Totem Point Management, LLC

Position in TSM — Taiwan Semiconductor Manufacturing Co Ltd

CIK 1759364 New York, NY

Position in TSM

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

Position Value

$15,608,897

+$8,281,804 QoQ

Shares Held

32,684

+50.7% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

9.55%

of 13F equity value

Holder Rank

#851

of 3,553 holders

Holding Since

Mar 2024

10 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. TSM ranks #2 (14.2% 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 This page	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

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$15,608,897	32,684	+50.7%	Shares	Sole	2026-08-14
2026-03-31	$7,327,093	21,681	-43.1%	Shares	Sole	2026-05-15
2025-12-31	$11,576,993	38,096	-12.0%	Shares	Sole	2026-02-17
2025-09-30	$12,095,212	43,307	+6.9%	Shares	Sole	2025-11-14
2025-06-30	$9,176,921	40,518	-20.2%	Shares	Sole	2025-08-14
2025-03-31	$8,423,504	50,744	-12.5%	Shares	Sole	2025-05-15
2024-12-31	$11,457,579	58,016	-2.7%	Shares	Sole	2025-02-14
2024-09-30	$10,359,241	59,649	+20.8%	Shares	Sole	2024-11-14
2024-06-30	$8,579,261	49,360	-19.3%	Shares	Sole	2024-08-14
2024-03-31	$8,317,280	61,134	—	Shares	Sole	2024-05-15
No filing history on record for this holder in this stock.