F equity value

Holder Rank

#361

of 994 holders

Holding Since

Jun 2022

12 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. ON ranks #8 (2.4% 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	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 This page	27,955	$2,642,865

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,642,865	27,955	-79.4%	Shares	Sole	2026-08-14
2026-03-31	$8,401,739	135,687	+10.0%	Shares	Sole	2026-05-15
2025-12-31	$6,682,489	123,407	+525.3%	Shares	Sole	2026-02-17
2024-09-30	$1,432,958	19,735	+65.8%	Shares	Sole	2024-11-14
2024-06-30	$816,156	11,906	-83.6%	Shares	Sole	2024-08-14
2023-12-31	$6,056,342	72,505	+16.2%	Shares	Sole	2024-02-14
2023-09-30	$5,799,150	62,390	-30.2%	Shares	Sole	2023-11-14
2023-06-30	$8,448,358	89,325	-11.6%	Shares	Sole	2023-08-14
2023-03-31	$8,322,634	101,101	+5.9%	Shares	Sole	2023-05-15
2022-12-31	$5,956,335	95,500	+6.3%	Shares	Sole	2023-02-14
2022-09-30	$5,598,792	89,825	+62.1%	Shares	Sole	2022-11-14
2022-06-30	$2,788,532	55,427	—	Shares	Sole	2022-08-15
No filing history on record for this holder in this stock.