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Which hedge funds own CBRS? CEREBRAS SYSTEMS INC, Q2 2026 13F holders

TechnologySemiconductors

79 tracked hedge funds disclosed a position in CBRS (CEREBRAS SYSTEMS INC) in their Q2 2026 13F filings, worth $6.8bn in total. The largest holder by portfolio weight is Totem Point Management, LLC at 24.5% of its book. 78 opened a new position this quarter: Totem Point Management, LLC, Altimeter Capital Management, LP, Flight Deck Capital, LP, Atreides Management, LP.

79
Holders
Tracked managers whose filing for the quarter reports a long equity position in the security.
78
New this quarter
Holders whose previous filing (at most two quarters earlier) did not report the security.
0
Exited this quarter
Tracked managers whose previous filing reported the security and whose filing for the quarter does not.
$6.8bn
Inflow, new holders
Combined value of the positions the new holders reported for the quarter.
$0
Outflow, exits
Combined value the exiting managers reported for the security in their previous filing.
$6.8bn
Combined value
Sum of the holders' reported positions in the security.
6.4%
Share of managers holding
Holders as a share of tracked managers filing for that quarter. Comparable across the 2024 coverage expansion, where the raw holder count is not.

Holders, Q2 2026

79 rows
Totem Point Management, LLC Hedge fund24.5%$40.0m180,953–new
Altimeter Capital Management, LP Hedge fund16.2%$1.6bn7.23m–new
Flight Deck Capital, LP Hedge fund6.7%$13.7m62,200–new
Atreides Management, LP Hedge fund6.2%$687m3.11m–new
StepStone Group LP Hedge fund3.5%$75.2m340,321–new
Coatue Management LLC Hedge fund3.2%$1.5bn7.01m–new
AI-Squared Management Ltd Hedge fund3.2%$5.9m26,900–new
Dragoneer Investment Group, LLC Hedge fund3.1%$88.4m400,000–new
Riposte Capital LLC Hedge fund3.0%$8.8m40,000–new
Tiger Global Management LLC Hedge fund2.8%$663m3.00m–new
Meridiem Capital Partners LP Hedge fund2.3%$49.0m221,522–new
Seven Grand Managers, LLC Hedge fund2.2%$55.3m250,000–new
Crosslink Capital Inc Hedge fund2.1%$28.8m130,445–new
Ground Swell Capital, LLC Hedge fund2.1%$2.0m8,896–new
Alpha Wave Global, LP Hedge fund1.8%$113m510,000–new
Burkehill Global Management, LP Hedge fund1.6%$44.2m200,000–new
Value Aligned Research Advisors, LLC Hedge fund1.4%$242m1.09m–new
Scientech Research LLC Hedge fund1.4%$1.7m7,735–new
Maplelane Capital, LLC Hedge fund1.2%$29.2m132,000–new
Davidson Kempner Capital Management LP Hedge fund1.2%$75.0m339,218–new
Ghisallo Capital Management LLC Hedge fund1.2%$59.7m270,000–new
Delta Global Management LP Hedge fund1.1%$10.6m47,758–new
Lighthouse Investment Partners, LLC Hedge fund1.1%$34.7m157,000–new
Maytree Asset Management Ltd Hedge fund1.0%$1.6m7,271–new
Ardsley Advisory Partners LP Hedge fund0.9%$8.7m39,000–new
Avala Global LP Hedge fund0.9%$23.7m107,300–new
Diameter Capital Partners LP Hedge fund0.8%$7.7m35,000–new
ACT Capital Management, LLC Hedge fund0.8%$1.2m5,600–new
Montanova Capital, LLC Hedge fund0.8%$38.0m171,900–new
Summit Partners Public Asset Management, LLC Hedge fund0.8%$29.7m134,465–new
ExodusPoint Capital Management, LP Hedge fund0.6%$64.6m292,273–new
Symmetry Investments LP Hedge fund0.6%$5.3m24,000–new
Kultura Capital Management LP Hedge fund0.6%$1.3m5,700–new
Diametric Capital, LP Hedge fund0.6%$5.4m24,362–new
Stevens Capital Management LP Hedge fund0.5%$2.1m9,415–new
Samlyn Capital, LLC Hedge fund0.5%$28.7m130,089–new
Tensor Edge Capital, LLC Hedge fund0.5%$6.6m30,000–new
Keystone Investors Pte Ltd Hedge fund0.5%$8.6m38,711–new
Balyasny Asset Management L.P. Hedge fund0.5%$248m1.12m–new
Soros Fund Management Family office0.4%$33.1m150,000–new
Oribel Capital Management, LP Hedge fund0.4%$4.9m22,100–new
Jain Global LLC Hedge fund0.4%$33.8m152,895–new
Capstone Investment Advisors, LLC Hedge fund0.3%$44.7m202,100–new
Graham Capital Management, L.P. Hedge fund0.3%$11.6m52,420–new
Engineers Gate Manager LP Hedge fund0.3%$21.8m98,463–new
Capricorn Fund Managers Ltd Hedge fund0.3%$3.5m15,682–new
Verition Fund Management LLC Hedge fund0.3%$38.7m175,000–new
Weiss Asset Management LP Hedge fund0.2%$21.4m96,780–new
Centiva Capital, LP Hedge fund0.2%$6.6m30,000–new
Thomist Capital Management, LP Hedge fund0.2%$597k2,700–new