Totem Point Management, LLC

Position in TER — Teradyne, Inc

CIK 1759364 New York, NY

Position in TER

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

Position Value

$10,659,962

+$4,562,670 QoQ

Shares Held

22,032

+7.1% QoQ

Ownership

0.014%

of shares outstanding

% of Portfolio

6.52%

of 13F equity value

Holder Rank

#322

of 1,417 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

Totem Point Management, LLC holds $28,477,009 across 3 Semiconductor Equipment & Materials names. TER ranks #2 (37.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LRCX	Lam Research Corp	33,914	$14,695,953
2	TER	Teradyne, Inc This page	22,032	$10,659,962
3	AMKR	Amkor Technology, Inc.	36,195	$3,121,094

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$10,659,962	22,032	+7.1%	Shares	Sole	2026-08-14
2026-03-31	$6,097,292	20,567	—	Shares	Sole	2026-05-15
No filing history on record for this holder in this stock.