Cerebras Systems Inc. (CBRS) — Institutional Holders, Q2 2026
421 institutional investment managers reported a CBRS position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $19.6B. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 1 to 100. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
CBRS in Q2 2026: what funds did
Funds that filed a 13F for both Q3 2025 and Q2 2026, by what they did with the common stock. Share counts are adjusted for any split between the two quarters; dollar figures are the change in shares at this quarter’s price.
New positions
383
Added to
0
Trimmed
0
Sold out
0
Biggest buyers
- FMRNew · +8,435,095 sh+$1.9B
- Altimeter Capital ManagementNew · +7,225,037 sh+$1.6B
- COATUE MANAGEMENTNew · +7,011,028 sh+$1.5B
- Capital World InvestorsNew · +3,894,458 sh+$860.7M
- MORGAN STANLEYNew · +3,224,209 sh+$712.6M
Biggest sellers
None this quarter.
CBRS 13F holders ranked 1–100 of 421
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q3 2025 |
|---|---|---|---|---|---|
| 1 | ECLIPSE VENTURES#1 · 11,446,270 sh | 11,446,270 | $2.5B | 98.28% | — |
| 2 | FMR#2 · 8,435,095 sh | 8,435,095 | $1.9B | 0.08% | New |
| 3 | Altimeter Capital Management#3 · 7,225,037 sh | 7,225,037 | $1.6B | 16.24% | New |
| 4 | COATUE MANAGEMENT#4 · 7,011,028 sh | 7,011,028 | $1.5B | 3.19% | New |
| 5 | Capital World Investors#5 · 3,894,458 sh | 3,894,458 | $860.7M | 0.10% | New |
| 6 | MORGAN STANLEY#6 · 3,224,209 sh | 3,224,209 | $712.6M | 0.04% | New |
| 7 | Atreides Management#7 · 3,110,086 sh | 3,110,086 | $687.3M | 4.79% | New |
| 8 | JPMORGAN CHASE#8 · 3,100,806 sh | 3,100,806 | $670.3M | 0.04% | New |
| 9 | TIGER GLOBAL MANAGEMENT#9 · 2,999,000 sh | 2,999,000 | $662.8M | 2.76% | New |
| 10 | VY Capital Management Ltd.#10 · 2,146,825 sh | 2,146,825 | $474.4M | 1.01% | — |
| 11 | BlackRock#11 · 2,075,168 sh | 2,075,168 | $458.6M | <0.01% | New |
| 12 | PRICE T ROWE ASSOCIATES#12 · 2,044,623 sh | 2,044,623 | $451.9M | 0.05% | New |
| 13 | VANGUARD PORTFOLIO MANAGEMENT#13 · 1,551,946 sh | 1,551,946 | $343.0M | 0.02% | — |
| 14 | VANGUARD CAPITAL MANAGEMENT#14 · 1,379,809 sh | 1,379,809 | $304.9M | <0.01% | — |
| 15 | CITADEL ADVISORS#15 · 1,248,170 sh | 1,248,170 | $275.8M | 0.03% | New |
| 16 | BALYASNY ASSET MANAGEMENT L.P.#16 · 1,120,356 sh | 1,120,356 | $247.6M | 0.31% | New |
| 17 | Value Aligned Research Advisors#17 · 1,094,722 sh | 1,094,722 | $241.9M | 0.60% | New |
| 18 | HARVARD MANAGEMENT#18 · 1,081,283 sh | 1,081,283 | $239.0M | 5.61% | New |
| 19 | Capital Research Global Investors#19 · 883,000 sh | 883,000 | $195.1M | 0.03% | New |
| 20 | WELLINGTON MANAGEMENT GROUP LLP#20 · 881,688 sh | 881,688 | $194.9M | 0.03% | New |
| 21 | NORGES BANK#21 · 846,636 sh | 846,636 | $187.1M | 0.02% | — |
| 22 | ADVANCED MICRO DEVICES#22 · 794,467 sh | 794,467 | $175.6M | 13.38% | — |
| 23 | ARK Investment Management#23 · 764,613 sh | 764,613 | $169.0M | 1.10% | New |
| 24 | UBS Group AG#24 · 565,720 sh | 565,720 | $125.0M | 0.02% | New |
| 25 | WASHINGTON UNIVERSITY#25 · 551,086 sh | 551,086 | $121.8M | 45.99% | New |
| 26 | Alpha Wave Global#26 · 510,000 sh | 510,000 | $112.7M | 1.81% | New |
