Totem Point Management, LLC - Q12026 Holdings

Totem Point Management, LLC holds 17 stocks with a total portfolio value of $ 78.37M as of Q12026. In Q12026, Totem Point Management, LLC added 8 new positions, increased stakes in 3 stocks, reduced 6 holdings, and fully exited 5 positions. The largest holding is Nvidia Corporation (NVDA), representing 17.06% of the total portfolio.