StockDriftsStockDriftsTop 17 Totem Point Management Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | 17.06% | 76.7K | $13.4M | +38.28%(+21.22K) | $124.34(+81.21%) | 2026-03-31 | |
| AMD | ADVANCED MICRO DEVICES INC | 10.96% | 42.2K | $8.6M | new | $171.37(+147.48%) | 2026-03-31 | |
| ON | ON SEMICONDUCTOR CORP | 10.72% | 135.7K | $8.4M | +9.95%(+12.28K) | $54.32(+108.24%) | 2026-03-31 | |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | 9.35% | 21.7K | $7.3M | -43.09%(-16.41K) | $137.25(+194.61%) | 2026-03-31 | |
| SPOT | SPOTIFY TECHNOLOGY S A | 7.78% | 12.6K | $6.1M | -38.16%(-7.76K) | $389.67(+12.13%) | 2026-03-31 | |
| TER | TERADYNE INC | 7.78% | 20.6K | $6.1M | new | $245.01(+37.90%) | 2026-03-31 | |
| SPGI | S&P GLOBAL INC | 6.34% | 11.7K | $5.0M | -48.26%(-10.90K) | $427.38(-5.67%) | 2026-03-31 | |
| TTWO | TAKE-TWO INTERACTIVE SOFTWAR | 5.93% | 23.5K | $4.6M | -40.30%(-15.88K) | $155.36(+56.05%) | 2026-03-31 | |
| MRVL | MARVELL TECHNOLOGY INC | 5.66% | 44.7K | $4.4M | new | $69.03(+156.27%) | 2026-03-31 | |
| LRCX | LAM RESEARCH CORP | 5.11% | 18.7K | $4.0M | new | $192.42(+47.97%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +28.89% | +114.13% |
| Top 20 Holdings Unweighted | +25.54% | +97.87% |
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