Hedge Fund - Totem Point Management
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Last updated on based on SEC 13F filings Last update:
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| No. | Security | Ticker | Shares | Value | Activity | % Port | History |
|---|---|---|---|---|---|---|---|
| 1. | Cerebras Systems Inc | 180,953 | $39,990,613 | NEW | 24.46% | ||
| 2. | TSM | 32,684 | $15,608,898 | +51% | 9.55% | ||
| 3. | LRCX | 33,914 | $14,695,954 | +81% | 8.99% | ||
| 4. | NVDA | 67,858 | $13,577,707 | -12% | 8.31% | ||
| 5. | AMD | 21,892 | $12,717,282 | -49% | 7.78% |
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