| 27 | FRANKLIN RESOURCES#27 · 479,318 sh | 479,318 | $105.9M | 0.02% | New |
| 28 | STATE STREET#28 · 476,663 sh | 476,663 | $105.3M | <0.01% | New |
| 29 | MANUFACTURERS LIFE INSURANCE COMPANY, THE#29 · 461,443 sh | 461,443 | $102.0M | 0.08% | New |
| 30 | Clear Street Group#30 · 442,691 sh | 442,691 | $97.8M | 0.25% | New |
| 31 | Marex Group plc#31 · 422,732 sh | 422,732 | $93.4M | 0.40% | New |
| 32 | Dragoneer Investment Group#32 · 400,000 sh | 400,000 | $88.4M | 3.12% | New |
| 33 | GEODE CAPITAL MANAGEMENT#33 · 399,695 sh | 399,695 | $88.4M | <0.01% | New |
| 34 | ADAMS STREET PARTNERS#34 · 398,144 sh | 398,144 | $88.0M | 19.88% | New |
| 35 | MASSACHUSETTS FINANCIAL SERVICES#35 · 371,665 sh | 371,665 | $82.1M | 0.03% | New |
| 36 | Jupiter Topco#36 · 343,421 sh | 343,421 | $75.9M | 0.03% | — |
| 37 | T. Rowe Price Investment Management#37 · 340,920 sh | 340,920 | $75.3M | 0.05% | New |
| 38 | StepStone Group#38 · 340,321 sh | 340,321 | $75.2M | 3.48% | New |
| 39 | DAVIDSON KEMPNER CAPITAL MANAGEMENT#39 · 339,218 sh | 339,218 | $75.0M | 0.89% | New |
| 40 | Legal Advantage Investments#40 · 314,889 sh | 314,889 | $69.6M | — | New |
| 41 | Sumitomo Mitsui#41 · 307,104 sh | 307,104 | $67.9M | 0.04% | New |
| 42 | GF FUND MANAGEMENT LTD.#42 · 297,940 sh | 297,940 | $65.8M | — | New |
| 43 | BAMCO#43 · 295,028 sh | 295,028 | $65.2M | 0.10% | New |
| 44 | Nikko Asset Management Americas#44 · 294,463 sh | 294,463 | $65.1M | 0.84% | New |
| 45 | ExodusPoint Capital Management#45 · 292,273 sh | 292,273 | $64.6M | 0.42% | New |
| 46 | Temasek (Private) Ltd#46 · 279,200 sh | 279,200 | $61.7M | 0.17% | New |
| 47 | MILLENNIUM MANAGEMENT#47 · 272,917 sh | 272,917 | $60.3M | 0.02% | New |
| 48 | Ghisallo Capital Management#48 · 270,000 sh | 270,000 | $59.7M | 1.17% | New |
| 49 | AMERIPRISE FINANCIAL#49 · 265,558 sh | 265,558 | $58.7M | 0.01% | New |
| 50 | JANE STREET GROUP#50 · 250,122 sh | 250,122 | $55.3M | <0.01% | New |
| 51 | SEVEN GRAND MANAGERS#51 · 250,000 sh | 250,000 | $55.3M | 2.22% | New |
| 52 | HAMILTON LANE ADVISORS#52 · 238,304 sh | 238,304 | $52.7M | — | New |
| 53 | Liberty Street Advisors#53 · 236,563 sh | 236,563 | $52.3M | 10.31% | New |
| 54 | TUDOR INVESTMENT ET AL#54 · 236,428 sh | 236,428 | $52.3M | 0.07% | New |
| 55 | BANK OF NOVA SCOTIA#55 · 226,700 sh | 226,700 | $50.1M | 0.08% | New |
| 56 | Meridiem Capital Partners#56 · 221,522 sh | 221,522 | $49.0M | 2.19% | New |
| 57 | D. E. Shaw#57 · 220,350 sh | 220,350 | $48.7M | 0.02% | New |
| 58 | Blackstone#58 · 220,000 sh | 220,000 | $48.6M | 0.12% | New |
| 59 | Invesco Ltd.#59 · 211,268 sh | 211,268 | $46.7M | <0.01% | New |
| 60 | VANGUARD FIDUCIARY#60 · 210,919 sh | 210,919 | $46.6M | 0.01% | — |
| 61 | CAPSTONE INVESTMENT ADVISORS#61 · 202,100 sh | 202,100 | $44.7M | 0.04% | New |
| 62 | Burkehill Global Management#62 · 200,000 sh | 200,000 | $44.2M | 1.60% | New |
| 63 | Unisphere Establishment#63 · 198,450 sh | 198,450 | $43.9M | 0.37% | New |
| 64 | Toroso Investments#64 · 194,508 sh | 194,508 | $43.0M | 0.07% | New |
