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CBRS in the 13F filings

Cerebras Systems Inc · CUSIP 15675D103

New listing in Q2 2026· first held by a tracked manager this quarter, so its new positions are allocations rather than a turn towards it

Sector · SemiconductorsTheme · AI infrastructure and semiconductors· L3VLUP-definedTheme · Semiconductors
Quarter
Q3 2026 · early filersQ2 2026
Quarter end
30 Jun 2026
the date the book describes
Filed
27 Oct 2026
latest of these filings; the earliest 3 Aug 2026
Managers listing it
39
at least, of 95 tracked, among listed positions
Comparable managers
91
filed both Q1 2026 and Q2 2026; 0 listed it in both
Shares listed
40,870,609
combined, among listed positions
Reported value
$9.0bn
combined, at the quarter end

AllianceBernstein LP. Values in this filing are at the previous quarter end's prices; its share count is the quarter end's.

Among the 91 comparable managers: 39 buyers (opened or added shares) and 0 sellers (trimmed or exited), at least, among listed positions. Their net change in shares was +40,870,609.

Managers listing CBRS in Q2 2026

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q1 2026, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

39 of 39 holders

ActionFiling
Fidelity (FMR LLC)8,435,095$1.9bn0.08%Newnew13 Aug 2026 (the filing on sec.gov)
Altimeter Capital Management LP7,225,037$1.6bn16.24%Newnew14 Aug 2026 (the filing on sec.gov)
Coatue Management LLC7,011,028$1.5bn3.19%Newnew14 Aug 2026 (the filing on sec.gov)
Capital World Investors3,894,458$861m0.10%Newnew12 Aug 2026 (the filing on sec.gov)
Tiger Global Management LLC2,999,000$663m2.76%Newnew14 Aug 2026 (the filing on sec.gov)
T. Rowe Price Associates Inc2,044,623$452munder 0.1%Newnew14 Aug 2026 (the filing on sec.gov)
Citadel Advisors LLC1,248,170$276munder 0.1%Newnew2 Sep 2026 (the filing on sec.gov)
Balyasny Asset Management LLC1,120,356$248m0.31%Newnew14 Aug 2026 (the filing on sec.gov)
Capital Research Global Investors883,000$195munder 0.1%Newnew12 Aug 2026 (the filing on sec.gov)
Wellington Management Group LLP881,688$195munder 0.1%Newnew14 Aug 2026 (the filing on sec.gov)
ARK Investment Management LLC764,613$169m1.10%Newnew14 Aug 2026 (the filing on sec.gov)
Dragoneer Investment Group LLC400,000$88m3.12%Newnew14 Aug 2026 (the filing on sec.gov)
MFS Investment Management371,665$82munder 0.1%Newnew3 Aug 2026 (the filing on sec.gov)
Janus Henderson Group Ltd343,421$76munder 0.1%Newnew14 Aug 2026 (the filing on sec.gov)
Davidson Kempner Capital Management LP339,218$75m0.89%Newnew14 Aug 2026 (the filing on sec.gov)
ExodusPoint Capital Management LP292,273$65m0.42%Newnew14 Aug 2026 (the filing on sec.gov)
Millennium Management LLC272,917$60munder 0.1%Newnew14 Aug 2026 (the filing on sec.gov)
Jane Street Group LLC250,122$55munder 0.1%Newnew14 Aug 2026 (the filing on sec.gov)
Tudor Investment Corp236,428$52m0.07%Newnew14 Aug 2026 (the filing on sec.gov)
D. E. Shaw & Co.220,350$49munder 0.1%Newnew14 Aug 2026 (the filing on sec.gov)
Invesco Ltd211,268$47munder 0.1%Newnew14 Aug 2026 (the filing on sec.gov)
Verition Fund Management LLC175,000$39m0.20%Newnew14 Aug 2026 (the filing on sec.gov)
Hudson Bay Capital Management LP174,672$39m0.10%Newnew14 Aug 2026 (the filing on sec.gov)
D1 Capital Partners LP150,000$33m0.10%Newnew14 Aug 2026 (the filing on sec.gov)
Soros Fund Management LLC150,000$33m0.41%Newnew14 Aug 2026 (the filing on sec.gov)
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Largest increases and reductions, by shares

There is no earlier quarter on file to compare with.

Increases

Reductions

No reduction among listed positions.

New positions and exits

At least these many: a manager is shown exiting only where its own filing shows the position gone.

New (39)

Exited (0)

No exit shown by a manager’s own filing.

Ownership over time

Every quarter on file. A quarter-end value moves with the price as well as with the shares held; buyers and sellers count comparable managers, by shares.

One quarter on file so far, so there is nothing to draw yet.

Compare with…

Holders over time, buyers and sellers, and the managers holding both, side by side for up to four stocks.

CBRS and NVDA →CBRS and AVGO →CBRS and MU →Choose a stock to compare with CBRS →

How much of the picture this is

A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. It shows no shorts, cash, bonds or performance, and it is never today’s portfolio. Large books are listed to their largest positions, so a manager missing from this table may still hold a small position below that line. These are 95 tracked managers, not the institutional market.

Which funds own CBRS, latest filings →Back to the 13F Explorer →