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Cerebras Systems Inc. 13F holders

418 funds reported a position in Cerebras Systems Inc. in their 13F for the quarter ended 30 June 2026, together 89.3 million shares worth $19.62 billion. Against the quarter before, 402 opened a position, 0 added, 0 trimmed and 0 sold out; together they bought a net 85.7 million shares. The largest holders: Eclipse Operations, LLC, FMR LLC and Altimeter Capital Management, LP.

Funds holding418
Shares they held89.3Mworth $19.62 billion
Net bought on the quarter85.7M sharesabout $18.85 billion at the funds' values
Funds buying to selling402 to 0opened or added, to cut or sold
Opened 402Held 12
Opened: 402 fundsHeld: 12 funds

What each fund did in CBRS against its 13F for the quarter before; a change under 0.1% of a holding counts as held

Filed so far for the quarter to 30 September 2026

3,405 funds have filed their 13F for the quarter so far; the rest are due by 16 November 2026. Of those, 155 reported a position in Cerebras Systems Inc.: 63 opened one, 47 added, 17 trimmed and 17 sold out, a net 839,123 shares bought.

FundChange in sharesShares nowStatusFiling
Legal Advantage Investments, Inc.+834,7931,149,682added13F
GF Fund Management Co. Ltd-291,9406,000trimmed13F
Sumitomo Mitsui Trust Group, Inc.+183,035490,139added13F
Temasek Holdings (Private) Ltd-158,002121,198trimmed13F
Hamilton Lane Advisors LLC-112,185126,119trimmed13F
Johnson & Johnson+75,063128,649added13F
Frank, Rimerman Advisors LLC+54,78356,271added13F
Cache Advisors, LLC+54,72254,722new13F
Wealth Enhancement Advisory Services, LLC+19,48221,430added13F
Inspire Investing, LLC+15,42015,420new13F
Vontobel Holding Ltd.+12,19219,634added13F
Bokf, NA+11,10111,101new13F
Revolve Wealth Partners, LLC+10,43910,439new13F
Leonteq Securities AG+10,35015,072added13F
ICG Advisors, LLC+9,64115,000added13F
Concurrent Investment Advisors, LLC+9,5759,575new13F
Wilmington Savings Fund Society, FSB+8,6828,682new13F
NFSG Corp+8,2648,821added13F
Mirae Asset Global Investments Co., Ltd.+8,18810,547added13F
Cohen Capital Management, Inc.+8,1288,128new13F
Wealth Effects LLC+6,6926,692new13F
International Assets Investment Management, LLC+13,78715,000added13F
Renaissance Capital LLC-6,26011,382trimmed13F
Xcel Wealth Management, LLC+6,0286,028new13F
Centurion Wealth Management LLC+5,3458,326added13F

The largest moves in the name among the funds that have filed, against each fund's previous 13F.

The well-known funds

Of the 44 funds followed here, 16 reported a position in Cerebras Systems Inc. in a 13F for the quarter ended 30 June 2026. The largest: FMR LLC, 8.4 million shares worth $1.86 billion, 0.1% of its reported book. New this quarter: FMR LLC, Altimeter Capital Management, Coatue Management, Atreides Management. In the quarter, 15 funds added or opened a position and 0 trimmed or sold out; together they bought a net 32.8 million shares, about $7.26 billion at the funds' own value per share on 30 June 2026. A change under 0.1% of a holding counts as held.

FundSharesValueOf its bookChange on the quarterStatusQuarter endedFiling
FMR LLC8,435,095$1.86 billion0.1%+8,435,095new30 June 202613F
Altimeter Capital Management7,225,037$1.60 billion16.2%+7,225,037new30 June 202613F
Coatue Management7,011,028$1.55 billion3.2%+7,011,028new30 June 202613F
Atreides Management3,110,086$687.3 million6.2%+3,110,086new30 June 202613F
Tiger Global Management2,999,000$662.8 million2.8%+2,999,000new30 June 202613F
Citadel Advisors1,248,170$275.8 million0.2%+1,248,170new30 June 202613F
Capital Research Global Investors883,000$195.1 million0.0%+883,000new30 June 202613F
Norges Bank846,636$187.1 million0.0%held30 June 202613F
ARK Investment Management764,613$169.0 million1.1%+764,613new30 June 202613F
Geode Capital Management399,695$88.4 million0.0%+399,695new30 June 202613F
Millennium Management272,917$60.3 million0.0%+272,917new30 June 202613F
Alyeska152,247$33.6 million0.1%+152,247new30 June 202613F
Soros Fund Management150,000$33.1 million0.5%+150,000new30 June 202613F
Point72 Asset Management129,891$28.7 million0.0%+129,891new30 June 202613F
Whale Rock Capital Management50,696$11.2 million0.1%+50,696new30 June 202613F
Baillie Gifford1,000$221,0000.0%+1,000new30 June 202613F
Value is what the fund reported.
Read moreChange is shares against the fund's previous 13F; a fund with one filing read shows no change. 13Fs cover long US positions of managers above $100 million and are filed up to 45 days after the quarter.