| 65 | CHARLES SCHWAB INVESTMENT MANAGEMENT#65 · 189,613 sh | 189,613 | $41.9M | <0.01% | New |
| 66 | Totem Point Management#66 · 180,953 sh | 180,953 | $40.0M | 24.46% | New |
| 67 | Verition Fund Management#67 · 175,000 sh | 175,000 | $38.7M | 0.05% | New |
| 68 | Hudson Bay Capital Management#68 · 174,672 sh | 174,672 | $38.6M | 0.10% | New |
| 69 | SUVRETTA CAPITAL MANAGEMENT#69 · 171,900 sh | 171,900 | $38.0M | 0.69% | New |
| 70 | Lighthouse Investment Partners#70 · 157,000 sh | 157,000 | $34.7M | 0.95% | New |
| 71 | Jain Global#71 · 152,895 sh | 152,895 | $33.8M | 0.13% | New |
| 72 | Legal & General Group Plc#72 · 152,323 sh | 152,323 | $33.7M | <0.01% | New |
| 73 | Alyeska Investment Group, L.P.#73 · 152,247 sh | 152,247 | $33.6M | 0.09% | New |
| 74 | Foundations Investment Advisors#74 · 152,080 sh | 152,080 | $33.6M | 0.35% | New |
| 75 | SOROS FUND MANAGEMENT#75 · 150,000 sh | 150,000 | $33.1M | 0.41% | New |
| 76 | D1 Capital Partners L.P.#76 · 150,000 sh | 150,000 | $33.1M | 0.10% | New |
| 77 | GREENOAKS CAPITAL PARTNERS#77 · 150,000 sh | 150,000 | $33.1M | 1.41% | New |
| 78 | SUSQUEHANNA INTERNATIONAL GROUP, LLP#78 · 146,618 sh | 146,618 | $32.4M | <0.01% | New |
| 79 | SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT#79 · 134,465 sh | 134,465 | $29.7M | 0.52% | New |
| 80 | MAPLELANE CAPITAL#80 · 132,000 sh | 132,000 | $29.2M | 0.53% | New |
| 81 | CROSSLINK CAPITAL#81 · 130,445 sh | 130,445 | $28.8M | 2.13% | New |
| 82 | SAMLYN CAPITAL#82 · 130,089 sh | 130,089 | $28.7M | 0.47% | New |
| 83 | Point72 Asset Management, L.P.#83 · 129,891 sh | 129,891 | $28.7M | 0.03% | New |
| 84 | LMR Partners LLP#84 · 120,000 sh | 120,000 | $26.5M | 0.10% | New |
| 85 | GOLDMAN SACHS GROUP#85 · 110,441 sh | 110,441 | $24.4M | <0.01% | New |
| 86 | Artisan Partners Limited Partnership#86 · 108,217 sh | 108,217 | $23.9M | 0.04% | New |
| 87 | Avala Global#87 · 107,300 sh | 107,300 | $23.7M | 0.87% | New |
| 88 | Freestone Grove Partners#88 · 100,002 sh | 100,002 | $22.1M | 0.14% | New |
| 89 | Longaeva Partners L.P.#89 · 100,000 sh | 100,000 | $22.1M | 0.48% | New |
| 90 | Engineers Gate Manager#90 · 98,463 sh | 98,463 | $21.8M | 0.28% | New |
| 91 | Weiss Asset Management#91 · 96,780 sh | 96,780 | $21.4M | 0.22% | New |
| 92 | University of Wisconsin Foundation#92 · 84,911 sh | 84,911 | $18.8M | 14.86% | New |
| 93 | SG Americas Securities#93 · 81,008 sh | 81,008 | $17.9M | 0.01% | New |
| 94 | NORTHERN#94 · 77,883 sh | 77,883 | $17.2M | <0.01% | New |
| 95 | Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD#95 · 75,500 sh | 75,500 | $16.7M | 0.69% | New |
| 96 | JENNISON ASSOCIATES#96 · 73,182 sh | 73,182 | $16.2M | <0.01% | New |
| 97 | BANK OF AMERICA#97 · 71,484 sh | 71,484 | $15.8M | <0.01% | New |
| 98 | BW Gestao de Investimentos Ltda.#98 · 67,718 sh | 67,718 | $15.0M | 0.30% | New |
| 99 | CANADA PENSION PLAN INVESTMENT BOARD#99 · 66,057 sh | 66,057 | $14.6M | <0.01% | New |
| 100 | ROYAL BANK OF CANADA#100 · 65,534 sh | 65,534 | $14.5M | <0.01% | New |
Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q3 2025 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.