The largest holders

FundSharesShare of allValueOf its bookChange in sharesFiling
Eclipse Operations, LLC11,446,27012.82%$2.53 billion98.28%new13F
FMR LLC8,435,0959.45%$1.86 billion0.08%new13F
Altimeter Capital Management, LP7,225,0378.09%$1.60 billion16.24%new13F
Coatue Management LLC7,011,0287.85%$1.55 billion3.19%new13F
Capital World Investors3,894,4584.36%$860.7 million0.10%new13F
Morgan Stanley3,224,2093.61%$712.6 million0.04%new13F
Atreides Management, LP3,110,0863.48%$687.3 million6.17%new13F
JPMorgan Chase & Co.3,100,8063.47%$670.3 million0.04%new13F
Tiger Global Management LLC2,999,0003.36%$662.8 million2.76%new13F
VY Capital Management Co. Ltd.2,146,8252.41%$474.4 million1.01%first 13F13F
BlackRock, Inc.2,075,1682.32%$458.6 million0.01%new13F
Price T Rowe Associates Inc.2,044,6232.29%$451.9 million0.04%new13F
Vanguard Portfolio Management LLC1,551,9461.74%$343.0 million0.01%new13F
Vanguard Capital Management LLC1,379,8091.55%$304.9 million0.01%new13F
Citadel Advisors LLC1,248,1701.40%$275.8 million0.16%new13F
Balyasny Asset Management L.P.1,120,3561.26%$247.6 million0.47%new13F
Value Aligned Research Advisors, LLC1,094,7221.23%$241.9 million1.45%new13F
Harvard Management Co. Inc.1,081,2831.21%$239.0 million5.61%new13F
Capital Research Global Investors883,0000.99%$195.1 million0.03%new13F
Wellington Management Group LLP881,6880.99%$194.9 million0.03%new13F
Norges Bank846,6360.95%$187.1 million0.02%13F
Advanced Micro Devices Inc.794,4670.89%$175.6 million13.38%new13F
ARK Investment Management LLC764,6130.86%$169.0 million1.10%new13F
UBS Group AG565,7200.63%$125.0 million0.02%new13F
Washington University551,0860.62%$121.8 million45.99%new13F
Alpha Wave Global, LP510,0000.57%$112.7 million1.81%new13F
Franklin Resources Inc.479,3180.54%$105.9 million0.02%new13F
State Street Corp.476,6630.53%$105.3 million0.00%new13F
Manufacturers Life Insurance Company, the461,4430.52%$102.0 million0.08%new13F
Clear Street Group Inc.442,6910.50%$97.8 million0.31%new13F
Marex Group Ltd422,7320.47%$93.4 million0.69%new13F
Dragoneer Investment Group, LLC400,0000.45%$88.4 million3.12%new13F
Geode Capital Management, LLC399,6950.45%$88.4 million0.01%new13F
Adams Street Partners LLC398,1440.45%$88.0 million19.88%new13F
Massachusetts Financial Services Co.371,6650.42%$82.1 million0.03%new13F
Jupiter Topco LLC343,4210.38%$75.9 million0.03%first 13F13F
T. Rowe Price Investment Management, Inc.340,9200.38%$75.3 million0.05%new13F
StepStone Group LP340,3210.38%$75.2 million3.48%new13F
Davidson Kempner Capital Management LP339,2180.38%$75.0 million1.84%new13F
Legal Advantage Investments, Inc.314,8890.35%$69.6 million24.41%new13F
Sumitomo Mitsui Trust Group, Inc.307,1040.34%$67.9 million0.04%new13F
GF Fund Management Co. Ltd297,9400.33%$65.8 million0.79%new13F
Bamco Inc.295,0280.33%$65.2 million0.10%new13F
Amova Asset Management Americas, Inc.294,4630.33%$65.1 million0.84%new13F
ExodusPoint Capital Management, LP292,2730.33%$64.6 million0.60%new13F
Temasek Holdings (Private) Ltd279,2000.31%$61.7 million0.17%new13F
Millennium Management LLC272,9170.31%$60.3 million0.04%new13F
Ghisallo Capital Management LLC270,0000.30%$59.7 million1.41%new13F
Ameriprise Financial Inc.265,5580.30%$58.7 million0.01%new13F
Jane Street Group, LLC250,1220.28%$55.3 million0.04%new13F
The 50 largest of the 418 funds that reported a position in CBRS in their 13F for the quarter ended 30 June 2026, by the value each reported.
Read moreShare of all is the fund's part of all the shares the funds reported. Change is shares against the fund's 13F for the quarter before. A 13F lists a manager's long positions in US-listed shares at the quarter's end. What is a 13F?

Options the funds reported on CBRS

FundOptionShares under the optionsValue of those sharesQuarter endedFiling
Citadel AdvisorsCalls988,900$218.5 million30 June 202613F
Citadel AdvisorsPuts877,600$193.9 million30 June 202613F
Atreides ManagementCalls700,000$154.7 million30 June 202613F
Millennium ManagementCalls6,900$1.5 million30 June 202613F
A 13F lists calls and puts by the shares they cover and what those shares were worth at the quarter's end, not what the options cost.
Read moreThey are not counted in the holdings above. A put gains when the stock falls, a call when it rises, and a fund may hold either to hedge.

Schedule 13D and 13G filed on the name, last twelve months

FiledScheduleWhoHoldingOf the classEvent dateRule or purposeFiling
18 August 202613D/AEclipse Continuity GP I, LLC and 8 others9.6 million4.3%14 August 2026The information set forth in Item 4 of the Original Schedule 13D is incorporated herein by reference.EDGAR
14 August 202613GAtreides Management, LP and 5 others10.5 million10.7%30 June 2026passive, institutional (13d-1(b))EDGAR
14 August 202613GFoundation Capital Management Co. VIII, L.L.C. and 9 others14.2 million12.2%30 June 2026passive, other (13d-1(d))EDGAR
14 August 202613GAltimeter Capital Management, LP and 5 others7.2 million6.2%30 June 2026passive, institutional (13d-1(b))EDGAR
14 August 202613GAndrew Feldman and 1 other10.4 million9.2%30 June 2026passive, other (13d-1(d))EDGAR
14 August 202613GBenchmark Capital Partners VIII, L.P. and 23 others12.2 million9.8%30 June 2026passive, other (13d-1(d))EDGAR
14 August 202613GCoatue Management LLC and 7 others7.0 million7.1%30 June 2026passive, other (13d-1(d))EDGAR
13 August 202613GJane Street Group, LLC and 3 others5.2 million5.1%30 June 2026passive, institutional (13d-1(b))EDGAR
22 July 202613G/AJpmorgan Chase & Co. and 1 other3.1 million3.3%30 June 2026passive, institutional (13d-1(b))EDGAR
8 July 202613G/AFMR LLC and 3 others28.9 million25.7%30 June 2026passive, institutional (13d-1(b))EDGAR
26 June 202613D/AEclipse Continuity GP I, LLC and 8 others11.6 million5.2%25 June 2026The information set forth in Item 4 of the Original Schedule 13D is incorporated herein by reference.EDGAR
5 June 202613GFMR LLC and 3 others25.6 million46.6%29 May 2026passive, institutional (13d-1(b))EDGAR
4 June 202613GJpmorgan Chase & Co and 1 other3.5 million10.1%29 May 2026passive, institutional (13d-1(b))EDGAR
22 May 202613DEclipse Continuity GP I, LLC and 8 others13.5 million6.1%15 May 2026The information set forth in Item 3 of this Statement is incorporated herein by reference. The Reporting Persons hold the securities of the Issuer for general investment purposes. The Reporting Persons may, from time to time, depending on pEDGAR
22 May 202613GTiger Global Investments, L.P. and 7 others3.5 million10.0%15 May 2026passive, under 20% (13d-1(c))EDGAR
A Schedule 13D is filed by anyone who crosses 5% of a class with intent to influence; a 13G by a passive holder.
Read moreAmendments (/A) report a change, including an exit to zero. Holding and percentage are as the filer stated them on the cover page; the purpose is the filer's own words, cut short. 13D and 13G

Fails to deliver

Settlement dateShares failedPriceFile
31 August 2026490$179.08SEC
26 August 2026600$183.92SEC
25 August 20265,671$185.43SEC
24 August 202644,654$196.13SEC
21 August 2026107,094$209.85SEC
19 August 2026329,536$220.01SEC
18 August 2026130,038$251.98SEC
17 August 2026461,554$218.98SEC
14 August 202612,044$231.01SEC
12 August 202612,580$234.76SEC
11 August 2026666$230.01SEC
10 August 202642,676$226.73SEC
6 August 2026710$214.30SEC
4 August 202637$219.97SEC
31 July 202684$203.07SEC
30 July 20264,263$169.39SEC
29 July 20264$192.72SEC
27 July 202669,042$199.12SEC
24 July 202640,674$220.00SEC
23 July 202639,005$209.80SEC
22 July 20261,200$208.57SEC
20 July 202620,281$172.86SEC
17 July 202632,300$180.46SEC
16 July 2026113$184.01SEC
Shares that failed to deliver at settlement, per day, from the SEC's half-month files, which arrive about two weeks after the period.
Read moreLargest in the window: 461,554 on 17 August 2026. A fail is an operational fact about settlement, not a position.